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
Senior Business Analyst - Risk Project
Melbourne, Sydney
Wealth Management
Contract or Temporary
Our client is a large, global financial services firm seeking a Senior Business Analyst to work as part of a risk & compliance project team to support the delivery of a range of risk & reg remediation work. Ideally you will be in Melbourne, but our client can accommodate a Sydney-based applicant, on this 12-month...
Read moreWealth Management - Client Account Maintenance (6m and 12m contracts)
MelbourneWealth ManagementContract or Temporary
A leading global wealth management firm is seeking two contractors - 1 x 6-month and 1 x 12-month - to assist the client services team to manage a project relating to client account maintenance. The candidate is expected to liaise with the respective teams that process account maintenance and transfers offshore and work closely with multiple...
Read moreInstitutional Equity Sales- Team Assistant
MelbourneWealth ManagementPermanent
Our client is a leading Institutional Equities broker seeking a Sales Assistant to directly support their Institutional Equity Sales team as well as run the office management duties for their small office in Melbourne. They are seeking someone who has prior stockbroking industry experience and someone with the ability to get involved in Institutional sales...
Read moreHNW Client Adviser - Sydney or Melbourne
Melbourne, SydneyWealth ManagementPermanent
Our client is a leading Australian boutique stockbroking firm with a unique focused approach, fostering extraordinary outcomes for both clients and stakeholders. Our client has a long-standing prominent profile in building strong corporate relationships especially with small and mid-cap Australian companies, across the mining and industrial sectors. This is an exceptional opportunity for a well-established HNW...
Read moreWealth Management - KYC Periodic Review Associate -12m contract
Melbourne, SydneyWealth ManagementContract or Temporary
Our client is a global tier-one Wealth Management firm seeking an experienced KYC Periodic Review Associate to join either their Sydney or Melbourne Account Management Team on an initial 12m contract. The ideal candidate will have wealth management / Private banking / client onboarding / KYC experience and ideally some understanding of UK FSA regulations alongside Australian...
Read moreWealth Management - Client Onboarding Associate
MelbourneWealth ManagementContract or Temporary
Our client is a global tier-one Wealth Management firm seeking an experienced Client Onboarding Associate to join their Account Management Team in Melbourne. The ideal candidate will have wealth management / retail broking / Wealth Management client onboarding/ KYC / AML experience and ideally some understanding of UK FSA regulations alongside Australian regulations. This role is open to...
Read moreKYC Data Consultant - 12-month contract
MelbourneWealth ManagementContract or Temporary
Our client is a leading wealth management firm seeking a KYC Data consultant to join their team in their Melbourne office 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 throughout the client...
Read moreGraduate / Entry Level - Wealth Management Client Services
MelbourneWealth ManagementContract or Temporary
Our client is a global wealth management business looking to hire recent graduates to join their team on an initial 12-month contract. This role will be a projects based role working in the Risk Management department for a 12-month contract and is a fantastic opportunity to become part of the organisation. This role is entry...
Read moreKYC Data Consultant - 12-month contract
Melbourne, SydneyWealth ManagementContract 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 role can be performed in either of our client's Sydney or Melbourne offices. This position lies with the Account Management Team, a team responsible for ensuring that Know Your...
Read moreStockbroking - Dealers Assistant - 12-month initial contract
MelbourneWealth ManagementContract 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...
Read moreWealth Management Client Onboarding / KYC Associate - 12-month initial contract
MelbourneWealth ManagementContract 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...
Read moreGraduate Wealth Management Operations Associate
MelbourneWealth ManagementContract or Temporary
Our client is a global wealth management business looking for a recent graduate to join their Melbourne Account Management team on an initial 12-month contract. This role will be part of a team that supports both local and overseas teams relating to the onboarding and ongoing maintenance of client accounts and data integrity. Key Responsibilities:...
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Our client is seeking a Senior Business Analyst to work in their risk & compliance project team. Ideally you will be in Melbourne, but our client can accommodate a Sydney-based applicant on this 12-month contract: https://ow.ly/XTno50PNCJM
A well-regarded regional asset manager is seeking a Senior Fund Accountant to support their growing Singapore office: https://ow.ly/zmpF50PNCy5
A leading US asset manager with a well-established Singapore office is seeking a Client Executive for their relationship management team: https://ow.ly/1EUr50PN5Z9
A global financial institution is seeking a Dealers Assistant to join their Wealth Management/Stockbroking Department in their Perth Office: https://ow.ly/CwGp50PN5MR
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