The financial services market in Melbourne plays an important role in the both local and national economies. With some of the biggest industry superannuation funds based here, wealth management jobs in Melbourne are prevalent. There are positions available across a diverse range of roles and job descriptions in investment management, financial planning, tax advice and estate planning.

Filter results for Wealth Management Jobs Melbourne

Wealth Management - Asset Transfers Analyst - initial 6-month contract

Posted by Anton Murray Consulting on 16 Feb, 2024
Melbourne
Wealth Management
Contract or Temporary
Our client is a global tier-one Wealth Management firm seeking an Asset Transfer Support Analyst to join their Melbourne Operations Team on an initial 6-month contract. Position Summary: This position sits within the Australian Operations Team, and has a diverse set of responsibilities, including correctly settling and recording numerus transactions per day, identifying, and mitigating all operational...
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Client Onboarding Specialist - Private Wealth - 12-month initial contract

Posted by Anton Murray Consulting on 27 Nov, 2023
Melbourne, Sydney
Wealth Management
Contract or Temporary
Our client is a leading Private Wealth Manager seeking an experienced Client Onboarding / KYC candidate to join their team for an initial 12 month contract in either Sydney or Melbourne.   This position lies with the Account Management Team, a team that is responsible for ensuring that Know Your Client (KYC) account opening documentation...
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Operational Risk Manager - Wealth Management - 12-month contract

Posted by Anton Murray Consulting on 23 Nov, 2023
Melbourne
Wealth Management
Contract or Temporary
Our 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 specific risk appetite levels. Key Responsibilities: Develop strong...
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Wealth Management - Client Portfolio Reporting Associate

Posted by Anton Murray Consulting on 07 Nov, 2023
Melbourne
Wealth Management
Contract or Temporary
Our 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 responsible for supporting the Director of the team,...
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Senior Business Analyst - Risk Project

Posted by Anton Murray Consulting on 15 Sep, 2023
Melbourne, Sydney
Wealth Management
Contract or Temporary
Our client is a large, global financial services firm seeking a Senior Business Analyst to work as part of a risk & compliance project team to support the delivery of a range of risk & reg remediation work. Ideally you will be in Melbourne, but our client can accommodate a Sydney-based applicant, on this 12-month...
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Wealth Management - Client Account Maintenance (6m and 12m contracts)

Posted by Anton Murray Consulting on 14 Aug, 2023
Melbourne
Wealth Management
Contract or Temporary
A leading global wealth management firm is seeking two contractors - 1 x 6-month and 1 x 12-month - to assist the client services team to manage a project relating to client account maintenance.  The candidate is expected to liaise with the respective teams that process account maintenance and transfers offshore and work closely with multiple...
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Institutional Equity Sales- Team Assistant

Posted by Anton Murray Consulting on 27 Jul, 2023
Melbourne
Wealth Management
Permanent
Our client is a leading Institutional Equities broker seeking a Sales Assistant to directly support their Institutional Equity Sales team as well as run the office management duties for their small office in Melbourne.   They are seeking someone who has prior stockbroking industry experience  and someone with the ability to get involved in Institutional sales...
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HNW Client Adviser - Sydney or Melbourne

Posted by Anton Murray Consulting on 27 Jul, 2023
Melbourne, Sydney
Wealth Management
Permanent
Our client is a leading Australian boutique stockbroking firm with a unique focused approach, fostering extraordinary outcomes for both clients and stakeholders. Our client has a long-standing prominent profile in building strong corporate relationships especially with small and mid-cap Australian companies, across the mining and industrial sectors. This is an exceptional opportunity for a well-established HNW...
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Wealth Management - KYC Periodic Review Associate -12m contract

Posted by Anton Murray Consulting on 18 Jul, 2023
Melbourne, Sydney
Wealth Management
Contract or Temporary
Our client is a global tier-one Wealth Management firm seeking an experienced KYC Periodic Review Associate to join either their Sydney or Melbourne Account Management Team on an initial 12m contract. The ideal candidate will have wealth management / Private banking / client onboarding / KYC experience and ideally some understanding of UK FSA regulations alongside Australian...
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Wealth Management - Client Onboarding Associate

Posted by Anton Murray Consulting on 15 Jun, 2023
Melbourne
Wealth Management
Contract or Temporary
Our 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 understanding of UK FSA regulations alongside Australian regulations. This role is open to...
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KYC Data Consultant - 12-month contract

Posted by Anton Murray Consulting on 07 Jun, 2023
Melbourne
Wealth Management
Contract or Temporary
Our client is a leading wealth management firm seeking a KYC Data consultant to join their team in their Melbourne office for an initial 12-month contract with the view to extend or transition into permanent. This position lies with the Account Management Team, a team responsible for ensuring that Know Your Client (KYC) documentation throughout the client...
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Graduate / Entry Level - Wealth Management Client Services

Posted by Anton Murray Consulting on 31 May, 2023
Melbourne
Wealth Management
Contract or Temporary
Our 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 organisation.   This role is entry...
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Our client is a growing international asset manager with a significant market present in Australia. This role is a new senior hire to help support the launch of a fixed income capability for the business. https://ow.ly/uxOV50QKy8F

The ideal candidate for this role will come with 1-3 years’ experience in a retail equity trading client services or operations role, and ideally would have completed their RG146: https://ow.ly/Zz8K50QKy7r

A global financial services firm is seeking a CPS 230 Business Analyst to work on a Risk and Compliance Project, on an initial 9-month contract: https://ow.ly/6B9q50QKy6a

A global financial services firm is seeking an Internal Auditor for a Risk Project, on an initial 9 month+ contract: https://ow.ly/ebaF50QIZWR

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