Wealth Management
vor 3 Wochen
Wealth Management - Asset Transfers Analyst - initial 6-month contract Our client is a global tier‑one Wealth Management firm seeking anAsset Transfer Support Analyst to join their Melbourne Operations Team on an initial 6-month contract. Position Summary: This position sits within the Australian Operations Team, and has a diverse set of responsibilities, including correctly settling and recording numerus transactions per day, identifying, and mitigating all operational risks, and developing strong client relationships. Key Responsibilities: This purpose of this role is to provide support in the client asset transfer process within the Australian Operations Team. Focus on asset transfer (mainly listed equity and Managed funds) Be the key liaison point in between our advisors, Overseas Operations, and the local counterparties. To facilitate all the necessary transfer forms are signed as per respective counterparty requirements. Ensure all cost base data is correctly for transfer. Required Qualifications/Skills/Knowledge: Bachelor’s degree in Accounting/ Finance/ Banking required or equivalent education or experience. 1-3 years prior financial services operations experience, ideally equity market related or Wealth Management Very high attention to detail Strong communication skills via phone and email Basic MS office knowledge, specifically Excel Previous experience with asset transfers such as managed funds/stock/cash would be highly desirable. #J-18808-Ljbffr
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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 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 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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Private Wealth Support Consultant
vor 24 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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Director - Asset & Wealth Management
vor 2 Wochen
City of Melbourne, Österreich Kapital Consulting - Fintech & Executive Search VollzeitDirector - 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...
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Compliance Officer
vor 2 Wochen
City of Melbourne, Österreich PX Resources VollzeitCompliance Officer - Funds/Wealth Management Our client is a financial services business (funds/wealth management) experiencing significant growth. They are looking for a hands‑on and down‑to‑earth compliance professional to join their lean team. Specialist Recruiter in Governance, Risk & Compliance | Delivering Insight‑Led Talent Solutions | Growing...
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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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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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City of Brisbane, Österreich Harrison York Wealth Management VollzeitA financial advisory firm based in Brisbane is seeking a dedicated Managing Director to provide expert financial advice and manage client relationships. The role involves developing personalized financial plans, guiding clients on retirement and investment strategies, and ensuring compliance with industry regulations. Candidates should have a strong...
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Partner/Associate Partner
vor 3 Wochen
City of Melbourne, Österreich Xprt Dev VollzeitPartner/Associate Partner - Wealth Management Lawson Delaney Australia location_pin Sydney, NSW home_work On-site Posted 10 days ago Lawson Delaney is Melbourne's leading firm when it comes to assisting Wealth Management and Accounting Practices achieve their business objective. Join a nationally respected advisory firm with deep relationships across...
