Wealth Manager

vor 2 Wochen

Melbourne, Österreich Independent Resourcing Consultancy Ltd Vollzeit

My client, a premier financial services firm, is seeking an experienced and highly motivated Wealth Manager to join their dynamic team in Melbourne, Australia. This role is pivotal in providing tailored financial advice and wealth management solutions to high-net-worth individuals and families. The ideal candidate will have a proven track record in wealth management, exceptional client relationship skills, and a deep understanding of the financial markets.Key Responsibilities:Develop and manage a portfolio of high-net-worth clients, providing personalized financial strategies and investment advice.Conduct comprehensive financial planning, including investment management, retirement planning, estate planning, and tax optimization.Analyze clients' financial situations, risk tolerance, and investment goals to create tailored wealth management plans.Monitor and review clients' investment portfolios, making adjustments as necessary to ensure alignment with their financial objectives.Stay updated with market trends, economic conditions, and regulatory changes to provide informed advice to clients.Collaborate with internal teams, including investment analysts and financial planners, to deliver integrated financial solutions.Maintain strict confidentiality and adhere to all regulatory and compliance requirements.Qualifications:Bachelor's degree in Finance, Economics, Business Administration, or a related field (Master's degree or relevant certifications).Minimum of 5 years of experience in wealth management or a related financial advisory role.Proven track record of managing and growing a portfolio of high-net-worth clients.Strong knowledge of financial products, investment strategies, and market dynamics.Excellent communication, negotiation, and interpersonal skills.Ability to build and maintain long-term client relationships based on trust and integrity.Proficiency in financial planning software and tools.A transferable book of clients with over $5 million in Assets Under Management (AUM) is required.Skills and Competencies:Strategic thinking and analytical skills.High level of professionalism and ethical standards.Client-focused with a commitment to delivering exceptional service.Strong organizational and time management skills.Ability to work independently and as part of a team.Benefits:Competitive salary and performance-based incentives.Comprehensive health and wellness benefits.Opportunities for professional development and career advancement.Supportive and collaborative work environment.Application Process:Interested candidates are encouraged to apply with their resume and a cover letter detailing their relevant experience and why they are a good fit for this role.
#J-18808-Ljbffr

  • Wealth Manager

    vor 1 Monat

    Melbourne, Österreich Study Select Vollzeit

    How to Become a Wealth Manager in Australia: Careers in Financial PlanningA career as a Wealth Manager offers a unique opportunity to guide individuals and families in achieving their financial goals.Wealth Managers play a pivotal role in managing clients' investments, assets, and financial strategies, ensuring that their wealth is not only preserved but...

  • Wealth Manager

    vor 1 Monat

    Melbourne, Österreich Click And Connect Online Limited Vollzeit

    Position: Wealth Manager Location: Melbourne, AustraliaEmployment Type: Full-Time About the Role: My client, a premier financial services firm, is seeking an experienced and highly motivated Wealth Manager to join their dynamic team in Melbourne, Australia.This role is pivotal in providing tailored financial advice and wealth management solutions to...

  • Wealth Manager

    vor 3 Monaten

    Melbourne, Österreich Click And Connect Online Limited Vollzeit

    Position: Wealth Manager Location: Melbourne, Australia Employment Type: Full-Time About the Role: My client, a premier financial services firm, is seeking an experienced and highly motivated Wealth Manager to join their dynamic team in Melbourne, Australia.This role is pivotal in providing tailored financial advice and wealth management solutions to...

  • Wealth Manager

    vor 3 Monaten

    Melbourne, Österreich Independent Resourcing Consultancy Ltd Vollzeit

    Position: Wealth ManagerLocation: Melbourne, AustraliaEmployment Type: Full-Time About the Role:My client, a premier financial services firm, is seeking an experienced and highly motivated Wealth Manager to join their dynamic team in Melbourne, Australia. This role is pivotal in providing tailored financial advice and wealth management solutions to...

  • Wealth Manager

    vor 2 Monaten

    Melbourne, Österreich Tideri Jobbörse Vollzeit

    Position: Wealth ManagerLocation: Melbourne, Australia Employment Type: Full-Time About the Role: My client, a premier financial services firm, is seeking an experienced and highly motivated Wealth Manager to join their dynamic team in Melbourne, Australia.This role is pivotal in providing tailored financial advice and wealth management solutions to...

  • Wealth Manager

    vor 3 Wochen

    Melbourne, Österreich Independent Resourcing Consultancy Ltd Vollzeit

    Position: Wealth Manager Location: Melbourne, Australia Employment Type: Full-Time About the Role: My client, a premier financial services firm, is seeking an experienced and highly motivated Wealth Manager to join their dynamic team in Melbourne, Australia.This role is pivotal in providing tailored financial advice and wealth management solutions to...

  • Wealth Manager

    vor 3 Monaten

    Melbourne, Österreich Independent Resourcing Consultancy Ltd Vollzeit

    Position:Wealth ManagerLocation:Melbourne, AustraliaEmployment Type:Full-TimeAbout the Role:My client, a premier financial services firm, is seeking an experienced and highly motivated Wealth Manager to join their dynamic team in Melbourne, Australia.This role is pivotal in providing tailored financial advice and wealth management solutions to high-net-worth...

  • Chief Operating Officer

    vor 1 Monat

    Melbourne, Österreich Empower Wealth Vollzeit

    Are you passionate about leading a team of professionals who are dedicated to helping aspiring Australians achieve their financial & personal goals?As a market leading financial and property services group, we are seeking a dynamic individual to join our team and lead our multi-award-winning advisory group.About Us At the heart of what we do, we educate and...

  • Commonwealth Bank | Executive Manager Private Wealth Distribution

    Vor 4 Tagen

    Melbourne, Österreich Buscojobs Vollzeit

    Executive Manager Private Wealth Distribution – Commonwealth PrivateAbout us Retail Banking Services (RBS) is the public face of CommBank, delivering a seamless banking experience for the future, to our 10 million + personal and small business customers.We offer market-leading products and services, supported by some of the world's best systems and...

  • Marketing Manager

    vor 4 Wochen

    Melbourne, Österreich Skye Wealth Vollzeit

    Skye is on the lookout for a Marketing Manager who is not just about ideas but about making those ideas happen.We're looking for someone with a sprinkle of creativity, a dash of strategy, and a whole lot of passion.If you're all about making marketing magic happen, we want you on board!We're looking for someone who can…Set marketing up for success:...

  • Tideri Jobbörse | Wealth Manager

    vor 4 Wochen

    melbourne, Österreich Tideri Jobbörse Vollzeit

    Position: Wealth ManagerLocation: Melbourne, Australia Employment Type: Full-Time About the Role: My client, a premier financial services firm, is seeking an experienced and highly motivated Wealth Manager to join their dynamic team in Melbourne, Australia.This role is pivotal in providing tailored financial advice and wealth management solutions to...

  • Philanthropy Services Manager, Perpetual Wealth Management

    vor 2 Wochen

    Melbourne, Österreich Perpetual Limited Vollzeit

    Philanthropy Services Manager, Perpetual Wealth ManagementApply locations Sydney time type Full time posted on Posted 5 Days Ago job requisition id R7329More Time Off for What Matters: Enjoy up to 6 weeks of leaveFlexible Work Environment: Work where you work best – whether in the office or from home.Attractive salary package Perpetual Group is an...

  • Senior Wealth Adviser

    vor 1 Monat

    Melbourne, Österreich At Vollzeit

    Full timeThis organisation is one of Australia's Top Tier Private Clients Group with an impressive track record of exceptional client service delivery. They pride themselves on their strong client values and despite challenging global financial market conditions, they continue to have excellent growth. Through strategic growth, they are now looking to hire...

  • Senior Wealth Adviser

    vor 4 Wochen

    Melbourne, Österreich At Vollzeit

    Full time This organisation is one of Australia's Top Tier Private Clients Group with an impressive track record of exceptional client service delivery.They pride themselves on their strong client values and despite challenging global financial market conditions, they continue to have excellent growth.Through strategic growth, they are now looking to hire...

  • Software Support Specialist

    vor 1 Monat

    Melbourne, Österreich Peoplebank Vollzeit

    Software Support Specialist - Wealth ManagementAre you an experienced software support professional ready to work in a dynamic wealth management environment?We are looking for a Software Support Specialist to play a critical role in supporting and enhancing advanced platforms that power private wealth management solutions.About The Company & RoleOur...

  • Software Support Specialist

    vor 1 Monat

    Melbourne, Österreich Peoplebank Australia Nsw Vollzeit

    Software Support Specialist - Wealth ManagementAre you an experienced software support professional ready to work in a dynamic wealth management environment?We are looking for a Software Support Specialist to play a critical role in supporting and enhancing advanced platforms that power private wealth management solutions.About The Company & RoleOur...

  • Senior Manager/Director | External Audit

    vor 4 Wochen

    Melbourne, Österreich At Vollzeit

    Senior Manager/Director | External Audit - Superannuation & Wealth | MelbourneThis is an exciting opportunity for a career focused senior manager or director to join our team of external auditors under our Financial Services group based in Melbourne. Our team is growing due to the purposeful and impactful outcomes we deliver to our clients - that's why we...

  • Senior Manager/Director | External Audit

    vor 4 Wochen

    Melbourne, Österreich At Vollzeit

    Senior Manager/Director | External Audit - Superannuation & Wealth | MelbourneThis is an exciting opportunity for a career focused senior manager or director to join our team of external auditors under our Financial Services group based in Melbourne.Our team is growing due to the purposeful and impactful outcomes we deliver to our clients - that's why we...

  • Peoplebank | Software Support Specialist

    vor 4 Wochen

    Melbourne, Österreich Tideri Jobbörse Vollzeit

    Software Support Specialist - Wealth Management Are you an experienced software support professional ready to work in a dynamic wealth management environment?We are looking for a Software Support Specialist to play a critical role in supporting and enhancing advanced platforms that power private wealth management solutions.About The Company & Role Our...

  • At | Senior Manager/Director | External Audit

    vor 4 Wochen

    Melbourne, Österreich Tideri Jobbörse Vollzeit

    Senior Manager/Director | External Audit - Superannuation & Wealth | Melbourne This is an exciting opportunity for a career focused senior manager or director to join our team of external auditors under our Financial Services group based in Melbourne.Our team is growing due to the purposeful and impactful outcomes we deliver to our clients - that's why we...