Wealth Management Client Service Manager
Vor 7 Tagen
Sydney Wealth Management Contract or Temporary Our client is a leading global wealth management firm seeking an experienced equity markets focussed Client Service Manager with nativeMandarin language skills inMelbourne or Sydney on an initial12-month contract . A key function of the role is the ability to deal confidently with Private Client AdvisorsandtheirHNW/ UHNW clients inahighvolume,timecriticalenvironment. Tobesuccessfulinthisrole you will need to demonstrate knowledge of the financial advice process, financial markets and product andindustry trends.Youwillneedtohaveahigh attention to detail and should be able to prioritise work accordingly and work well under pressure.Ideal candidates for this role will have previous experience in a similar Client Service/ Dealers Assistant/ Advisers Assistant role and ideally have their RG146 qualification. This is a 12-month contract role with the purpose to specifically deal with Chinese clients therefore the successful candidate will need to be fluent in English & Mandarin. Key responsibilities include: Facilitation of all administrative client queries Client on-boarding, including preparation of account documentation, creation of client record in their 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 Assist with logistics and planning for The Asia Practice’s client events 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 client/s and FA/s of any issues recommending a solution and timeframe Comply with the ethical standards contained within the Company Code of Conduct. 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) Key Skills/Knowledge: High attention to detail Strong literacy and numeracy ability Good knowledge of Microsoft Office Suite Strong organisational skills A fundamental knowledge of financial advice process, markets, and industry Excellent communication skills both verbal and written Fluent in written and spoken Mandarin Display a high level of resilience and strong ability to prioritise tasks Goal-oriented with demonstrated drive and initiative Qualifications: Desirable tertiary qualification in Finance, Business or Economics. RG146 – if not held already a requirement to study towards Experience within wealth management, stockbroking or financial planning Understanding of Broking Platforms (Domestic and International) Understanding of Portfolio management platforms (e.g. Praemium) will be added advantage. Client Service Manager experience not mandatory but highly regarded 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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Wealth Management
vor 3 Wochen
City of Melbourne, Österreich Anton Murray Consulting VollzeitWealth Management - Client Service Manager Our client is a leading global wealth management firm seeking an experienced equity markets focussed Client Services Manager in Melbourne on an initial 12-month contract . Seeking candidates with 3 + years equity markets client services, dealers assistants, assistant advisers experience etc. Key responsibilities...
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Private Banking Client Services Rep
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Council of the City of Sydney, Österreich Anton Murray Consulting VollzeitSydney Wealth Management Permanent An exceptional opportunity has arisen for a Private Banking Client Services Rep (CSR) to join a prominent global private banking client in Sydney, supporting a small group of senior Private Bankers in a premium client-focused private wealth environment. This role offers a valuable entry point into private wealth management,...
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Gold Coast City, Österreich Atlas Wealth Management VollzeitAtlas Wealth Management is an award-winning financial planning firm specialising in advice for Australians living and working overseas. With over 14 years of experience and our own Australian Financial Services Licence (AFSL), we support clients in more than 50 countries, from tech professionals in Silicon Valley to legal experts in London. Due to continued...
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Mandarin-Speaking Wealth Client Service Manager
Vor 7 Tagen
Council of the City of Sydney, Österreich Anton Murray Consulting VollzeitA leading wealth management consultancy in Sydney is seeking a Client Service Manager fluent in Mandarin. This role, based in Sydney or Melbourne, involves managing client queries, account maintenance, and assisting the Private Client Advisors. The ideal candidate will possess strong organizational skills and a background in wealth management. The position...
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Council of the City of Sydney, Österreich Ares Management Corporation VollzeitA leading global investment firm is seeking a key member for its Wealth Management Solutions team in Australia. The role involves supporting product management and servicing clients, ensuring high-quality delivery. The ideal candidate will have over 3 years of experience in product management and client servicing, ideally within Alternative Investments....
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Council of the City of Sydney, Österreich Ares Management Corporation VollzeitA global investment management firm is seeking an Associate for Product Development & Client Services in Sydney. This role involves managing the Australia and New Zealand wealth solutions platform, supporting product management and client servicing functions, and working closely with senior management. Ideal candidates will have extensive experience in...
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Wealth Management
vor 4 Wochen
City of Melbourne, Österreich Anton Murray Consulting VollzeitMelbourne 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...
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Council of the City of Sydney, Österreich Macquarie Group VollzeitGet AI-powered advice on this job and more exclusive features. Join our specialist Wealth division that offers market‑leading integrated wealth solutions for advisers and their clients. As a Client Service Consultant, you’ll be part of a national team of experts, connecting with our clients and Financial Advisors, helping to resolve their issues quickly...
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vor 2 Wochen
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