Wealth Management Jobs Melbourne

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...

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...

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...

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...

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...

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...

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...

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....

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...

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...

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....

Our client is a leading global wealth management firm seeking an experienced equity markets Dealers Assistant - Mandarin Speaking in Melbourne or Sydney 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...