Wealth Management
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KYC Account Maintenance Analyst – 12-month contract
Sydney 
Wealth Management 
Contract or Temporary
The Account Management Team is responsible for ensuring that KYC documentation and account maintenance activities throughout the client lifecycle are maintained in line with global standards and local regulatory requirements. In this role, you will support a broad range of KYC and client lifecycle activities across different risk levels, working closely with Sales, Compliance, Global...
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Adviser Assistant - Stockbroking
Sydney Wealth Management Permanent
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 Adviser Assistants role is the ability to deal confidently with Private Client Advisers and...
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Client Service Manager - Financial Planning - 12-month initial contract
Sydney Wealth Management Contract or Temporary
The Client Service Manager is often the first point of contact with clients on a broad array of services related to account servicing, financial plans and investment portfolios. Working with the financial advice team, this industry professional brings relationship management experience with knowledge of the financial advice process and markets to cultivate longstanding relationships with...
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Event Manager - Wealth Management - 12-month initial contract
Sydney Wealth Management Contract or Temporary
Our client is a leading full service Wealth Management firm seeking an experienced Event Manager to join them on a 12-month contract in their Sydney office, starting in late September This role plays an integral role in the marketing support provided to the business. It collaborates with the Head of Marketing to deliver a wide...
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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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KYC Migration Analyst – Private Wealth – 12-month contract
Melbourne 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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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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Our client is a leading trading firm with entities around the APAC region. They are seeking a Finance Manager / 2IC to support their APAC Financial Controller: https://www.antonmurray.com/job/finance-manager-global-trading-firm/
We are looking for candidates with a proactive approach and a strong sense of ownership and accountability for a role with our client’s Account Management Team: https://www.antonmurray.com/job/kyc-account-maintenance-analyst-12-month-contract-sydney/
Most HNW Aussies already using AI for investment guidance: https://www.antonmurray.com/most-hnw-aussies-already-using-ai-for-investment-guidance/
Mega IPOs threaten US market tailwind: https://www.antonmurray.com/mega-ipos-threaten-us-market-tailwind/
Our clients include
