The financial services market in Melbourne plays an important role in the both local and national economies. With some of the biggest industry superannuation funds based here, wealth management jobs in Melbourne are prevalent. There are positions available across a diverse range of roles and job descriptions in investment management, financial planning, tax advice and estate planning.
Filter results for Wealth Management Jobs Melbourne
HNW WM Client Onboarding Specialist - 12-month contract
Melbourne
Wealth Management
Contract or Temporary
This position lies with the Account Management Team (AMT), a team that is responsible for ensuring that Know Your Client (KYC) account opening documentation complies with the firm’s global standards and any additional local regulatory requirements. The ideal candidate will have experience working in a Compliance / AML function or has onboarding experience at another...
Read moreWealth Management - Client Service Associate - 12-month contract
MelbourneWealth ManagementContract 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...
Read moreClient Reporting Associate - Wealth Management - 12-month initial contract
MelbourneWealth ManagementContract or Temporary
Our client is a leading global wealth management firm seeking an experienced equity markets focussed Operations candidate in Melbourne on an initial 12-month contract. The role is for an associate to support the Manager of the Fee Based Team in managing the high-net-worth clients’ reporting. This includes reconciliation of client transactions, reviewing client performance information, reconstructing client cost...
Read morePrivate Wealth Team Assistant
MelbourneWealth ManagementPermanent
A prominent Wealth Management firm is seeking a Private Wealth Team Assistant to join their Melbourne office. With a strong presence across private wealth management, corporate finance, equity research, investment strategy, and institutional sales, the firm fosters a collaborative and innovative culture. It offers a flexible, respectful, and supportive work environment. As a Team Assistant within the Private Wealth team, you’ll...
Read moreWealth Management - Client Service Manager - 12-month initial contract
MelbourneWealth ManagementContract or Temporary
Our client is a leading global wealth management firm seeking an experienced equity markets focussed Client Service Manager in Melbourne 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...
Read moreAssociate Advisor - 12-month initial contract
MelbourneWealth ManagementContract 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...
Read moreWealth Management - Client Service & Operations Associate ( 12m contract)
MelbourneWealth ManagementContract 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...
Read moreWealth Management - Client Service Manager - Mandarin Speaking ( 12m contract)
Melbourne, SydneyWealth ManagementContract 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...
Read moreInvestment Specialist - Private Wealth
MelbourneWealth ManagementPermanent
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....
Read moreWealth Management - Client Service Manager - Mandarin Speaking (12-month contract)
MelbourneWealth ManagementContract 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...
Read moreStockbroking Dealers Assistant - Mandarin Speaking (12-month contract)
MelbourneWealth ManagementContract or Temporary
Our client is a leading global wealth management firm, seeking an experienced equity markets Dealer Assistant (Mandarin Speaking) in Melbourne on an initial 12-month contract. A key function of the role is the ability to deal confidently with Financial Advisors (FAs) and their 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 product and industry trends. You will need to have a high attention...
Read moreStockbroking - Dealers Assistant
MelbourneWealth ManagementPermanent
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....
Read more
Latest market insights
Unlisted holdings weigh on AustralianSuper returns, but fund remains committed
› Read moreFund managers race to capture fixed income ETF boom
› Read moreHow spotting pigeons on the runway helped an AI revolution at UniSuper
› Read morePerformance test review on the table
› Read more
Private markets regulation ‘must not hinder super fund investment’, ASFA warns
› Read more
X feed
How spotting pigeons on the runway helped an AI revolution at UniSuper: https://ow.ly/fMUT50WHitA
We are seeking candidates with 4 + years’ relevant EA or TA experience for this initial contract role with a leading investment bank in Sydney’s CBD: https://ow.ly/Y5Oi50WHg43
Our client is a leading global investment bank with a focus on providing individuals and institutions with strategic advice. They’re seeking experienced candidates for a role on an initial 12-month contract with the view to extend: https://ow.ly/islU50WGovl
A leading global financial services firm is seeking a highly skilled and experienced Custody Operations / Middle Office Specialist with very strong Hiport system experience to join their team: https://ow.ly/R1q850WGosc
Our clients include
