Private Wealth Associate
vor 1 Woche
Integral 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 role offers direct involvement in all client meetings, exposure to sophisticated strategy development and the opportunity to build your capability within a respected and high performing practice. You will contribute meaningfully to the client experience and play a central role throughout the advice process. Key responsibilities Attend all client meetings with the Principal Adviser and support preparation, note taking and follow‑up Request and coordinate client information from product providers Prepare accurate client summaries for advice preparation Conduct research across products, superannuation, investment options and retirement strategies Assist with technical analysis, calculations, projections and scenarios Manage the advice workflow from fact finding to completion Maintain accurate client records and compliance documentation Review draft Statements of Advice and Records of Advice to ensure accuracy Communicate with clients professionally and provide timely updates Support continual improvement of advice processes within IPW What we are looking for Minimum 3 years of experience in financial planning or an associate adviser role Exceptional verbal and written communication skills Strong understanding of superannuation, investments and financial planning concepts High attention to detail and accuracy Proficiency with Microsoft 365 Ability to manage multiple tasks within a structured and compliant environment A proactive and organised approach with strong professional standards A client‑centred style focused on quality, clarity and integrity Meaningful exposure to complex high net worth strategies A culture committed to excellence, integrity and long‑term professional development Flexible workplace arrangements including work from home On the job coaching If you are seeking a high quality environment where you can grow professionally and contribute to a premium advice experience, we welcome your application. Please apply with your CV and a brief cover letter. All applications will be treated confidentially. Seniority level Mid‑Senior level Employment type Full‑time Job function Finance and Sales #J-18808-Ljbffr
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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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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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Council of the City of Sydney, Österreich Blackstone VollzeitA leading global investment firm in Sydney is seeking an Investor Services Associate. This role involves project management to onboard distribution partners, assisting with operational inquiries, and supporting Private Wealth expansion initiatives. The ideal candidate will have over 5 years in the fund business, excellent organizational skills, and the...
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City of Melbourne, Österreich Westpac Group VollzeitA prominent Australian bank is seeking an experienced Associate Private Banker based in Melbourne. In this full-time role, you will support high-net-worth clients by providing exceptional service and seamless experiences. You will partner closely with Private Bankers to address day-to-day client needs. The ideal candidate will have experience in banking or...
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Private Credit Associate, Asset
Vor 7 Tagen
City of Melbourne, Österreich Goldman Sachs VollzeitA leading global investment firm in Melbourne is seeking an experienced Associate for its Asset & Wealth Management Private Credit team. The role requires 3-6 years of experience in investment banking or private equity. Key responsibilities include supporting investment ideation, conducting thorough due diligence, and monitoring existing investments....
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Private Wealth Support Consultant
vor 1 Tag
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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Financial Adviser
vor 2 Wochen
City of Brisbane, Österreich VISIS Private Wealth VollzeitRole Summary We are seeking an enthusiastic and driven Associate Adviser to join our dynamic wealth management team at VISIS Private Wealth in Brisbane. As an Associate Adviser you will be mentored by one of our Partners who is a successful Financial Adviser. You will play a key role in providing comprehensive wealth management advice and service to our...
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Private Banking Associate: Client Care
Vor 3 Tagen
City of Melbourne, Österreich Westpac VollzeitA leading bank in Melbourne is seeking an Associate Private Banker to deliver outstanding client service and support high-net-worth clients. The ideal candidate will partner with Private Bankers, manage client needs, and coordinate lending solutions. Applicants should have a passion for client relationships, experience in banking or wealth management, and...
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Council of the City of Sydney, Österreich Platinum Pacific Partners VollzeitKey Highlights Newly created role to join an outstanding high performing team Full suite of global alternative product Flexibility to be based in either Melbourne or Sydney Our client is a leading global alternative investment firm with a multi-decade track record managing investments across private markets, including private equity, real assets,...
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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....
