Wealth Management

**About us**: BMYG Financial Group was founded in 2010. The business offers a full suite of services, specializing in asset management, wealth management, wholesale trustee and end-to-end media financial information platforms. With over a decade of experience, BMYG Financial Group has been identifying Australia’s core asset classes and seizes primary...

By joining us, you are becoming part of one of Australia's premier providers of outsourced solutions for financial advisory businesses. We specialise in the development and implementation of "best-practice" policy and process for dealer groups, practices, and financial advisers. Our core offerings include: - Consultancy on Process Design & Technology -...

Your team - Part of the Platform Team. - Working alongside senior managers within the reporting structure of the Chief Operating Officer Your Role - Involvement during the definition and design phases for change, contributing to overall solution. - Tracking of test cases back to associated design and requirements documents. - Collaboration with business...

**Job Details**: **Location** Melbourne **Salary** $160000 - $190000 per annum **Job Type** Permanent **Ref** BH-175965-6 **Contact** Eugena Gong **Posted** about 5 hours ago - We are working with a - **Large Financial Services Company** to secure a couple of experienced - ** New Business Managers **with - **Financial Services / **Wealth sales...

MelbourneWealth ManagementContract or TemporaryOur client is a global tier-one Wealth Management firm seeking an experienced Client Onboarding Associate to join their Account Management Team in Melbourne.The ideal candidate will have wealth management / retail broking / Wealth Management client onboarding/ KYC / AML experience and ideally some...

Min Experience- 7+ yearsYour team - LGT Crestone’s Credit function supports our business growth and profitability ambitions with a strong focus on high-quality credit transactions that are managed with a prudent risk appetite. - Our Credit team is part of LGT Group’s Financing department which is comprised of a global but close-knit team of passionate...

Min Experience- 4 yearsYour team The Risk, Legal & Compliance Team consists of 22 people based in Sydney and Melbourne The team covers operational and credit risk, compliance, legal, information security, company secretarial and assurance functions The RL&C team interact extensively with employees across the business The RL&C team actively assist business,...

MelbourneWealth ManagementContract or TemporaryOur client is a leading full-service wealth management firm seeking a candidate to join their Fee Based Team at the Associate level. This candidate will become an important member of the Client Reporting Team, reconciling and analysing Private Wealth Management Client Accounts.The successful applicant will be...

Melbourne- Wealth Management- Contract or TemporaryOur client is a global tier-one Wealth Management firm seeking an experienced Client Onboarding Associate to join their Account Management Team in Melbourne. - This role is open to working holiday visa-holders, as well as those with longer-term visas and residency._ **Key Responsibilities**: - Review and...

MelbourneWealth ManagementContract or TemporaryOur client is a global wealth management business looking to hire recent graduates to join their team on an initial 12-month contract.This role will be a projects based role working in the Risk Management department for a 12-month contract and is a fantastic opportunity to become part of the...

Private Wealth Executive (Acquisition) - Private Banking - **Proactively drive new HNW client growth and acquisition opportunities**: - **Partner with Global Investment Services Directors to drive investment solutions**: - **Permanent opportunity** **How will I help?** Within Private Wealth, we seek to provide unique and differentiated insights,...

Australia - Business management, administration and support - Global Wealth Management **Job Reference #** - 296168BR **City** - Melbourne **Type** - Intern Analyst (Pipeline) **Application Deadline** - 16-Jul-2024 **Your role** - Interested in working in finance, specifically wealth management, but not sure where to start? Do you want to work for a...

_Join Commonwealth Private during an exciting period of growth _ - _Support the delivery of personal advice to high net worth clients _ - _Develop your career in a growing business with authentic leaders and a vibrant team culture**About Commonwealth Private **Commonwealth Private **strives to provide outstanding personal service and trusted advice to high...

MelbourneWealth ManagementContract or TemporaryOur client is a global financial services firm with an extensive presence in the Australian market.Sitting within the Wealth Management business on an initial contract, this role’s primary function is to implement and monitor the firm’s branch supervisory manual and support the business in operating within...

MelbourneWealth ManagementContract or TemporaryOur client is a global tier-one Wealth Management firm seeking an experienced client onboarding / KYC Associate to join their Melbourne team.The ideal candidate will have wealth management / retail broking client onboarding/ KYC / AML experience and ideally some understanding of UK FSA...

Your team - The Account Services team consists of 9 people, all based in Melbourne. - Our work includes onboarding new accounts, maintenance of existing accounts and document management. Your Role - Daily reporting, document reconcilitation and checklist completion. - Managing documentation onsite. - Completing matching of original documents to digital...

This is truly a unique and exciting opportunity! Whether you’re an experienced risk professional looking for a new challenge, or an experienced Financial Services professional, looking to branch out and utilise your knowledge to help mitigate risk across our business, this could be the role for you! As Risk Manager, you will play a pivotal role within our...

Risk Manager This is truly a unique and exciting opportunity! Whether you're an experienced risk professional looking for a new challenge, or an experienced Financial Services professional, looking to branch out and utilise your knowledge to help mitigate risk across our business, this could be the role for you! As Risk Manager, you will play a pivotal...

As a Senior Business Analyst, you are required to build and maintain working relationships with your immediate scrum team, as well as the broader project team (other scrum teams), stakeholders, product owners, Business Services and SMEs. You will need to identify and manage risk according to delivery framework, policies and project governance and will...

This is a truly exciting 6 month fixed-term opportunity! Whether you’re an experienced risk professional looking for a new challenge, or an experienced Financial Services professional, looking to branch out and utilise your knowledge to help mitigate risk across our business, this could be the role for you! As Risk Manager, you will play a pivotal role...