Senior Private Wealth Specialist
vor 1 Woche
Senior Private Wealth Specialist /001) Melbourne, Australia Drive growth in high-net-worth (HNW) client acquisition. Collaborate with Global Investment Services Directors to deliver tailored investment solutions. Permanent opportunity with a leading financial institution. What Do I Need? To excel in this role, you’ll need: Proven experience in building deep client relationships in the HNW/UHNW sector (Private Banking, Investment, or Private Wealth). A track record of successful client acquisition and business development within the Banking, Investment, or Wealth industry. Strong expertise in delivering holistic banking, wealth, and investment solutions for private clients. Demonstrated ability to collaborate effectively across teams and business segments. Sound risk and compliance knowledge, including AML/KYC obligations and client due diligence. Application Information: Please include your first and last name, email, phone number (with country code), and confirm your eligibility to work in the country to which you are applying. #J-18808-Ljbffr
-
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...
-
Private Wealth Support Consultant
vor 6 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...
-
Private Wealth Adviser
vor 1 Woche
Melbourne, Österreich Macquarie Bank Limited VollzeitWe empower high-net-worth individuals and families with market-leading investment expertise, innovative thinking, and robust risk management. We are committed to investing in technology to streamline compliance and operational efficiency, enabling you to focus on what matters most: building trusted client relationships and delivering exceptional wealth...
-
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...
-
City of Melbourne, Österreich Robert Walters VollzeitA leading recruitment firm in Australia seeks a Senior Product Manager to shape the strategic direction of a private wealth platform for high net worth clients. You will be responsible for driving innovative product solutions while ensuring regulatory compliance. The ideal candidate has over 8 years of experience in product management, with a strong...
-
Senior Associate Adviser to Private Wealth
vor 6 Stunden
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....
-
Melbourne, Österreich Goldman Sachs Bank AG VollzeitAsset & Wealth Management, Private Wealth Advisor, Vice President, Melbourne/Sydney location_on Melbourne, VIC, 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,...
-
Private Wealth Team Assistant
vor 2 Wochen
City of Melbourne, Österreich Anton Murray Consulting VollzeitA 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...
-
Investment Specialist | Wealth Distribution
vor 3 Wochen
City of Melbourne, Österreich Foundry Talent Partners VollzeitInvestment Specialist | Wealth Distribution One of Australia’s leading funds management firms is looking to appoint an Investment Specialist to accelerate its push into the wealth and intermediated channel. A recognised name in the Australian market, the firm has excellent performance history, high brand recognition and a clear product roadmap that will...
-
Private Wealth Concierge
vor 3 Wochen
City of Melbourne, Österreich Netwealth VollzeitA financial services firm in Melbourne is seeking a Private Wealth Consultant to deliver exceptional service to high-net-worth clients. You will manage multi-channel inquiries and provide clear guidance on complex financial concepts. Ideal candidates have 2+ years in wealth management, exceptional communication skills, and a strong understanding of financial...