Wealth Management
vor 3 Wochen
Sydney Wealth Management Contract or Temporary Our client is a global tier-one Wealth Management firm seeking an experienced KYC Periodic Review Associate to join their Sydney Account Management Team on an initial 12-month contract. Theideal candidate will have wealth management / Private banking / client onboarding /KYC experience from a global firm and ideally some understanding of UK FSA regulations alongside Australian regulations. Key Responsibilities: This role is broadly responsible for supporting all operational processes for the CIP KYC and PEP reviews, including: Reviewdocumentation provided by clients and sales Escalate regulatory concerns or exceptions to Managers for further review and discussions Escalate accounts with high-risk triggers or high-risk accounts for Global Financial Crimes (GFC) signoff Review and validate the accuracy of values that impact client’s ML / TF risk, such as Source of Wealth (SoW) and Total Net Worth Continuous and active engagement with Sales teams to share KYC and ML / TF related guidance Ensure periodic review and relevant approval records are retained properly in internal database and monitor the receipt of any outstanding documentation within required timeframe Desired Experience/Qualifications: Bachelor’s degree or equivalent education or experience required At least 3 years’ experience in the financial services industry, ideally with previous experience in Risk and Compliance with a private bank, or onboarding/periodic review in a top-tier bank Understanding of global AML/KYC standards, in particular Australian and UK- FSA requirements Strong analytical and organisational skills Strong communication skills to effectively and clearly instruct/ advise Sales teams and other stakeholders Ability to articulate issues concisely and effectively Able to work both independently and with a team in a dynamic environment with high pressure on timeliness and quality of deliverables Impressive knowledge of KYC documentation, industry regulations and best practices This role will pay approximately $450-550 per day plus super, depending on prior experience in relevant positions . #J-18808-Ljbffr
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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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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 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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Council of the City of Sydney, Österreich Goldman Sachs Group, Inc. Vollzeit2026 | APEJ | Sydney | Wealth Management, Private Wealth Management | Summer Analyst Sydney, NSW, Australia About the program Our Summer Analyst Program is a nine to ten week summer internship for students pursuing a bachelors / graduate degree. You will be fully immersed in our day-to-day activities. As a participant, you will: Attend orientation where...
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Associate, Perpetual Wealth Management
vor 2 Wochen
Council of the City of Sydney, Österreich Perpetual Limited VollzeitAssociate, Perpetual Wealth Management page is loaded## Associate, Perpetual Wealth Managementlocations: Sydneytime type: Full timeposted on: Posted Yesterdayjob requisition id: R8301* More time off for the things that matter - Up to 6 weeks’ leave* Work where we work best - Hybrid office/work-from-home environment* Be an active contributor for your team...
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Director - Asset & Wealth Management
Vor 5 Tagen
Council of the City of Sydney, Österreich Kapital Consulting VollzeitAdd expected salary to your profile for insights Sydney or Melbourne Permanent Opportunity Asset & Wealth Management About the role We’re working with a high-growth consulting organisation expanding across the Australian investment landscape. They partner with major asset and wealth managers to deliver transformation that actually sticks - not just...
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Director - Asset & Wealth Management
Vor 7 Tagen
Council of the City of Sydney, Österreich Kapital Consulting - Fintech & Executive Search VollzeitBase pay range A$210,000.00/yr - A$270,000.00/yr Direct message the job poster from Kapital Consulting Manager | Executive Search | Technology Leadership in Financial Services | Trusted Partner to Funds, Exchanges & Trading Firms Sydney or Melbourne Asset & Wealth Management About the role We’re working with a high‑growth consulting organisation...
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Council of the City of Sydney, 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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Process Associate
vor 3 Wochen
Council of the City of Sydney, Österreich Perpetual Limited VollzeitProcess Associate - Perpetual Wealth Management page is loaded## Process Associate - Perpetual Wealth Managementlocations: Sydneytime type: Full timeposted on: Posted Yesterdayjob requisition id: R8068* A 12-month Max-Term Contract opportunity* Play a key role in delivering quality processes and training in our Service Delivery Team.* Flexible Work...
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Wealth Management Operations
vor 2 Wochen
Council of the City of Sydney, Österreich Michael Page VollzeitAbout Our Client A fast-growing wealth management fintech helping advisers with portfolio administration, fee processing, and reporting. Job Description Deliver accurate and timely fee calculations for adviser clients across multiple fee structures Support all aspects of revenue processing, including reconciliations and reporting Maintain and improve...
