Wealth Management

Wealth Management

Executive Assistant – Asset Management – 12-month maternity leave cover

Posted by Anton Murray Consulting on . Posted in

The Executive Assistant will provide first class support to the Managing Director and a small team of BDM’s enabling them to achieve the highest level of sales activity and client service.

This position involves frequent contact with a variety of people at all levels within the organisation and external stakeholders.

The Executive Assistant must be able to exercise good judgement, maintain confidentiality and effectively manage multiple tasks with shifting priorities.

Due to internal hiring policy, this role will be hired initially as a contract for 6 months with the view to turn the successful applicant to a permanent employee.

This role will suit an experienced Personal Assistant, Team Assistant, Executive Assistant or Desk Assistant coming from the Asset Management, Investment Banking or Wealth Management industries with over 3 + years’ relevant experience.

Responsibilities:

  • Work closely with the funds sales/BDM and marketing teams.
  • Contribute to the distribution team by providing timely and accurate sales support to maintain and build investment activity.
  • Assist the senior Business Development Managers with required forms of business development and relationship management
  • Engage advisers by both inbound and outbound telephone work
  • Extensive, complex diary management, including coordination of internal and external meetings, calls, video conferences.
  • Maintain team diaries and contacts
  • Telephone answering is a priority & accurate and prompt messages and assistance
  • Travel & book flights and accommodation for team, including knowledge and awareness of the whereabouts of bankers, relevant client activities and travel policy guidelines
  • Expenses & accurately complete expense reports for team each month
  • Coordinate couriers and outgoing mail, distribute incoming mail
  • General administration, including document production (Word) when required; ad hoc project work
  • Client entertainment & organise ad hoc lunches, dinners
  • Coordinate client events and functions
  • Be proactive in producing support materials necessary for meetings and complete a timely follow-up process
  • Assist with Investment Roadshows and Boardroom Briefings

Requirements:

  • Over 3 years’ experience in a support role; PA, EA, or a Team Assistant role ideally from an asset manager or similar financial services environment.
  • Bachelor degree in commerce or related field with exceptional results
  • Ability to build strong lasting relationships
  • Excellent communication skills (written and verbal)

Team Assistant

Posted by Anton Murray Consulting on . Posted in

This is an exceptional opportunity to work for Anton Murray Consulting, a specialist financial services recruitment firm, as a Team Assistant [EA/PA] in support of our Sydney recruitment team with personal support to our Director. We work substantially across 3 disciplines of Investment Banking, Asset Management and Wealth Management; on assignments across our 4 coverage locations of Sydney, Singapore, Melbourne and Hong Kong.

Are you confident, articulate and vivacious? Do you want to work in a fun environment to help connect our exceptional candidates with our awesome clients to progress their careers?

If you answered yes, then please read on…

Our clients are some of the most well-recognised firms in financial services across the region including prominent Investment Banks, Sovereign Wealth Funds, Asset Managers, Asset Owners, Custodians, Private Banks, Private Equity Firms, Physical Commodity Trading Companies, Hedge Funds, FinTech and High-Frequency Trading Firms. We work with some really cool start-up clients as well as the biggest US Investment Banks.

The successful candidate will provide top-level assistance for the Director, and more broadly to the Sydney recruitment team. As an Executive in support of our team you need to be well-organised, comfortable scheduling meetings and responding to emails & calls on behalf of the team and Director. Importantly, this individual should be able to help run business development, and coordination with both clients and candidates on search assignments.

Any prior experience in Talent AcquisitionExecutive Search or Financial Services Recruitment will be held in high regard. Industry knowledge across our three disciplines of Investment Banking, Asset Management and Wealth Management would certainly be beneficial.

Responsibilities include:

  • Calendar management for our Director, Partners, Principals, Snr Associates and Associates across our four coverage locations of Sydney, Melbourne, Singapore and Hong Kong.
  • Proactive business development coordination with existing and prospect clients across the region.
  • Responding to candidate & client emails, including extensive phone interaction with both client-sets. These are high-value calls and require high-quality interaction.
  • Extensive LinkedIn market mapping and headhunt activity. You should be quite proficient in LinkedIn search, or be willing to learn.
  • Attending both client and candidate meetings on a regular basis. At client meetings we will require you to contribute intelligently in conversation over coffee in the boardroom or over an informal client lunch.
  • Job posting and management across various channels; substantially LinkedIn, Seek, and directly to our site.
  • Support and coordination of various marketing activities, focused on interaction with our significant candidate and client network across the region.
  • Support in Employment Agency Licensing administration across both Singapore and Hong Kong. Including interaction with our client and candidate contacts in both locations.
  • Coverage support for the CFO and the Accounts team in a range of accounting tasks; primarily in AP & AR support.
  • Intermittent travel across our three other coverage locations, notably Melbourne, Singapore and Hong Kong. More regularly, this would include travel coordination & diary management for our team across these locations rather than direct travel.
  • Database follow-up work and admin including regular candidate calling and emailing. This will include regular database search activity, to source for assignments.

Qualifications:

  • Bachelor’s degree or working toward your degree. We are an educated workforce, and would prefer applicants with a tertiary education or an aspiration toward this.
  • Very proficient over email, with strong written communication and excellent grammar.
  • Experience in managing multiple priorities, administrative coordination, and logistics.
  • Well-organised, detail-oriented, ability to multi-task with great follow-up skills.
  • Strong verbal communication skills, with a confident phone manner.
  • We are a lean, profitable team so don’t need a very experienced Executive to support our Sydney team. So an ideal applicant would have perhaps 2-5 years of corporate work experience, but we are open to applicants of all levels to consider.
  • Prior experience as a Team AssistantOffice Assistant, Personal or Executive Assistant would be ideal.
  • You will be very well presented, and have a confident, engaging manner over the phone and at client meetings.
  • Any experience invoicing on Xero or MYOB would be helpful to offer Accounts support.

This position is available on a full 5 day per week basis, although we are happy to offer a flexible work arrangement paid on an hourly basis working from 3-5 days per week. So we can offer good flexibility on 3, 4 or 5d per week – and this makes for an ideal setup for an applicant studying at university.

The hourly rate on offer is variable, and will be commensurate with your prior experience, and the value you bring to the team. You will be hired on the corporate level of Executive.

Please kindly submit a CV for consideration, and feel free to call our Sydney desk on +61 2 8246 8900 to introduce yourself.

To learn more about us, go check out our website; www.antonmurray.com

BDM – Equity Markets – Capital Raisings

Posted by Anton Murray Consulting on . Posted in

Our client provides an end-to-end solution for trading existing shares, raising new capital and full transaction management, including seamless execution from trading through to registry.

Working closely with the head of the business, the role includes sourcing new sales opportunities and executing capital raising transactions which include dealing with sophisticated investors.

They’re seeking to employ a professional from the industry to lead their growth plans.

We are looking for a person who has:

  • 6+ years’ of sales experience – equity markets a plus
  • Undertake a sales role in sourcing new capital raising opportunities and new companies to list on the platform
  • Experience in facilitating new issuance of securities and secondary share trading as well as general equity capital transaction management and execution
  • May come from a stockbroking, capital markets, corporate advisory, funds management or investment banking background
  • Able to represent the company in order to build ongoing relationships
  • Ability to execute transactions inclusive of onboarding clients and investors and undertaking client due diligence and financial modelling
  • Understanding of Australian financial services industry with knowledge of relevant ASIC, AFSL regulation and regulatory bodies
  • Exceptional interpersonal and relationship management skills with the ability to build rapport quickly with people at all levels – teamwork is paramount
  • Well-honed written and verbal communication skills
    Ability to foster close and respectful stakeholder relationships
  • Is a self-starter, rational and logical even under pressure

Financial Advisor

Posted by Anton Murray Consulting on . Posted in

Our client is seeking a Financial Advisor to provide a high level of service and advice to new and existing clients in their Sydney office.

Key responsibilities:

  • Responsible for meeting clients and developing personalised and high-quality advice strategies.
  • Provide annual client reviews and ongoing service
  • Proactively source, engage and manage clients from internal referrals, as well as referring to other parts of the business.
  • Service an existing book of clients with the goal of deepening advice relationship and the value of the client to our business
  • New business production
  • Regular presentations at events and conferences

Qualifications/ experience required:

  • 5+ years’ experience providing advice
  • FASEA approved degree
  • Up to date knowledge of taxation, superannuation and investment related legislation and compliance requirements.
  • Experience with SMSF set up
  • Experience dealing with SMSFs, Family Trusts and personal investment entities is highly desirable.
  • Knowledge of the medical industry is highly desirable, experience providing advice to medical professionals is a plus

The ideal candidate will have a 5+ years’ experience providing financial advice strategies tailored to individual client requirements and will be able to build and manage strong relationships in a collaborative manner with internal and external stakeholders.

Stockbroking – Dealers Assistant

Posted by Anton Murray Consulting on . Posted in

Our client is a Tier 1 Private Wealth Manager seeking an experienced Dealers Assistant to join their team. Our client provides a full brokerage service to individual clients investing in both domestic and international equities, and wealth management services including financial planning, margin lending and managed funds investments.

A key function of the Wealth Management Dealers Assistant role is the ability to deal confidently with Private Client Advisors and their HNW clients in a high volume, time critical environment. The ideal candidate will come from another stockbroking / adviser support role or Wealth Management client services or operations background and have completed their RG146.

Responsibilities

  • Distribute new account documents and required notifications to clients and review new account forms for accuracy and completeness, including input of client banking details
  • Assign account numbers and provide Private Client Advisers with completed new account forms after management approval
  • Arrange and assist with CHESS and sponsorship, off-market, broker to broker and issuer to CHESS transfer of client documents
  • Authorise access and respond to client queries re Website.
  • Coordinate Initial Public Offering allocations and applicable client documentation.
  • Liaise with back office and share registries regarding client and PCA enquiries
  • Liaise with back office and share registries regarding client and PCA enquiries
  • Coordinate client seminars, conferences and presentations.
  • Maintain account files and undertake regular follow-up on missing documents.
  • Process and monitor stock settlements, including follow up with clients re outstanding funds.
  • Participate in department cross-training as required.

 

Requirements

  • Degree qualified within a banking related discipline
  • Prior Equity client services, desk assistant or wealth management operations experience required
  • Ideally RG146 qualified
  • Ideally ADA 1 & 2
  • Excellent communication and influencing skills
  • Ability to work under pressure and to tight time frames within a team
  • Goal-oriented with demonstrated drive and initiative

Private Wealth – Dealers Assistant – Cantonese speaking required

Posted by Anton Murray Consulting on . Posted in

A Tier 1 Private Wealth Manager is seeking a Dealers Assistant to join their team and require Fluent Cantonese language skills.

Our client provides a full brokerage service to individual clients investing in both domestic and international equities, and wealth management services including financial planning, margin lending and managed funds investments.

A key function of the Wealth Management Dealers  Assistant role is the ability to deal confidently with Private Client Advisors and their clients in a high volume, time critical environment.

The ideal candidate will come from another stockbroking / adviser support role or Wealth Management or stockbroking client services or equity operations background and ideally have completed their RG146.

Responsibilities

  • Distribute new account documents and required notifications to clients and review new account forms for accuracy and completeness, including input of client banking details
  • Assign account numbers and provide Private Client Advisers with completed new account forms after management approval
  • Arrange and assist with CHESS and sponsorship, off-market, broker to broker and issuer to CHESS transfer of client documents
  • Authorise access and respond to client queries re Website.
  • Coordinate Initial Public Offering allocations and applicable client documentation.
  • Liaise with back office and share registries regarding client and PCA enquiries
  • Liaise with back office and share registries regarding client and PCA enquiries
  • Coordinate client seminars, conferences and presentations.
  • Maintain account files and undertake regular follow-up on missing documents.
  • Process and monitor stock settlements, including follow up with clients re outstanding funds.
  • Participate in department cross-training as required.

Requirements

  • Cantonese and ideally also Mandarin language skills
  • Degree qualified within a banking related discipline
  • Prior Equity client services, Desk assistant or Wealth Management operations experience required
  • Ideally RG146 qualified
  • Excellent communication and influencing skills
  • Ability to work under pressure and to tight time frames within a team
  • Goal-oriented with demonstrated drive and initiative

Our clients include

* Prior invoiced clients across the region.