private client advisor jobs in Sydney, NSW

A boutique Wealth Management firm in Sydney is seeking an experienced Private Client Advisor. In this role, you'll connect clients to exclusive acquisition resources and be rewarded with high commission splits on revenue. The ideal candidate will have 5-10 years of private client advisory experience, strong ethical alignment, and excellent communication skills. This is an excellent opportunity...

A financial advisory firm located in Sydney CBD is seeking an experienced Private Wealth Adviser. This role focuses on providing tailored financial advice and fostering long-term client relationships while being supported by a skilled team. The ideal candidate will have at least 2 years of experience, a relevant degree, and a strong understanding of financial markets. The firm offers competitive...

A leading advisory and accounting firm in Australia seeks an Intermediate Consultant. Responsible for managing smaller clients, preparing various tax returns, managing correspondence with the Tax Office, and supporting junior staff. Ideal candidates will have 18 months to 3 years' experience in a Chartered / CPA practice, along with a relevant degree and CA/CPA studies underway. This role offers...

A leading global investment firm in Sydney is seeking a Wealth Management Professional to liaise with clients, analyze portfolios, and support compliance functions. The ideal candidate will have 2 to 4 years of experience, strong analytical and communication skills, and the capacity to thrive in a fast-paced environment. This role offers a dynamic opportunity to engage with high net worth clients...

A specialist search firm seeks an Assistant Manager or Manager for Tax & Wealth Reporting, focusing on ultra-high-net-worth families. The role emphasizes complex advisory work and offers a premium mandate with zero billable hours. Candidates must exhibit technical rigour, a systems mindset, and the ability to maintain discretion in high-trust environments. This position offers a clear leadership...

Private Clients Manager/Senior Manager, Top 30 CA Firm, Sydney CBD - My client is a leading boutique CA firm, based in the Sydney CBD - I am looking for a Private Clients Manager or Senior Manager. - The person I am looking for will most likely be a Private Clients (business services) Manager from a Big 4 or leading mid-tier CA firm. - You will have approximately 5-9 years of experience...

Position: Private Clients Manager/Senior Manager My client is a leading top 30 CA firm, based in the Sydney CBD. I am looking for a Private Clients Manager/Senior Manager. The ideal candidate will most likely be a Private Clients (business services) Manager from a Big 4 or leading mid-tier CA firm, with approximately 5-9 years of experience servicing ultra high net wealth individuals, large...

- My client is a leading top 30 CA firm, based in the Sydney. - I am looking for a Private Clients Director or Partner. - The person I am looking for will most likely be a Private Clients (business services) Director from a Big 4 or leading mid-tier CA firm, looking to step up to a partner position or a current partner looking to join another high-performing team. - You will have approximately...

Our company is an internationally renowned securities brokerage platform with licensed branches established in all major financial markets. We provide institutional-grade market access and comprehensive investment solutions to high-net-worth clients and professional investors. We now sincerely invite financial professionals with abundant client resources and industry experience to join us and...

SW Business & Private Client Advisory Virtual Experience On-site Australia Online/remote Location Australia, Online/remote What is this? Interested in working in an accounting firm? Want to see what your day-to-day life would look like? Want experience from real case scenarios that have occurred at SW? NOW is your chance! In this virtual experience, you will be given the opportunity to...

Calling all wealth advisors looking for a role 100% focused on business development! As a Private Client Director with Fisher Investments Australasia Pty Ltd (FIA), you will focus solely on acquiring high-net-worth wholesale clients. Qualified lead flow is provided with no need for cold calling. FIA is a subsidiary of Fisher Investments, which is a privately held multi-billion dollar global...

Overview Calling all wealth advisors looking for a role 100% focused on business development! As a Private Client Director with Fisher Investments Australasia Pty Ltd (FIA), you will focus solely on acquiring high-net-worth wholesale clients. Qualified lead flow is provided with no need for cold calling. FIA is a subsidiaryof Fisher Investments, which is a privately held multi-billion dollar...

A leading financial services firm located in Australia is seeking a Client Services Manager for their Private Wealth division focused on Not-for-Profit and High Net Worth clients. The ideal candidate will have 3-5+ years of experience in client support and a strong background in financial services. This role involves building client relationships, supporting advisory teams, and enhancing client...

Overview At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. Senior Manager - Private Client Services The opportunity As the Private Client Senior Manager, you will play a pivotal role in delivering practical...

Senior Manager - Private Client Services At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. The opportunity the Private Client Senior Manager, you will play a pivotal role in delivering practical solutions that...

Sydney Wealth Management Permanent Our client is an Australian boutique Wealth Management firm with a unique focused approach, fostering extraordinary outcomes for both clients and stakeholders. With deep institutional backing their offer is designed for advisers ready to scale up with purpose. This is an exceptional opportunity for a well-established Private Client Advisor to connect their...

A financial advisory firm located in Sydney CBD is seeking an experienced Private Wealth Adviser. This role focuses on providing tailored financial advice and fostering long-term client relationships while being supported by a skilled team. The ideal candidate will have at least 2 years of experience, a relevant degree, and a strong understanding of financial markets. The firm offers competitive...

A renowned securities brokerage platform is seeking a Senior Business Partner/Director to oversee regional business strategies and drive growth. Candidates must have over 10 years of experience in private banking or wealth management, with a strong track record in client relationships and team leadership. Responsibilities include developing business plans, managing high-net-worth client...

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, where you will gain exposure to...

A global private banking firm in Sydney seeks a Private Banking Client Services Rep to support senior Private Bankers in a premium client-focused environment. This role involves coordinating between teams, managing client inquiries, and assisting with client onboarding and documentation. Candidates should have experience in financial services and strong communication skills. Excellent opportunity...