Wealth Management
Contract or Temporary

Our Client is a global tier-one Investment Bank seeking a Client Account Onboarding Officer to join their Sydney team for a 3 month contract.

The contract has the potential to carry on longer term and could evolve into a permanent position within operations, in the client onboarding team or as a client services support staff member. The rate payable will be dependant on experience and likely within the range of $28-33ph + super.


  • Review and Approve new client accounts
  • Coordinate International Asset Transfers with custodians and broker counterparties
  • Assist PWM Operations Manager with responsibilities as outlined in the PWM Supervisory Manual.
  • General administrative support for the maintenance of PWM accounts, including scanning and filing where required


  • NASD and NYSD Rules and an understanding of FSA Regulations.
  • 2 years experience in the Australian and global securities markets.
  • Knowledge and understanding of financial markets fundamentals.
  • International Market Operations experience highly regarded
  • Finance Degree highly regarded, but not essential
  • Experience in financial market operations

Apply Now

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