Director, Private Wealth Client Experience

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...

A 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...

A financial services company is looking for a Private Wealth Consultant to provide exceptional service to high-net-worth clients across various channels. The role involves managing complex inquiries and collaborating with internal teams to ensure a seamless experience. Strong experience in wealth management and exceptional communication skills are essential....

A 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...

Join 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...

A leading financial services firm is seeking a Head of Private Wealth Support in Melbourne. The role involves leading a customer-focused team, ensuring high-quality service for high-net-worth clients, and collaborating on strategic initiatives. The ideal candidate has over 5 years of experience in customer support, excellent communication skills, and a...

A 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...

A 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...

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,...

DIRECTOR | TAX | $250K On‑site. INNOVATIVE MID‑TIER FIRM BASED IN SYDNEY CBD RARE TAX FOCUSSED ROLE MODERN, INNOVATIVE AND AN EMPLOYER OF CHOICE UP TO $250K BASED ON SKILLS AND EXP FIRM This represents an extremely rare opportunity with an outstanding accounting firm based in Sydney CBD. The firm offers high‑quality client base services ranging from...