Private Wealth Adviser
vor 1 Woche
We empower high-net-worth individuals and families with market-leading investment expertise, innovative thinking, and robust risk management. We are committed to investing in technology to streamline compliance and operational efficiency, enabling you to focus on what matters most: building trusted client relationships and delivering exceptional wealth solutions. At Macquarie, our advantage is bringing together diverse people and empowering them to shape all kinds of possibilities. We are a global financial services group operating in 31 markets with 56 years of unbroken profitability. You’ll be part of a friendly and supportive team where everyone contributes ideas and drives outcomes. What role will you play? As a Private Wealth Adviser, you will deliver bespoke investment and strategic advice tailored to high-net-worth individuals and their families. Building and nurturing trusted relationships will be central to your role, ensuring an exceptional client experience. You will oversee and prepare advice and review documents, upholding the highest standards of professionalism and compliance. You will attract and retain high-net-worth clients, build networks, and collaborate with internal teams and external professionals to promote Macquarie Private Bank and onboard new clients. You will also contribute to initiatives that drive innovation and reinforce Macquarie Private Bank’s position as Australia’s leading investment-focused private bank. What you offer Completion of FASEA requirements and registration on the ASIC Financial Advice Register in Australia A proven track record of delivering compliant and tailored financial planning wealth strategies and investment advice Exceptional presentation skills, both in personal interactions and deliverables The ability to build trusted, long-term relationships with clients Existing relationships or the ability to cultivate networks that bring new clients to Macquarie Private Bank What we offer Wellbeing leave days, service bonus leave days, paid parental leave, transition leave, and gender affirmation leave Volunteer leave, donation matching, health benefits, and flexible working arrangements Reimbursement for work from home equipment About Banking and Financial Services Banking and Financial Services is our technology-driven retail bank supporting clients to achieve their full potential—buying a home, growing a business, or managing wealth. Our commitment to diversity, equity, and inclusion We foster a diverse, equitable, and inclusive workplace. We encourage applicants from all backgrounds and identities. We are committed to providing reasonable adjustments during recruitment and working arrangements. For support, please contact our team during the application process. #J-18808-Ljbffr
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Senior Associate Adviser to Private Wealth
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City of Melbourne, Österreich IOOF Holdings Limited VollzeitA leading financial services organization is seeking a Senior Associate Adviser to join their team in Melbourne. In this role, you will manage advice needs for existing clients and contribute to new client acquisition. Ideal candidates will bring proven experience and possess strong knowledge in financial planning, as well as a passion for mentoring....
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Private Wealth Support Consultant
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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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