Wealth Management
Showing results for: "Wealth Management"
Wealth Management - Desk Assistant
Sydney 
Wealth Management 
Contract or Temporary
Our client is a Tier 1 Private Wealth Manager seeking a Desk Assistant to join their team for an initial 12-month contract. Our client 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...
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Manager - Product & Suitability Risk
Sydney Wealth Management Contract or Temporary
Our client is a leading Wealth Management firm seeking a Manager of Operational Risk for an initial 12-month contract starting in February 2023. This role sits within the organisation's Wealth Management Risk Team and the key function is to assist managing, overseeing and developing the Product Governance and Suitability Risk Frameworks for the firm, as...
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Operational Risk Manager - Wealth Management - 12-month contract
Sydney Wealth Management Contract or Temporary
Our client is a leading Wealth Management firm seeking a Manager of Operational Risk for an initial 12-month contract starting in February 2023. This role sits within the Wealth Management Operational Risk division in Line 1. The Operational Risk team is an independent function that oversees, monitors, measures and analyses operational risks across the Wealth...
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Trading Operations Manager
Sydney Wealth Management Permanent
Our client provides an end-to-end Global Platform to trade shares in private companies and unlisted trusts, which also includes capital raising activities and full transaction management services. They are seeking to employ a seasoned professional from the securities industry to enhance their trading platform capability. Working closely with the sales team, the candidate will be...
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Fintech Business Development Manager
Sydney Ancillary Areas, Wealth Management Permanent
Our client is an ASX-listed Fintech company based in Sydney providing integrated digital management platforms, compliance automation, and IPO allocation automation to stockbrokers and wealth management firms. Due to their recent growth & expansion, they are looking for a junior to mid-level Business Development Managers to assist in growing revenues across their product line, engaging...
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Stockbroking - Dealers Assistant - 12-month initial contract
Melbourne Wealth Management Contract or Temporary
Our client is a global tier-one broker seeking a Dealers Assistant to join their Melbourne team supporting three leading private client advisers and their HNW clients. The role will be directly supporting three private client advisers, liaising with their clients, placing trades on the client's behalf, and providing further operational assistance to the team. The...
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Client Service Account Manager - FinTech - Wealth Management
Sydney Wealth Management Permanent
Our client is a leading ASX-listed FinTech firm servicing the stockbroking and wealth management industry with its automated operations technology. They are rapidly growing with a strong pipeline of new business and planned overseas expansion. Due to this, they need an additional headcount to service their current clients and be their Account Manager and the...
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Wealth Management Client Onboarding Associate - 12-month initial contract
Sydney Wealth Management Contract or Temporary
Our client is a global tier-one Wealth Management firm seeking an experienced client onboarding Associate to join their Sydney team. The ideal candidate will have wealth management / retail broking / wealth management client onboarding/ KYC / AML experience and ideally some understanding of UK FSA regulations. Responsibilities: Review and approve client account documentation; understand...
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Wealth Management Client Onboarding / KYC Associate - 12-month initial contract
Melbourne Wealth Management Contract or Temporary
Our client is a global tier-one Wealth Management firm seeking an experienced client onboarding / KYC Associate to join their Melbourne team. The ideal candidate will have wealth management / retail broking client onboarding/ KYC / AML experience and ideally some understanding of UK FSA regulations. Responsibilities: Review and approve client account documentation; understand and enforce current AML...
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Senior Business Analyst – FinTech - Wealth Management
Sydney Wealth Management Permanent
Our client is a leading Fintech firm that works in support of AFSL’s stockbrokers, advisers and other wealth firms. They’re rapidly expanding and have many internal projects on; as such they’re seeking an experienced Business Analyst – ideally with an understanding and experience in equity markets and the stockbroking industry. The BA will work with...
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Project Manager – Wealth Management Fintech
Sydney Wealth Management Permanent
Our client is a leading ASX-listed Fintech firm that works in support of AFSL’s stockbrokers, advisers and other wealth management firms with digitising and automation of operational and compliance processes. They are rapidly expanding and have many internal projects on; as such they’re seeking an additional Project Manager – ideally with an understanding and experience...
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Stockbroking Office Admin Assistant
Sydney Wealth Management Permanent
Our client is a leading global investment bank with a focus on providing individuals and institutions with strategic advice and helping them implement these strategies through effective guidance and execution. A key function of this role is providing operational support to the branch's wealth management department through conducting administrative, operational, and compliance functions within a...
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RBA names new head of domestic markets: http://ow.ly/ZIAa50MLhHk
This is an exceptional Unit Pricing Analyst position, working for a highly-regarded super fund based in Melbourne on an initial 6-month contract: http://ow.ly/roiP50MK80k
Why nuance matters in ESG investing: http://ow.ly/3UjJ50MK7Ev
Our client is a leading Australian financial institution seeking an experienced and knowledgeable Treasury Operations candidate to join and lead their small Treasury Ops team: http://ow.ly/Syuv50MIBIh
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