Wealth Manager

4 hours ago

Melbourne, Victoria, Australia Independent Resourcing Consultancy Ltd Full time

Position:Wealth ManagerLocation:Melbourne, AustraliaEmployment Type:Full-TimeAbout the Role:My client, a premier financial services firm, is seeking an experienced and highly motivated Wealth Manager to join their dynamic team in Melbourne, Australia.
This role is pivotal in providing tailored financial advice and wealth management solutions to high-net-worth individuals and families.
The ideal candidate will have a proven track record in wealth management, exceptional client relationship skills, and a deep understanding of the financial markets.Key Responsibilities:- Develop and manage a portfolio of high-net-worth clients, providing personalized financial strategies and investment advice.
- Conduct comprehensive financial planning, including investment management, retirement planning, estate planning, and tax optimization.
- Analyze clients' financial situations, risk tolerance, and investment goals to create tailored wealth management plans.
- Monitor and review clients' investment portfolios, making adjustments as necessary to ensure alignment with their financial objectives.
- Stay updated with market trends, economic conditions, and regulatory changes to provide informed advice to clients.
- Collaborate with internal teams, including investment analysts and financial planners, to deliver integrated financial solutions.
- Maintain strict confidentiality and adhere to all regulatory and compliance requirements.Qualifications:- Bachelor's degree in Finance, Economics, Business Administration, or a related field (Master's degree or relevant certifications)- Minimum of 5 years of experience in wealth management or a related financial advisory role.
- Proven track record of managing and growing a portfolio of high-net-worth clients.
- Strong knowledge of financial products, investment strategies, and market dynamics.
- Excellent communication, negotiation, and interpersonal skills.
- Ability to build and maintain long-term client relationships based on trust and integrity.
- Proficiency in financial planning software and tools.
- A transferable book of clients with over $5 million in Assets Under Management (AUM) is required.Skills and Competencies:- Strategic thinking and analytical skills.
- High level of professionalism and ethical standards.
- Client-focused with a commitment to delivering exceptional service.
- Strong organizational and time management skills.
- Ability to work independently and as part of a team.Benefits:- Competitive salary and performance-based incentives.
- Comprehensive health and wellness benefits.
- Opportunities for professional development and career advancement.
- Supportive and collaborative work environment.Application Process:Interested candidates are encouraged to apply with their resume and a cover letter detailing their relevant experience and why they are a good fit for this role.

  • Wealth Manager

    4 weeks ago

    Melbourne, Victoria, Australia Independent Resourcing Consultancy Ltd Full time

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

  • Client Wealth Manager

    3 days ago

    Melbourne, Victoria, Australia beBeeAdministrative Full time $90,000 - $120,000

    Our team simplifies and streamlines the complexities of wealth management. As a leading provider of fully integrated platforms, we empower advisers to efficiently manage clients' wealth.The RoleThe Onboarding and Portfolio Services Consultant is responsible for the initial and ongoing administration of Private Wealth client accounts. This includes...

  • Wealth Management Professional

    3 days ago

    Melbourne, Victoria, Australia beBeeWealthmanagement Full time

    Job Title:Wealth Management Professional - Melbourne", "Job DescriptionAs a Wealth Management Professional, you will be responsible for conducting market research to add value to client interactions. This role involves a combination of new business development and managing existing clients across a defined territory.", "Required Skills and QualificationsA...

  • Senior Wealth Manager

    3 days ago

    Melbourne, Victoria, Australia beBeeInvestment Full time $110,000 - $143,000

    We are seeking a highly skilled Investment Advisor to join our team and play a key role in providing bespoke investment and wealth management strategies to high-net-worth clients and self-managed super funds.About the RoleWe are looking for a talented individual with proven experience in broking, funds management, or private wealth advice. As an Investment...

  • Wealth Management Specialist

    3 days ago

    Melbourne, Victoria, Australia beBeePortfolio Full time $80,000 - $110,000

    Praemium's mission is to redefine wealth platforms and shape the future of financial services.We empower advisers to efficiently manage wealth in Australia, simplifying and streamlining complexities with an integrated platform.This role focuses on maintaining data integrity, resolving discrepancies, and supporting efficient transaction processing for...

  • Wealth Management Specialist

    1 day ago

    Melbourne, Victoria, Australia beBeeCustomer Full time $80,000 - $100,000

    Job Title: Client Service ConsultantAbout the Role:This role presents an exciting opportunity to join our specialist Wealth division with client support that offers market-leading integrated wealth solutions for advisers and their clients.You will be part of a national team of experts, connecting with our clients and Financial Advisors, helping to resolve...

  • Wealth Advisor

    17 minutes ago

    Melbourne, Victoria, Australia beBeeWealth Full time $100,000 - $150,000

    About Our Wealth Advisory ServicesWe are a highly skilled team that partners with business leaders to help them navigate complex wealth management challenges.Our ExpertiseOur purpose is to deliver tailored solutions that meet the unique needs of our clients, from strategy development to execution and ongoing support.Key ResponsibilitiesProvide expert advice...

  • Senior Wealth Strategist

    3 days ago

    Melbourne, Victoria, Australia beBeeWealth Full time $180,000 - $250,000

    Private Wealth ManagementAs a Private Wealth Advisor, you will work closely with high net worth individuals and families to create comprehensive wealth management plans.Wealth Management enables clients to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking, and comprehensive...

  • Senior Private Wealth Manager

    1 day ago

    Melbourne, Victoria, Australia beBeePrivateWealth Full time $120,000 - $180,000

    Senior Private Wealth ManagerDrive growth in high-net-worth client acquisition, developing bespoke investment strategies tailored to each client's unique needs.Collaborate with Senior Investment Directors to deliver comprehensive banking, wealth, and investment solutions that cater to the complex requirements of private clients.This is a permanent...

  • High-Achieving Wealth Manager

    20 hours ago

    Melbourne, Victoria, Australia beBeeAmbition Full time $220,000 - $250,000

    Role OverviewOur organisation is seeking a high-achieving professional to join its Wealth Management team.The successful candidate will be responsible for presenting investment offerings to potential clients and conducting market research to ensure every client interaction adds value.About the RoleConduct thorough market research into country demographics,...