Wealth Management

Showing results for: "Wealth Management"

Stockbroking - Dealers Assistant

Posted by Anton Murray Consulting on 18 Mar, 2024
Adelaide
Wealth Management
Permanent
Our client is a global financial institution seeking a dealers assistant to join their Australian wealth management/stockbroking department servicing their HNW clients in their Adelaide office. As part of the client-facing advisory team, the role will be directly supporting private client advisers, and the broader investment, product, and services team, as well as operations and support functions....
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Stockbroking - Dealers Assistant

Posted by Anton Murray Consulting on 18 Mar, 2024
Melbourne
Wealth Management
Permanent
Our client is a global financial institution seeking a dealers assistant to join their Australian wealth management/stockbroking department servicing their HNW clients in their Melbourne office. As part of the client-facing advisory team, the role will be directly supporting private client advisers, and the broader investment, product, and services team, as well as operations and support functions....
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Stockbroking - Advisers Assistant - HNW clients- 12-month contract

Posted by Anton Murray Consulting on 26 Feb, 2024
Sydney
Wealth Management
Permanent
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 of the Adviser Assistants role is the ability to deal confidently with Private Client Advisors and their HNW clients in a high volume,...
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Wealth Management Business Analyst - Initial 12-month contract

Posted by Anton Murray Consulting on 20 Feb, 2024
Sydney
Wealth Management
Contract or Temporary
Our client is a leading global financial institution looking for Business Analysts to join their Project Team within their Wealth Management division, working on projects throughout the APAC region. Our client is targeting a candidate with 5-8 years' experience in business analysis and/or product development to join as a more junior and generalist member of...
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Wealth Management - Asset Transfers Analyst - initial 6-month contract

Posted by Anton Murray Consulting on 16 Feb, 2024
Melbourne
Wealth Management
Contract or Temporary
Our client is a global tier-one Wealth Management firm seeking an Asset Transfer Support Analyst to join their Melbourne Operations Team on an initial 6-month contract. Position Summary: This position sits within the Australian Operations Team, and has a diverse set of responsibilities, including correctly settling and recording numerus transactions per day, identifying, and mitigating all operational...
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Office & Events Coordinator - Private Wealth Management

Posted by Anton Murray Consulting on 07 Feb, 2024
Sydney
Wealth Management
Permanent
This is a fantastic opportunity to work with a leading Australian wealth management advisory firm. The Office & Events Coordinator role is a permanent position based in Sydney.  The role will be responsible for supporting the Head of Wealth / Head of Advice and the Private Wealth management leadership team with EA type work, but we are also seeking...
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Wealth Management - KYC Periodic Review Associate - 12-month contract

Posted by Anton Murray Consulting on 17 Jan, 2024
Sydney
Wealth Management
Contract or Temporary
Our client is a global tier-one Wealth Management firm seeking an experienced KYC Periodic Review Associate to join their Sydney Account Management Team on an initial 12-month contract. The ideal candidate will have wealth management / Private banking / client onboarding / KYC experience from a global firm and ideally some understanding of UK FSA regulations alongside...
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Wealth Management - Client Services & Dealers Assistant

Posted by Anton Murray Consulting on 17 Jan, 2024
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 Client Services & Dealer Assistant role is the ability to deal confidently with Private...
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KYC Periodic Review - Private Wealth - 12m initial contract

Posted by Anton Murray Consulting on 07 Dec, 2023
Sydney
Wealth Management
Contract or Temporary
Our client is a leading Private Wealth Manager seeking an experienced KYC  candidate to join their team for an initial 12 month contract in their Sydney office.   This position lies with the Account Management Team, a team that is responsible for ensuring that Know Your Client (KYC)  documentation throughout the client lifecycle is maintained,...
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Stockbroking Dealers Assistant

Posted by Anton Murray Consulting on 29 Nov, 2023
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 Dealers Assistants role is the ability to deal confidently with Private Client Advisors and...
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Client Onboarding Specialist - Private Wealth - 12-month initial contract

Posted by Anton Murray Consulting on 27 Nov, 2023
Melbourne, Sydney
Wealth Management
Contract or Temporary
Our client is a leading Private Wealth Manager seeking an experienced Client Onboarding / KYC candidate to join their team for an initial 12 month contract in either Sydney or Melbourne.   This position lies with the Account Management Team, a team that is responsible for ensuring that Know Your Client (KYC) account opening documentation...
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Product Risk Manager - FLOD - 12-month contract

Posted by Anton Murray Consulting on 23 Nov, 2023
Sydney
Wealth Management
Contract or Temporary
Our client is a global financial services firm with a strong presence in Australia. Sitting within the Wealth Management business on an initial contract, this role's primary function is to ensure that operational risks remain within appropriate appetite levels. Key Requirements: Conduct ongoing surveillance of key controls implemented by the Investment Solutions team. Responsible for...
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Our client is a large, diverse financial services firm seeking a Trading Desk Applications Support Specialist. This role will be hired on an initial 9 – 12-month contract: https://ow.ly/kEpk50R2PcX

We are seeking experienced candidates for a role which is responsible for the day-to-day compliance and tax reporting obligations of our client’s group in Australia and New Zealand: https://ow.ly/3wj250R2P90

Our client is a global financial institution seeking a dealers assistant to join their Australian wealth management/stockbroking department servicing their HNW clients in Adelaide: https://ow.ly/74po50QWiuh

We are seeking proactive and personable candidates with administrative experience who are interested in forging a career within financial services and property: https://ow.ly/Spqs50QWiiO

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