Wealth Management Jobs Sydney

Our client is a leading Wealth Management firm seeking a KYC Data consultant 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 and data throughout the client lifecycle is maintained and complies with...

Our client is a leading global wealth management firm seeking an experienced equity markets focussed Client Service Manager in Sydney on an initial 12-month contract.  A key function of the  role is the ability to deal confidently with Private Client Advisers and their HNW/ UHNW 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...

Our client is a leading Australian stockbroker that provides a full brokerage service to individual clients investing in both domestic and international equities, and wealth management services including financial planning, margin lending and managed funds investments. A key function of the Team Assistants role is the ability to deal confidently with Private Client Advisors and...

Our client is a leading institutional stockbroking firm seeking a mid-level DTR to support their Institutional Equity Sales team with trade execution. The role will report into the Head of Institutional Sales and work closely with their Senior DTR. You will be responsible for the orderly, timely and compliant execution of client orders in the...

Leading global Wealth Management firm seeking an experienced Business Analyst with circa 5-8 years BA experience from within the Wealth Management industry for a initial 12m contract  The Project Management Team is responsible for managing the transformation agenda of the business by developing strategy and solutions along with our technology and functional groups to generate...

Our client is a leading global wealth management firm seeking an experienced equity markets focussed Client Service Manager with native  Mandarin language skills in Melbourne or Sydney on an initial 12-month contract.  A key function of the  role is the ability to deal confidently with Private Client Advisors and their HNW/ UHNW clients in a high volume, time critical environment. To be successful in this role you will need to demonstrate knowledge of the financial...

Our client is a leading global wealth management firm seeking an individual that has prior wealth management operations experience to join their team working on a client experience project as a Business Analyst for an initial 12m contract role.  Working within the Wealth Management sales and marketing function the Business Analyst role will be accountable...

A leading global wealth management firm is seeking an experienced equity markets  Dealers Assistant (Mandarin Speaking) in 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 trends. You will need to have a high attention to detail and...

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...

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...

Our client is a leading global wealth management firm with a sizeable office in Sydney. They are seeking candidates with 1 - 3 years' administration experience in either a corporate or, ideally another financial services institution, for a 12-month initial contract with view to go permanent. A key function of this role is providing operational...

Our client is a leading Australian stockbroker that provides a full brokerage service to individual clients investing in both domestic and international equities, and wealth management services including financial planning, margin lending and managed funds investments. A key function of the Client Services & Dealer Assistant role is the ability to deal confidently with Private...