Private Wealth Team Assistant
vor 2 Wochen
A prominent Wealth Management firm is seeking aPrivate Wealth Team Assistant to join their Melbourne office. With a strong presence across private wealth management, corporate finance, equity research, investment strategy, and institutional sales, the firm fosters a collaborative and innovative culture. It offers a flexible, respectful, and supportive work environment. As a Team Assistant within the Private Wealth team, you’ll play a critical role in supporting a high‑performing advisory team. Your contribution will be instrumental in delivering a high level of client service, assisting with financial advice preparation, and ensuring compliance and administrative efficiency. Responsibilities Assist with preparing and implementing financial advice and investment proposals Support maintenance of client relationships and ongoing servicing Deliver high‑level client service and manage day‑to‑day client communications Ensure compliance with current legislation and industry standards Identify and contribute to continuous process improvements Oversee stock settlements, fund transfers, and related client communications Manage administrative tasks including documentation, correspondence, filing, and expense reconciliation Facilitate onboarding of new clients and maintain accurate records Collaborate with internal teams and provide leave coverage for other assistants Perform other ad‑hoc administrative duties as required Experience, and Qualifications University Degree in Business / Economics / other finance related discipline is highly regarded Minimum of 3 years’ experience in a support capacity Experience in stock broking assistant roles would be highly desirable Proficiency in relevant IT software, including: IRESS, Agility, MS Word & MS Excel, X- Plan RG146 compliance is advantageous Personal Attributes Proactive, self‑motivated, and detail‑oriented Able to manage deadlines and multitask effectively Strong interpersonal and communication skills Excellent time management and prioritization Sound understanding of the ASX, share markets, and corporate law Keen interest in continuous learning and personal development Our client are looking for someone relatively early in their career, with a maximum of 4 years’ experience as an EA or TA within Wealth Management, Corporate Finance, Equity Research, Investment Strategy, or Institutional Sales. **Please note:** you must hold a valid visa that allows you to work full‑time. Working Holiday Visas will not be considered. #J-18808-Ljbffr
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Private Wealth Associate
vor 1 Woche
Council of the City of Sydney, Österreich Integral Private Wealth VollzeitIntegral Private Wealth is seeking an exceptional Private Wealth Associate to support the Principal Adviser in a true private wealth environment. You will work directly alongside an adviser recognised nationally by Barron’s in The Australian and Financial Standard, supporting high net worth clients with complex and intellectually rewarding strategies. This...
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Council of the City of Sydney, Österreich Integral Private Wealth VollzeitA financial advisory firm in Sydney is looking for a Private Wealth Associate to support the Principal Adviser. This role involves attending client meetings, preparing client summaries, and managing the advice workflow. Candidates should have at least 3 years of experience in financial planning and should excel in communication and detail-oriented tasks. The...
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Team Assistant
vor 3 Wochen
City of Melbourne, Österreich Anton Murray Consulting VollzeitThis organisation is a long-standing player in the financial services industry. They have a strong presence in private wealth management, corporate finance, equity research, investment strategy, and institutional sales . The firm fosters a collaborative and innovative culture, offering an environment built on flexibility, respect, and support. As a Team...
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Private Wealth Team Assistant: Client Service
vor 2 Wochen
City of Melbourne, Österreich Anton Murray Consulting VollzeitA prominent Wealth Management firm is seeking a Private Wealth Team Assistant to join their Melbourne office. This role involves supporting a high-performing advisory team, assisting in financial advice preparation, and ensuring compliance and administrative efficiency. The ideal candidate holds a University Degree and has at least 3 years’ experience in a...
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Private Wealth Support Consultant
vor 18 Stunden
City of Melbourne, Österreich Netwealth - See Wealth Differently (ASX:NWL) VollzeitJoin to apply for the Consultant - Private Wealth Support role at Netwealth - See Wealth Differently (ASX:NWL) About Netwealth Netwealth is more than a company; it is a catalyst for change, inspiring a new perspective on wealth and a brighter future for everyone involved. Our innovative and award‑winning wealth management platform reflects our commitment...
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Private Wealth Team Assistant — Client Service
vor 3 Wochen
City of Melbourne, Österreich Anton Murray Consulting VollzeitA financial services firm in Melbourne is seeking a Team Assistant to support the Private Wealth team. The candidate will assist with financial advice preparation and client communications while ensuring compliance and administrative effectiveness. Ideal candidates have a degree in business or finance and experience in a support role. Proficiency in various...
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Equity Desk Assistant – Private Wealth Clients
vor 16 Stunden
City of Melbourne, Österreich Anton Murray Consulting VollzeitA global financial institution seeks a Dealers Assistant in Melbourne to support private client advisers within their Wealth Management team. Candidates should have 2+ years in equity operations or client services, possess strong communication skills, and ideally hold a relevant Bachelor's degree. The position offers a competitive salary range of $75-90k...
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Wealth Planning Associate Adviser – Client-Focused
vor 2 Wochen
City of Brisbane, Österreich VISIS Private Wealth VollzeitA 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...
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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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Investment Specialist
vor 2 Wochen
City of Melbourne, Österreich Anton Murray Consulting VollzeitMelbourne Wealth Management Permanent This is a fantastic opportunity to join a leading financial services provider in a permanent position in their Melbourne office. The role is ideal for an experienced investment professional with a passion for working with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients, delivering tailored wealth management...
