Senior Paraplanner — Private Banking Strategy

vor 1 Tag

Council of the City of Sydney, Österreich Macquarie Bank Limited Vollzeit

A leading financial services group is seeking a Senior Paraplanner in Australia, New South Wales, to develop tailored financial strategies for high-net-worth clients. The ideal candidate will have over 5 years of paraplanning experience, expert knowledge in XPLAN, and outstanding communication skills to engage with senior stakeholders. This role not only emphasizes strategic advising but also ensuring the highest standards of compliance and excellence in customer service. Join a supportive team and enjoy a competitive salary and benefits.#J-18808-Ljbffr

  • Senior Paraplanner – Private Banking

    vor 1 Tag

    Council of the City of Sydney, Österreich Macquarie Bank Limited Vollzeit

    This is more than a standard paraplanning role; it's an opportunity to make a tangible impact. As a Senior Paraplanner in our elite Private Bank team, you won't just support—you'll strategise, innovate, and drive excellence at the heart of our success. At Macquarie, our advantage is bringing together diverse people and empowering them to shape all kinds of...

  • Senior Paraplanner

    vor 2 Wochen

    Council of the City of Sydney, Österreich Ally Wealth Management Pty Vollzeit

    About the role Join Ally Wealth Management as a Senior Paraplanner and play a vital role in providing comprehensive financial planning advice to our clients. This is a full-time position based in our Sydney or Perth office, with opportunities for flexible and remote working arrangements. As a Senior Paraplanner, you will collaborate closely with our team of...

  • Senior Paraplanner: Life Insurance Strategy

    vor 1 Woche

    Council of the City of Sydney, Österreich Newlanerisk Vollzeit

    A personal insurance advisory firm is looking for a Senior Paraplanner to support advisors by creating personal insurance strategies and managing the advice process. The ideal candidate has at least 3 years of experience in life insurance, particularly in Life, Disability, and Critical Illness insurance. Proficiency in XPLAN CRM is required, along with...

  • Relationship Lending Manager, Market Risk – Private Banking

    Vor 3 Tagen

    Council of the City of Sydney, Österreich Australia and New Zealand Banking Group Limited Vollzeit

    A leading banking institution is seeking a Relationship Lending Manager to support and manage Market Risk for their Private Banking sector. This role involves advising Senior Private Bankers, managing Loan to Valuation Ratios, and ensuring effective Risk Monitoring & Reporting of client positions. The ideal candidate should have significant experience in...

  • Strategic Paraplanner: Path to Private Wealth Adviser

    vor 2 Wochen

    City of Brisbane, Österreich Ord Minnett Vollzeit

    A leading wealth management firm in Brisbane seeks a Strategic Paraplanner to join its national paraplanning team. This role provides exposure to high-net-worth strategies and pathways to become a Private Wealth Adviser. Candidates should have at least a year of paraplanning experience, relevant financial qualifications, and strong knowledge of Xplan. Enjoy...

  • Strategic Paraplanner

    vor 2 Wochen

    City of Brisbane, Österreich Ord Minnett Vollzeit

    1 day ago Be among the first 25 applicants Ord Minnett is seeking a client focused and proactive Strategic Paraplanner to join our national paraplanning team in our Brisbane office. This is more than a paraplanning role - it’s your opportunity to gain exposure to high-net-worth strategies, complex client scenarios, and set yourself up for a future as a...

  • Senior Paraplanner: Lead Financial Plans

    vor 2 Wochen

    Council of the City of Sydney, Österreich Ally Wealth Management Pty Vollzeit

    A leading financial planning firm in Australia is seeking a Senior Paraplanner to provide comprehensive financial strategies. This role involves conducting client analysis, preparing financial plans, and mentoring junior team members. The ideal candidate has over 3 years of experience in paraplanning, a strong understanding of financial principles, and team...

  • Senior Technical Paraplanner/Technical Specialist

    vor 2 Wochen

    Town Of Cambridge, Österreich Harts Financial Solutions Vollzeit

    Senior Technical Paraplanner/Technical Specialist Harts Financial Solutions - Your Private CFO & Principle AdviserHarts Financial Solutions (HFS) is a privately owned consultancy business based in Wembley. We are dedicated to providing business owners and high net worth clients with tailored advice and strategies to help them grow, manage and protect their...

  • Private Banking Client Services Specialist

    vor 2 Wochen

    Council of the City of Sydney, Österreich Anton Murray Consulting Vollzeit

    A global private banking firm in Sydney seeks a Private Banking Client Services Rep to support senior Private Bankers in a premium client-focused environment. This role involves coordinating between teams, managing client inquiries, and assisting with client onboarding and documentation. Candidates should have experience in financial services and strong...

  • Senior Product Manager: Everyday Banking Strategy

    Vor 5 Tagen

    Council of the City of Sydney, Österreich Outsized Vollzeit

    A leading bank in Australia seeks a Senior Product Manager to drive strategy and delivery for core everyday banking products. You will enhance product offerings like transaction accounts and debit cards. An ideal candidate should have over 7 years of banking experience with strong skills in strategy development and stakeholder engagement. Join a dynamic team...