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
Wealth Management - Treasury Transaction Services - 12-month initial contract
Melbourne
Wealth Management
Contract or Temporary
Working with a leading global wealth management firm in their Melbourne office, this initial 12-month contract role will provide support in the Transaction Services operations team. The team covers key functionalities including managing cash payments, funding positions, settlements, and bookings across Wealth Management Businesses. This is a key support role in a fast-paced environment, with...
Read moreKYC Migration Analyst - Private Wealth - 12-month contract
Melbourne, Sydney
Wealth Management
Contract or Temporary
A leading financial services organisation is undertaking a strategic platform migration initiative to transition domestic client accounts and data into international investment and client relationship management (CRM) platforms. This contract opportunity has been created to support the data migration and compliance verification phase of a multi-year transformation program. The successful candidate will support KYC and...
Read moreWealth Management - Client Service Associate (12-month contract)
Melbourne
Wealth Management
Contract or Temporary
Our client is a US-headquartered global wealth management firm seeking an Equity Markets focused Client Services Associate to join their Melbourne office on an initial 12-month contract. This role sits within a high-performing client services team supporting advisers and their clients in a fast-paced, time-sensitive environment. It requires someone who is comfortable operating at volume, can manage competing...
Read moreClient Offboarding Associate - Private Wealth - 12-month initial contract
Melbourne, Sydney
Wealth Management
Contract or Temporary
Our client is a leading Private Wealth Manager seeking an experienced Client Offboarding, Deceased Estate processing and Asset Transfers candidate to join their team for an initial 12-month contract in their Sydney or Melbourne office. This position lies with the Client Services Team, a team that is responsible for supporting Client Offboarding, Deceased Estate processing and...
Read moreWealth Management - Client Service Associate (12-month contract)
Melbourne
Wealth Management
Contract 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. A key function of the Client Service Associates role is the ability to deal confidently with Advisors and their clients in a high volume, time critical environment. To be successful in this role...
Read moreBranch Risk Associate - Private Wealth Management
Melbourne, Sydney
Wealth Management
Contract or Temporary
A leading international wealth management firm is seeking a Branch Risk Analyst or Associate for an initial 12-month contract with the view to extend in either their Melbourne or Sydney office. The ideal profile will have 3+ years' Risk Management/Compliance experience within financial services - ideally wealth management / stockbroking. Position Summary: The key function...
Read moreManager - Business Services Accounting / Advisory
Melbourne
Wealth Management
Permanent
Our client is a specialist Chartered Accounting and Business Advisory firm seeking a new Manager of their Business Services / Advisory Accounting team based in Melbourne. This role is a Permanent, full-time role with hybrid work, leading a team, managing a portfolio of clients, and providing strategic business and wealth advisory. About the Role:As a...
Read morePrivate Wealth EA - 12-month contract
Melbourne
Investment Banking, Wealth Management
Contract or Temporary
This global US Private Wealth powerhouse is seeking an Executive Assistant for a long-dated 12-month contract, supporting a high performing UHNW Private Wealth Advisory team in Melbourne. The firm is deeply established across private wealth management, corporate finance, equity research, investment strategy and institutional sales, and is known for fostering a collaborative, respectful and forward...
Read moreWealth Management - Client Service Associate
Melbourne
Wealth Management
Contract 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. Key responsibilities include: Facilitation of all administrative client queries Client on-boarding, including preparation of account documentation, creation of client record in systems. Arrange and assist with maintenance of client account and records, in...
Read moreFinancial Advisor - Sydney/Remote
Brisbane, Melbourne, Sydney
Wealth Management
Permanent
We are recruiting for a leading financial services group within the wealth and asset management sector. This permanent and full-time role is ideally suited to an experienced Financial Adviser who meets FASEA and ASIC requirements and can commence immediately. The position offers the opportunity to provide high-quality, tailored financial advice within a strong compliance-driven and client-focused environment....
Read moreAdvisor Team Assistant – Private Wealth
Melbourne
Wealth Management
Permanent
An exceptional opportunity has arisen for an Advisor Team Assistant to join a prominent US private wealth advisory team, supporting a small group of senior investment advisers in a premium client-focused environment. This role offers a valuable entry point into private wealth management, where you will gain exposure to financial markets, client servicing, and the...
Read moreHNW 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...
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