Wealth Management
Vor 5 Tagen
Wealth Management - Client Services & Operations - Team Manager Base pay range: A$140,000.00/yr - A$160,000.00/yr This Tier 1 global full-service Wealth Management firm seeks an experienced manager to lead a team of 3 staff covering client offboarding, deceased estate processing, and asset transfers—including international and CHESS sponsorship functions—and provide adviser and risk support in their Sydney office. Key Responsibilities: Champion the team’s delivery of daily operational processes, ensuring all service level agreements (SLAs) and strategic goals are consistently met. Lead the team in identifying, analysing, and resolving complex operational challenges, driving innovative solutions that align with business strategy. Inspire and develop team members through strong people leadership, coaching, and mentoring to build capability and engagement. Set clear expectations and provide direction to ensure the team’s activities support broader organisational objectives. Collaborate across departments to execute client account updates and operational tasks with precision and timeliness. Maintain high standards of process quality and accuracy, including oversight of client migration and position transfers (e.g., CHESS sponsorship). Proactively manage risk, ensuring timely escalation and robust controls are in place. Qualifications/Experience Required: Minimum of 6 years’ experience in a similar role within Stockbroking / Wealth Management sector, with equity markets/stockbroker operations expertise and team management experience. RG146 accreditation or equivalent. System Experience: Familiarity with broking platforms (domestic and international) and portfolio management platforms such as Praemium is preferable. Seniority level Mid‑Senior level Employment type Full‑time Job function Strategy/Planning and Business Development; Industries: Financial Services, Capital Markets, and Investment Management #J-18808-Ljbffr
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Wealth Management Business Analyst
vor 1 Tag
Council of the City of Sydney, Österreich LGT Wealth Management Australia VollzeitA leading wealth management firm is looking for a Business Analyst to join their Delivery team for a 12-month fixed-term role in Sydney. The position involves translating business needs into user requirements, collaborating with stakeholders, and supporting the development process. Candidates should have 3+ years of experience in business analysis or 5+...
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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 Management BA: Agile Stakeholder Partner
Vor 5 Tagen
Council of the City of Sydney, Österreich LGT – Private Banking und Asset Management VollzeitA financial services company in Sydney is seeking a Business Analyst to join their Delivery team for a 12-month fixed-term position. The role involves translating business needs into requirements, collaborating with Product Owners, and supporting projects within Wealth Management. The ideal candidate will have over 3 years of experience in business analysis...
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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 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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Council of the City of Sydney, Österreich Goldman Sachs Group, Inc. Vollzeit2026 | APEJ | Sydney | Wealth Management, Private Wealth Management | Summer Analyst Sydney, NSW, Australia About the program Our Summer Analyst Program is a nine to ten week summer internship for students pursuing a bachelors / graduate degree. You will be fully immersed in our day-to-day activities. As a participant, you will: Attend orientation where...
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Associate, Perpetual Wealth Management
vor 3 Wochen
Council of the City of Sydney, Österreich Perpetual Limited VollzeitAssociate, Perpetual Wealth Management page is loaded## Associate, Perpetual Wealth Managementlocations: Sydneytime type: Full timeposted on: Posted Yesterdayjob requisition id: R8301* More time off for the things that matter - Up to 6 weeks’ leave* Work where we work best - Hybrid office/work-from-home environment* Be an active contributor for your team...
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Director - Asset & Wealth Management
vor 2 Wochen
Council of the City of Sydney, Österreich Kapital Consulting VollzeitAdd expected salary to your profile for insights Sydney or Melbourne Permanent Opportunity Asset & Wealth Management About the role We’re working with a high-growth consulting organisation expanding across the Australian investment landscape. They partner with major asset and wealth managers to deliver transformation that actually sticks - not just...
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Council of the City of Sydney, 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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Director - Asset & Wealth Management
vor 2 Wochen
Council of the City of Sydney, Österreich Kapital Consulting - Fintech & Executive Search VollzeitBase pay range A$210,000.00/yr - A$270,000.00/yr Direct message the job poster from Kapital Consulting Manager | Executive Search | Technology Leadership in Financial Services | Trusted Partner to Funds, Exchanges & Trading Firms Sydney or Melbourne Asset & Wealth Management About the role We’re working with a high‑growth consulting organisation...
