Wealth Management
vor 4 Wochen
Melbourne Wealth Management Contract or Temporary Our client is a leading global wealth management firm seeking an experienced equity markets focussed Client Services Associate inMelbourne on an initial12-month contract . Key responsibilities include: Facilitation of all administrative client queries Client on-boarding, including preparation of account documentation, creation of client record in systems. Arrange and assist with maintenance of client account and records, in line with current AML/CTF, KYC Regulations IPO and corporate action allocation management Preparation of client valuations, asset allocations and reporting as required Assist in client asset transfers, including cash, both domestically and internationally Process and monitor stock settlements, including follow up with clients regarding outstanding funds. Prioritise competing adviser requests in a fast-paced environment Provide ad hoc translation for marketing purposes Establish and maintain relationships with other internal stakeholders and departments Participate in department cross-training as required Participate in process development initiatives to increase efficiencies Proactively notify clients and advisers of any issues recommending a solution and timeframe Adhere to Company policies and procedures, regulatory and legislative requirements. Understand US and UK tax forms like W8BEN and CRS (preferable) Understand Opt In, FDS and Client Consent (ie FOFA) forms (preferable Experience: Bachelor’s degree required or equivalent education or experience Circa 3+ years plus relevant working experience in the financial services industry- equity markets focussed RG 146 compliant Desirable tertiary qualification in Finance, Business or Economics. Experience within wealth management or financial planning highly desirable Understanding of Broking Platforms (Domestic and International) This role will be hired on an initial 12 Month contract and will be paid on a highly, competitive rate dependingon experience. #J-18808-Ljbffr
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City of Melbourne, Österreich Goldman Sachs VollzeitWealth Management Professional – Melbourne Join to apply for the Private Wealth Management, Wealth Management Professional, Melbourne role at Goldman Sachs. Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide...
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Council of the City of Sydney, Österreich Goldman Sachs VollzeitWealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth...
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Wealth Planning Associate Adviser – Client-Focused
vor 2 Wochen
City of Brisbane, Österreich VISIS Private Wealth VollzeitA wealth management firm in Brisbane seeks an enthusiastic Associate Adviser to provide comprehensive advice and service to clients. You will be mentored by a successful Financial Adviser and play a key role in developing financial plans, analyzing client needs, and implementing wealth management strategies. The ideal candidate has 2 years of experience in a...
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Private Wealth Support Consultant
vor 1 Tag
City of Melbourne, Österreich Netwealth - See Wealth Differently (ASX:NWL) VollzeitJoin to apply for the Consultant - Private Wealth Support role at Netwealth - See Wealth Differently (ASX:NWL) About Netwealth Netwealth is more than a company; it is a catalyst for change, inspiring a new perspective on wealth and a brighter future for everyone involved. Our innovative and award‑winning wealth management platform reflects our commitment...
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Director - Asset & Wealth Management
vor 2 Wochen
City of Melbourne, Österreich Kapital Consulting - Fintech & Executive Search VollzeitDirector - Asset & Wealth Management at Kapital Consulting - Fintech & Executive Search Join to apply for the Director - Asset & Wealth Management role at Kapital Consulting - Fintech & Executive Search Pay range provided by Kapital Consulting This range is provided by Kapital Consulting - Fintech & Executive Search. Your actual pay will be based on your...
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Compliance Officer
vor 2 Wochen
City of Melbourne, Österreich PX Resources VollzeitCompliance Officer - Funds/Wealth Management Our client is a financial services business (funds/wealth management) experiencing significant growth. They are looking for a hands‑on and down‑to‑earth compliance professional to join their lean team. Specialist Recruiter in Governance, Risk & Compliance | Delivering Insight‑Led Talent Solutions | Growing...
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City of Melbourne, Österreich Goldman Sachs VollzeitAsset & Wealth Management, Private Wealth Advisor, Executive Director / Vice President, Melbourne / Sydney Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor‑led wealth management businesses provide financial planning, investment management, banking and...
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Council of the City of Sydney, Österreich Goldman Sachs Bank AG VollzeitPrivate Wealth Management, Wealth Management Professional, Melbourne location_on Sydney, NSW, Australia Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor‑led wealth management businesses provide financial planning, investment management, banking and...
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City of Brisbane, Österreich Harrison York Wealth Management VollzeitA financial advisory firm based in Brisbane is seeking a dedicated Managing Director to provide expert financial advice and manage client relationships. The role involves developing personalized financial plans, guiding clients on retirement and investment strategies, and ensuring compliance with industry regulations. Candidates should have a strong...
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Partner/Associate Partner
vor 3 Wochen
City of Melbourne, Österreich Xprt Dev VollzeitPartner/Associate Partner - Wealth Management Lawson Delaney Australia location_pin Sydney, NSW home_work On-site Posted 10 days ago Lawson Delaney is Melbourne's leading firm when it comes to assisting Wealth Management and Accounting Practices achieve their business objective. Join a nationally respected advisory firm with deep relationships across...
