Wealth Management
Showing results for: "Wealth Management"
Wealth Management - Treasury Transaction Services - 12-month initial contract
Melbourne
Wealth Management
Contract 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. The team covers key functionalities including managing cash payments, funding positions, settlements, and bookings across Wealth Management Businesses. This is a key support role in a fast-paced environment, with...
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Senior Executive Assistant / Business Manager
Sydney
Wealth Management
Permanent
Our client is a boutique financial services firm based in the CBD of Sydney. They have an office of 42 staff in Sydney + a small office in Melbourne with 5 staff. They are seeking an experienced EA to provide exclusive executive and administrative support to the Managing Director and CFO. As well as the usual...
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Client Services Associate - Wealth Management
Brisbane
Wealth Management
Permanent
Our client is a boutique wealth manager, with institutional capability based in Brisbane. They offer clients the best of both worlds - greater flexibility and customisation than bigger firms due to their nimbleness, whilst retaining the ability to negotiate with the world’s largest investment houses due to scale. Their advice team is one of the...
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KYC Data Consultant - 12-month contract
Sydney
Wealth Management
Contract or Temporary
Our client is a leading Wealth Management firm seeking a KYC Data consultant for an initial 12-month contract with the view to extend. This position lies with the client account management team, a team responsible for ensuring that Know Your Client (KYC) documentation throughout the client lifecycle is maintained and complies with the firm’s global standards, as...
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Fixed Income Portfolio Analyst - Private Wealth
Sydney
Wealth Management
Contract or Temporary
We're looking for a talented Fixed Income Portfolio Analyst to join our client's prestigious Private Wealth team in Sydney. This is an initial 12-month contract role based in Sydney CBD. As a Fixed Income Portfolio Analyst, you will play a crucial part in delivering high-quality investment solutions to their HNW/ UHNW private clients. This role...
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Manager - Wealth Management Client Services
Sydney
Wealth Management
Contract or Temporary
A Tier 1 global Wealth Management Advisory firm is seeking an experienced candidate to manage a team of Client Services and Operations staff and provide front office and risk support to the business in their Sydney office. The role will be initially hired on a 12-month contract with view to extend or go permanent for...
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Client Service & Operations Associate - Private Wealth - 12-month initial contract
Sydney
Wealth Management
Contract or Temporary
Our client is a leading Private Wealth Manager seeking an experienced Client Services and Operations candidate to support Private Client Offboarding, Deceased Estate processing and Asset Transfers for an initial 12-month contract in their Sydney office. This position lies with the Client Services Team, a team that is responsible for supporting Client Offboarding, Deceased Estate...
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Stockbroking - Client Services Manager (initial 12-month contract)
Sydney
Wealth Management
Contract or Temporary
Our client is a leading global wealth management firm seeking an experienced equity markets focussed CSM in Sydney on an initial 12-month contract with view to extend. 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 advice process, financial...
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KYC Migration Analyst - Private Wealth - 12-month contract
Melbourne, Sydney
Wealth Management
Contract or Temporary
A leading financial services organisation is undertaking a strategic platform migration initiative to transition domestic client accounts and data into international investment and client relationship management (CRM) platforms. This contract opportunity has been created to support the data migration and compliance verification phase of a multi-year transformation program. The successful candidate will support KYC and...
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Business Administrator Analyst - Stockbroking - 12-month contract
Sydney
Wealth Management
Contract or Temporary
Our client is a leading global Wealth Management firm with a focus on providing individuals and institutions with strategic advice and helping then implement these strategies through effective guidance and execution. They are seeking candidates with around 2 - 4 years' administration experience in either a corporate or, ideally another financial services institution. A key...
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Client Services Associate - Wealth Management
Sydney
Wealth Management
Permanent
Our client is a boutique wealth manager, with institutional capability. They offer clients the best of both worlds - greater flexibility and customisation than bigger firms due to their nimbleness, whilst retaining the ability to negotiate with the world’s largest investment houses due to scale. Their advice team is one of the most highly regarded...
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Wealth Management - Client Service Associate (12-month contract)
Melbourne
Wealth Management
Contract or Temporary
Our client is a US-headquartered global wealth management firm seeking an Equity Markets focused Client Services Associate to join their Melbourne office on an initial 12-month contract. This role sits within a high-performing client services team supporting advisers and their clients in a fast-paced, time-sensitive environment. It requires someone who is comfortable operating at volume, can manage competing...
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