Wealth Management
Showing results for: "Wealth Management"
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 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...
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Wealth Management - Client Service Manager (12-month initial contract)
Sydney Wealth Management Contract or Temporary
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...
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Adviser Team Assistant - Stockbroking
Sydney Wealth Management Contract or Temporary
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...
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DTR - Institutional Equity
Sydney Wealth Management Permanent
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...
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Associate Advisor - 12-month initial contract
Melbourne Wealth Management Contract or Temporary
Our client is a global tier-one Private Wealth Advisory firm seeking to hire an Associate Advisor to join their Melbourne team supporting 3 leading private client advisers and their HNW clients. The role will be directly supporting 3 private client advisers, liaising with their clients, placing trades on client behalf and providing further operational assistance to the team. The ideal background will...
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Wealth Management - Client Service & Operations Associate ( 12m contract)
Melbourne Wealth Management Contract or Temporary
Our client is a leading global wealth management firm seeking an experienced equity markets focussed Client Services Associate in Melbourne on an initial 12-month contract. The Client Service Team within Operations is responsible for supporting client offboarding, Deceased Estate processing and Asset Transfers including International and CHESS Sponsorship functions for the Wealth Management business. The role will be...
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Business Analyst - Wealth Management KYC Automation
Sydney Wealth Management Contract or Temporary
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...
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Wealth Management - Client Service Manager - Mandarin Speaking ( 12m contract)
Melbourne, Sydney Wealth Management Contract or Temporary
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...
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Business Support - Wealth Management
Adelaide Wealth Management
Our client is one of the largest wealth management firms in the world, seeking a Business Support Associate to join their team in Adelaide. A motivated individual who thrives under pressure and can meet tight deadlines to drive the efficiency of administrative processes, ensuring compliance, and fostering effective communication across national teams. Key Responsibilities: Operational...
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Investment Specialist - Private Wealth
Melbourne Wealth Management Permanent
This is a fantastic opportunity to join a leading financial services provider in a permanent position in their Melbourne office. The role is ideal for an experienced investment professional with a passion for working with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients, delivering tailored wealth management strategies and exclusive investment opportunities....
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Wealth Management Business Analyst (12-month contract)
Sydney Wealth Management Contract or Temporary
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...
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Wealth Management - Client Service Manager - Mandarin Speaking (12-month contract)
Melbourne Wealth Management Contract or Temporary
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 clients in a high volume, time critical environment. To be successful in this role you will need to demonstrate knowledge of the financial advice...
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Latest market insights
DigitalX names interim chief executive
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X feed
Australian Dollar rebounds modestly from multi-year lows: https://ow.ly/PofX50UFQ3A
Gold could surpass US$3.1k in 2025, this wealth giant says: https://ow.ly/8X8h50UFQ0f
Local ETF industry on track for $300bn, fund manager says: https://ow.ly/ZXCL50UFPSu
Centuria Bass Credit names former Wallabies vice-captain as deputy CEO: https://ow.ly/YVAJ50UFPNx
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