Wealth Management
Showing results for: "Wealth Management"
Operational Risk Manager - Wealth Management - 12-month contract
Melbourne 
Wealth Management 
Contract or Temporary
Our client is a global financial services firm with an extensive presence in the Australian market. Sitting within the Wealth Management business on an initial contract, this role's primary function is to implement and monitor the firm's branch supervisory manual and support the business in operating within specific risk appetite levels. Key Responsibilities: Develop strong...
Read more
Strategy & Change Consultant - 12-month initial contract
Sydney Wealth Management Contract or Temporary
Our client is a leading full-service wealth management firm with a sizeable presence in Australia. They are seeking an experienced management consultant to join them for an initial 12-month contract, with a start date in late January / early February 2024. The role will assist the COO in executing strategic, risk and regulatory, and operational...
Read more
Management Information Data Analyst - Wealth Management
Sydney Wealth Management Contract or Temporary
Our client is a leading full services wealth management firm seeking a junior data analyst to join their team on an initial 12-month contract. This role supports the Head of the Account Management projects team with tracking core tasks, including regulatory driven process and new digital initiatives. The role will use data across multiple systems...
Read more
Wealth Management - Client Portfolio Reporting Associate
Melbourne Wealth Management Contract or Temporary
Our client is a leading full-service wealth management firm seeking a candidate to join their Fee Based Team at the Associate level. This candidate will become an important member of the Client Reporting Team, reconciling and analysing Private Wealth Management Client Accounts. The successful applicant will be responsible for supporting the Director of the team,...
Read more
Event Manager - Private Wealth Management - 12-month contract
Sydney Wealth Management Contract or Temporary
Our client is a leading full-service Wealth Management firm seeking an experienced Event Manager to join them on a 12-month maternity leave cover contract in their Sydney office with the view to someone starting in January 2024. This role plays an integral role in the marketing support provided to the business. It collaborates with the...
Read more
Wealth Management - Client Account Administrator
Perth Wealth Management Contract or Temporary
Our client is a leading full services wealth management firm seeking a junior Client Account Administrator to join their Perth Office to support leading private client advisers and their HNW clients with an ongoing project, with view to expand the scope of responsibilities and seniority with time. This role will be hired on an initial 12-month full-time...
Read more
KYC Client Account Maintenance Associate - 12-month contract
Sydney Wealth Management Contract or Temporary
Our client is a global tier-one Wealth Management firm seeking an experienced KYC Client Account Maintenance Associate to join their Sydney Accounts Team on an initial 12-month contract with view to extend or transition into a permanent role. The Client Account Maintenance role will be a key point of escalation for day-to-day queries on Account...
Read more
Stockbroking - Dealers Assistant - 12-month initial contract
Adelaide Wealth Management Contract or Temporary
Our client is a global financial institution seeking a Dealers Assistant to join their Wealth Management/Stockbroking Department in their Adelaide Office to support 3 private client advisers and their HNW clients. The role will be directly supporting 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 more
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 more
Wealth Management - Client Account Maintenance (6m and 12m contracts)
Melbourne Wealth Management Contract 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 more
Wealth Management Business Analyst - 12-month contract
Sydney Wealth Management Contract or Temporary
A leading global financial institution is looking for intermediate and senior-level Business Analysts to join their Project Management Team within their Wealth Management division. The ideal candidate will have a number of years' experience in project management and/or product development, adaptable to suit the needs and dynamic of the team as best as possible, and...
Read more
Institutional Equity Research Sales: Asian market focus
Sydney Wealth Management Permanent
Our client is a leading institutional equity broker and advisory firm seeking an experienced Institutional Equity Salesperson with an established Asia market domiciled client list to complement their Australian sales desk and lead the broadening of their distribution network in Asia. With an established and proven platform, our client offers a simple, highly leveraged structure....
Read more
Latest market insights
Is there merit to bitcoin usurping gold allocations?
› Read more Why fund managers need to adapt skills for competitive edge with AI
› Read more Chair of $160bn fund appointed Australia’s new governor-general
› Read more Perpetual welcomes new lead partner for wealth management business
› Read more BlackRock advocates active management in new economic regime
› Read more
X feed
Is there merit to bitcoin usurping gold allocations?: https://ow.ly/n1xF50RbWvc
Why fund managers need to adapt skills for competitive edge with AI: https://ow.ly/bf0S50RbWu3
We are seeking candidates with experience in asset fund accounting/registry/investor relations. This role is to work closely with industry-leading Fund Managers, gaining exposure to global alternative asset market in a dynamic, high-performing team: https://ow.ly/h99W50RcO14
Chair of $160bn fund appointed Australia’s new governor-general: https://ow.ly/Z74P50RbWrN
Our clients include
