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
Stockbroking - Dealers Assistant
Melbourne
Wealth Management
Permanent
Our client is a global financial institution seeking a Dealers Assistant to join their Australian Wealth Management/Stockbroking Department servicing their HNW Clients in their Melbourne office. As part of the client-facing advisory team, the role will be directly supporting private client advisers, and the broader investment, product, and services team, as well as operations and support functions....
Read moreStockbroking Dealers Assistant - Mandarin Speaking (12-month contract)
Melbourne, SydneyWealth ManagementContract or Temporary
Our client is a leading global wealth management firm seeking an experienced equity markets Dealers Assistant - Mandarin Speaking in Melbourne or Sydney on an initial 12-month contract. A key function of the role is the ability to deal confidently with Financial Advisors (FAs) and their clients in a high volume, time critical environment. To be successful in this role you will need to demonstrate knowledge of the financial advice process, financial markets and product and industry...
Read moreTrust Account & Bank Reconciliations Analyst - 12-month contract
MelbourneWealth ManagementContract or Temporary
Our client is a leading global wealth management firm seeking a Trust Account & Bank Reconciliations Analyst on a 12-month contract role within the Risk and Control team. The Risk and Control team are primarily responsible for reconciliation of trust and bank accounts as well as fee billing processing on client accounts. The purpose of this...
Read moreTransaction Services Operations - Wealth Management - 12-month initial contract
MelbourneWealth ManagementContract or Temporary
Working with a leading global wealth management firm in their Melbourne office, this initial 12-month contract role will provide support in the Transaction Services operations team. In the next 12 months this role will evolve to include project work, not just processing work. The team covers key functionalities including managing cash payments, funding positions, settlements,...
Read moreKYC Periodic Review - Private Wealth - 12-month initial contract
MelbourneWealth ManagementContract or Temporary
Our client is a leading Private Wealth Manager seeking an experienced KYC candidate to join their team for an initial 12-month contract in their Melbourne office. This position lies with the Account Management Team, a team that is responsible for ensuring that Know Your Client (KYC) documentation throughout the client lifecycle is maintained, complies...
Read moreStockbroking - Dealers Assistant
MelbourneWealth ManagementPermanent
Our client is a global financial institution seeking a dealers assistant to join their Australian wealth management/stockbroking department servicing their HNW clients in their Melbourne office. As part of the client-facing advisory team, the role will be directly supporting private client advisers, and the broader investment, product, and services team, as well as operations and support functions....
Read moreWealth Management - Asset Transfers Analyst - initial 6-month contract
MelbourneWealth ManagementContract 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...
Read moreClient Onboarding Specialist - Private Wealth - 12-month initial contract
Melbourne, SydneyWealth ManagementContract 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...
Read moreOperational Risk Manager - Wealth Management - 12-month contract
MelbourneWealth ManagementContract 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...
Read moreWealth Management - Client Portfolio Reporting Associate
MelbourneWealth ManagementContract 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,...
Read moreSenior Business Analyst - Risk Project
Melbourne, SydneyWealth ManagementContract 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...
Read moreWealth Management - Client Account Maintenance (6m and 12m contracts)
MelbourneWealth ManagementContract 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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A leading Private Bank business, and one of the largest wealth managers worldwide, is looking for a Client Service Executive to support the Relationship Managers and Investment Managers: https://ow.ly/cgoc50THsNM
Our client is seeking a Director of Transfer Agency Operations in HK, to lead operations teams, is responsible for the day to day activities of the team covering transfer agency, investor AML, implementation and client servicing.
A large, diverse financial services firm is seeking a Senior Trading Application Support Analyst to join their Sydney office, working with a global production support team: https://ow.ly/4sAQ50THsB2
A leading global trading firm is seeking a Director of Liquidity Management to manage various liquidity providers to ensure that pricing and execution is optimised for clients and the business: https://ow.ly/laRg50THrVa
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