Wealth Management
vor 3 Wochen
Our client is a leading global wealth management firm seeking an experienced equity markets focussed Client Service Manager inMelbourne on an initial12-month contract . A key function of the role is the ability to deal confidently with Private Client Advisers and their HNW/UHNW clients in a high-volume, time-critical environment. To be successful in this role you will need to demonstrate knowledge of the financial advice process, financial markets and product and industry trends. You will need to have a high attention to detail and should be able to prioritise work accordingly and work well under pressure. Ideally candidates for this role will have previous experience in a similar Client Service/ Dealers Assistant/ Advisers Assistant role and ideally have their RG146 qualification. Plus also strong Excel skills and prior experience working on projects. Key responsibilities include: Facilitation of all administrative client queries Client on-boarding, including preparation of account documentation, creation of client record in their systems. Arrange and assist with maintenance of client account and records, in line with current AML/CTF, KYC Regulations IPO and corporate action allocation management Preparation of client valuations, asset allocations and reporting as required Assist in client asset transfers, including cash, both domestically and internationally Process and monitor stock settlements, including follow up with clients regarding outstanding funds. Prioritise competing adviser requests in a fast-paced environment Assist with logistics and planning for The Asia Practice’s client events Provide ad hoc translation for marketing purposes Establish and maintain relationships with other internal stakeholders and departments Participate in department cross-training as required Participate in process development initiatives to increase efficiencies Proactively notify client/s and FA/s of any issues recommending a solution and timeframe Comply with the ethical standards contained within the Company Code of Conduct. Adhere to Company policies and procedures, regulatory and legislative requirements. Understand US and UK tax forms like W8BEN and CRS (preferable) Understand Opt In, FDS and Client Consent (ie FOFA) forms (preferable) Melbourne Wealth Management Contract or Temporary Qualifications: Desirable tertiary qualification in Finance, Business or Economics. RG146 – if not held already a requirement to study towards Experience within wealth management, stockbroking or financial planning Understanding of Broking Platforms (Domestic and International) Understanding of Portfolio management platforms (e.g. Praemium) will be added advantage. Client Service Manager experience not mandatory but highly regarded Key Skills/Knowledge: High attention to detail Strong literacy and numeracy ability Good knowledge of Microsoft Office Suite Strong organisational skills Management experience A fundamental knowledge of financial advice process, markets, and industry Excellent communication skills both verbal and written Display a high level of resilience and strong ability to prioritise tasks Goal-oriented with demonstrated drive and initiative This role will be hired on an initial 12 Month contract and will be paid on a highly, competitive rate depending on experience. #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
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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
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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
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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
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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...
