Senior Wealth Manager

21 hours ago

Sydney, New South Wales, Australia Grant Executive Search Full time $150,000 - $200,000 per year

New Senior Wealth Adviser career role with this Top Tier Private Clients group

  • Top Tier Private Clients Group
  • New Senior Adviser Private Clients
  • Excellent Package plus Bonus & Lifestyle Balance

This organisation is one of Australia's Top Tier Private Clients Group with a impressive track record of exceptional client service delivery. They pride themselves on their strong client values and despite challenging global financial market conditions they continue to have excellent growth. Through strategic growth they are now looking to hire new Senior Financial Wealth Adviser positions focusing across their HNW Clients Group.

As a Senior Wealth Adviser your challenge will be to continually manage a book of high net worth clients and have responsibility for giving holistic advice and ongoing client reviews focusing across the HNW sector. To be successful you will have proven Senior Adviser experience in working ideally with a wholesale client focus & giving top tier strategic holistic financial advise.

You will be provided with an established HNW client base and encouraged to grow further HNW client alliances already in place to the next level with their excellent referral system. Supported by a professional collaborative administration team, you will be given every opportunity to succeed and develop as a future leader in the direction you wish across this Top Tier Private Clients group.

To be successful you will have previous holistic Senior Adviser experience working with HNW Clients ideally with a wholesale focus. Your personable and professional nature will ensure you are able to effectively manage and communicate with key stakeholders, both written and verbally. As a prerequisite for this role, you will be degree qualified and have a Diploma of Financial Planning (1-8) or CFP being an advantage and are now looking to take the next challenge in your career with this Top Tier Private Clients group.

Please contact Paul Gerrard at Grant Executive Search or alternatively submit your application via the Apply Button.

  • Senior Wealth Project Manager

    4 weeks ago

    Sydney, New South Wales, Australia Macquarie Group Full time

    Join to apply for the Senior Wealth Project Manager role at Macquarie GroupJoin to apply for the Senior Wealth Project Manager role at Macquarie GroupGet AI-powered advice on this job and more exclusive features.As a Senior Wealth Project Manager in Banking and Financial Services you will be an integral part of the Advice Product team and a play crucial role...

  • Wealth Manager

    2 weeks ago

    Sydney, New South Wales, Australia ircfsjobs Full time $120,000 - $250,000 per year

    Position: Wealth Manager Location: Sydney, Australia Employment Type: Full-Time About the Role: My client, a premier financial services firm, is seeking an experienced and highly motivated Wealth Manager to join their dynamic team in Sydney, Australia. This role is pivotal in providing tailored financial advice and wealth management solutions to...

  • Wealth Management

    21 hours ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time $70,000 - $120,000 per year

    Seeking experienced candidates with 2-3 years prior work experience in project coordination, consulting, product support or ideally Big 4 management consulting experience from within Financial Services - ideally Private Banking or Wealth Management industry.Our client is a leading global wealth management firm that advises, trades, manages and distributes...

  • Senior Wealth Project Manager

    1 week ago

    Sydney, New South Wales, Australia Macquarie Group Full time $180,000 - $250,000 per year

    As a Senior Wealth Project Manager in Banking and Financial Services you will be an integral part of the Advice Product team and a play crucial role in supporting the oversight of products and services within the Private Bank concentrating on leading initiatives to enhance the value proposition.At Macquarie, our advantage is bringing together diverse people...

  • Wealth Management

    1 week ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time $120,000 - $180,000 per year

    Our clientis a leading global Wealth Manager that provided highly personalised, best-in-class investment advice, execution services and wealth management to High Net Worth individuals/families and a range of legal entities.The Project Management Team is responsible for managing the transformation agenda of the business by developing strategy and solutions...

  • Financial Adviser

    4 weeks ago

    Sydney, New South Wales, Australia Pivot Wealth Full time

    2 days ago Be among the first 25 applicantsDirect message the job poster from Pivot WealthPeople & Culture - Talent Lead @ Pivot Wealth | Obsessed with building high performance teams Want more and better career, skills & income progression? Not appreciated or well rewarded for your hard work? Want your work measured against outcomes vs inputs?At Pivot...

  • Business Development Manager

    1 week ago

    Sydney, New South Wales, Australia Blue Wealth Property Full time $90,000 - $120,000 per year

    At Blue Wealth, we help everyday Australians build wealth through strategic property investment — and our business partners are at the heart of it. Now we're looking for a Business Development Manager to strengthen relationships with our existing partners and grow our network.This isn't cold calling or selling a product — it's about building trust,...

  • Financial Adviser

    20 hours ago

    Sydney, New South Wales, Australia Parasol Wealth Full time $90,000 - $120,000 per year

    About UsParasol Wealth is an independently owned wealth management firm dedicated to delivering an institutional‑grade investment offering through truly personal advice. We partner with high‑net‑worth families, individuals, and not‑for‑profit organisations to build enduring financial strategies – free from conflicts and aligned to client...

  • Compliance Manager, Wealth Distribution

    3 weeks ago

    Sydney, New South Wales, Australia BeathChapman Pte Ltd Full time

    Role Summary:We are looking to fill a critical business-facing role in the 2nd LoD, to provide compliance support, advice and sign-off to Consumer Wealth Distribution. The role suits a confident compliance professional who can think on your feet and thrive in a busy and dynamic environment, consistently adding value to a group of Financial Advice...

  • Compliance Manager, Wealth Distribution

    4 weeks ago

    Sydney, New South Wales, Australia BeathChapman Pte Ltd Full time

    Role Summary:We are looking to fill a critical business-facing role in the 2nd LoD, to provide compliance support, advice and sign-off to Consumer Wealth Distribution. The role suits a confident compliance professional who can think on your feet and thrive in a busy and dynamic environment, consistently adding value to a group of Financial Advice...