Wealth Management
Showing results for: "Wealth Management"
Stockbroking Dealers Assistant
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 - 12m initial contract
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
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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Operational Risk Manager - Wealth Management - 12-month contract
Melbourne Wealth Management Contract or Temporary
Our client is a global financial services firm with an extensive presence in the Australian market. Sitting within the Wealth Management business on an initial contract, this role's primary function is to implement and monitor the firm's branch supervisory manual and support the business in operating within specific risk appetite levels. Key Responsibilities: Develop strong...
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Strategy & Change Consultant - 12-month initial contract
Sydney Wealth Management Contract or Temporary
Our client is a leading full-service wealth management firm with a sizeable presence in Australia. They are seeking an experienced management consultant to join them for an initial 12-month contract, with a start date in late January / early February 2024. The role will assist the COO in executing strategic, risk and regulatory, and operational...
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Management Information Data Analyst - Wealth Management
Sydney Wealth Management Contract or Temporary
Our client is a leading full services wealth management firm seeking a junior data analyst to join their team on an initial 12-month contract. This role supports the Head of the Account Management projects team with tracking core tasks, including regulatory driven process and new digital initiatives. The role will use data across multiple systems...
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Senior Business Analyst - KYC Onboarding Project Focus
Sydney Wealth Management Contract or Temporary
Our client is a leading global financial institution looking for Business Analysts to contribute to join their Project Management Team within their Wealth Management division. The ideal candidate will have 5-10 years' experience in business analysis and/or product development, adaptable to suit the needs and dynamic of the team as best as possible, and able...
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Wealth Management - Client Portfolio Reporting Associate
Melbourne Wealth Management Contract or Temporary
Our client is a leading full-service wealth management firm seeking a candidate to join their Fee Based Team at the Associate level. This candidate will become an important member of the Client Reporting Team, reconciling and analysing Private Wealth Management Client Accounts. The successful applicant will be responsible for supporting the Director of the team,...
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Event Manager - Private Wealth Management - 12-month 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 maternity leave cover contract in their Sydney office with the view to someone starting in January 2024. This role plays an integral role in the marketing support provided to the business. It collaborates with the...
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Wealth Management - Client Account Administrator
Perth Wealth Management Contract or Temporary
Our client is a leading full services wealth management firm seeking a junior Client Account Administrator to join their Perth Office to support leading private client advisers and their HNW clients with an ongoing project, with view to expand the scope of responsibilities and seniority with time. This role will be hired on an initial 12-month full-time...
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KYC Client Account Maintenance Associate - 12-month contract
Sydney Wealth Management Contract or Temporary
Our client is a global tier-one Wealth Management firm seeking an experienced KYC Client Account Maintenance Associate to join their Sydney Accounts Team on an initial 12-month contract with view to extend or transition into a permanent role. The Client Account Maintenance role will be a key point of escalation for day-to-day queries on Account...
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Stockbroking - Dealers Assistant - 12-month initial contract
Adelaide Wealth Management Contract or Temporary
Our client is a global financial institution seeking a Dealers Assistant to join their Wealth Management/Stockbroking Department in their Adelaide Office to support 3 private client advisers and their HNW clients. The role will be directly supporting 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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A leading full-service wealth management firm with a sizeable presence in Australia is seeking an experienced management consultant to join them for an initial 12-month contract, with a start date in late January / early February 2024: https://ow.ly/pbhU50QaAB3
Our client is a global financial services firm with an extensive presence in the Australian market, seeking experienced candidates for a contract role in Melbourne: https://ow.ly/6pMB50QaAae
We are seeking candidates a few years’ First Line of Defence Ops risk experience for a role with a global financial services firm: https://ow.ly/6fN250QaA7O
Our clients include
