Wealth Management: Client Services Team Leader

A leading Wealth Management firm in Sydney is seeking an experienced Team Manager to lead a team covering client offboarding and asset transfers. The ideal candidate has over 6 years of experience in the Stockbroking or Wealth Management sector, with strong expertise in equity markets. Candidates must possess RG146 accreditation and display excellent team...

Wealth Management - Client Services & Operations - Team Manager Base pay range: A$140,000.00/yr - A$160,000.00/yr This Tier 1 global full-service Wealth Management firm seeks an experienced manager to lead a team of 3 staff covering client offboarding, deceased estate processing, and asset transfers—including international and CHESS sponsorship...

A leading wealth management firm is looking for a Business Analyst to join their Delivery team for a 12-month fixed-term role in Sydney. The position involves translating business needs into user requirements, collaborating with stakeholders, and supporting the development process. Candidates should have 3+ years of experience in business analysis or 5+...

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 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....

A leading global wealth management firm is seeking a Client Services Associate in Brisbane to support Wealth Advisers and their clients. The ideal candidate should have experience in client service within financial services, along with a relevant degree. This role offers competitive pay, comprehensive training, and a clear career progression pathway to...

A leading financial services group in Sydney is seeking a Client Service Team Leader to drive performance and optimize processes within the Wealth division. You'll manage a high-performance culture, ensuring service quality and acting as a key escalation point for client issues. The ideal candidate has strong leadership and coaching skills with experience in...

Atlas 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...

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 global professional services firm seeks a Client Executive to develop client relationships and lead account strategies in the wealth and asset management sector. This pivotal role involves driving revenue, managing sales processes, and collaborating with the leadership team for new business opportunities. Experience in professional services and the ability...