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
KYC Data Consultant - 12-month contract



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



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



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



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:...
Read moreWealth Management - Operations Analyst / Associate



Our client is a well renowned global wealth management firm with a sizeable presence in Melbourne. They are seeking a sharp, well-spoken candidates ideally with over 2 years' experience within equity or treasury operations to join their operations team on an initial 12-month contract with view to turn permanent for successful applicants. Ideally seeking 2-3...
Read moreSenior Compliance Consultant - Asset Management



Leading global asset manager seeking a highly experienced senior compliance consultant to join them on a long-dated compliance project basis. The temporary role is for a Senior Compliance Consultant, based in Melbourne. The individual will work within a regional Asset Management Compliance team operating in a successful international Asset Management business, reporting to Head of...
Read moreWealth Management - Operations/Client Services - Graduate opportunity



Our client is a well-renowned global wealth management firm with a sizeable presence in Melbourne. They are seeking a sharp, well-spoken recent graduates ideally with a minimum of one year's experience within financial services operations or client services, to join their operations division on an initial 12-month contract with the view to go permanent at...
Read moreJunior Business Analyst - Wealth Management - 12-month contract



Our client is a leading global wealth manager seeking a junior Business Analyst to join their Change Management team. This role is for a Junior Business Analyst role who will be assisting the Change Manager in executing change projects for Operations. The main responsibilities is to work closely with users to detail business requirements, analyses user...
Read morePrivate Client Adviser



We are seeking mid- to senior-level equities advisers to join a leading boutique firm in Melbourne with highly respected institutional sales, corporate finance and equities research teams. They have strong research capabilities with exceptional deal flow in mining and energy, health and technology. They are seeking to hire 2 additional Advisers into their wealth management team. These may...
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