Elite Client Services Director – Wealth Platform

A financial advisory firm in Sydney seeks a dedicated Senior Advisor - Wealth Advisory to lead client relationships and develop tailored financial strategies. The ideal candidate will have over 5 years of experience in financial planning, strong client service orientation, and a passion for mentoring high-performing teams. This role offers a collaborative...

Base 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...

Get 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...

Base pay range A$210, / yr - A$270, / yr 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 strategy on paper, but change that lands, scales and delivers measurable results....

Add 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...

Sydney 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,...

A 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...

A 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...

A leading consulting firm in Australia is looking for a Director in Asset & Wealth Management. This key role requires someone with over 10 years of experience in transformation or consulting within financial services. You will guide complex engagements, shape strategies, and influence senior stakeholders. Ideal candidates will have strong communication and...

Director - 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...