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Wealth Manager jobs in Adelaide, SA
This is a Private Wealth Management Expert role with Mercor based in Sydney, NSW, Australia Mercor Role Seniority - mid level, junior More about the Private Wealth Management Expert role at Mercor Mercor is recruiting U.S./UK/Canada/Europe/Australia-based Private Wealth Management Experts for a research project with a leading foundational model AI lab. You are a good fit if you: Have at least 2...
A financial services company is seeking a Private Wealth Management Expert based in Sydney, NSW. This role offers flexibility as work is fully asynchronous, requiring a commitment of at least 10 hours weekly for a minimum of four weeks starting in October. Ideal candidates will have at least 2 years of experience in private wealth management at top firms. Compensation is $100 per hour, paid...
Overview Join to apply for the Wealth manager | $85/hr Remote role at Crossing Hurdles. Location: Remote • Duration: 1–2 months (with possible extension) • Commitment: ~20 hrs/week (part-time, flexible) Base pay range $70.00/hr - $85.00/hr Details Type: Hourly Contract Compensation: $70–$85/hour (based on experience) Location: Remote Duration: 1–2 months (with possible...
A leading financial services firm in Sydney seeks a Property Associate to join its Wealth Management team. This role includes monitoring the property inbox and assisting managers with administrative tasks. Ideally, candidates should have experience in financial services and strong communication skills. The firm is committed to diversity and inclusion, encouraging applications from Aboriginal and...
A financial services group seeks an experienced Practice Manager in Adelaide to oversee daily operations of its wealth practice. This senior role involves managing workflows, supporting advisors, and maintaining client service standards. Candidates should have a strong background in financial services and experience with CRM systems like XPLAN. The position offers significant growth opportunities...
Baker Young is seeking an experienced Practice Manager to oversee the day-to-day operations of its private wealth practice based in Adelaide. Reporting directly to the CEO of the Private Wealth Division, this is a senior, hands‐on role accountable for practice operations, adviser and client service support, systems, and operational standards. The role supports local teams in Adelaide while...
A leading advisory firm in South Australia seeks a Manager to oversee client portfolios and mentor junior staff. The ideal candidate will have a relevant degree, CA or CPA qualification, and 4+ years of experience in a business advisory role. Responsibilities include managing workflow, conducting financial analyses, and maintaining client relationships. An attractive benefits package includes a...
An international banking institution in South Australia seeks a Relationship Manager to manage and develop relationships with high-profile clients. You'll provide exceptional customer service while driving business growth and ensuring compliance with regulatory requirements. Ideal candidates will have banking knowledge, sales experience, and excellent communication skills. This role offers a...
A financial services firm in New South Wales seeks a dynamic individual for a Senior Financial Adviser role focused on enhancing client experiences and achieving financial goals. This position emphasizes client interaction, pipeline management, and collaboration with Accounting and Wealth teams. The successful candidate will have a proven track record in financial advising, strong relationship...
A leading wealth management firm is seeking a Private Client Director focused on acquiring high-net-worth wholesale clients. This remote role involves managing client relationships, utilizing provided leads, and presenting tailored investment solutions to affluent investors. The ideal candidate has at least 5 years of experience in financial services, a clean regulatory record, and a proven track...
A leading property investment company in Melbourne seeks a Property Education Consultant to engage and educate potential investors about property wealth planning. Responsibilities include managing high-volume calls, qualifying leads, and scheduling consultations. Ideal candidates will have proven telesales experience, a track record of exceeding sales targets, and the ability to build rapport...
A wealth creation platform seeks a self-employed Buyers Agent to execute wealth strategies through property in South Australia. You will work with finance-ready clients, conducting analysis and negotiations to source high-quality residential properties. The ideal candidate has a Class 1 Real Estate Licence and has successfully managed 20 transactions. This role offers elite earning potential,...
What role will you play? Through your experience and expertise, you will deliver bespoke investment and strategic advice tailored to the unique needs of high‐net‐worth individuals and their families. Building and nurturing trusted relationships will be central to your role, ensuring an exceptional and seamless client experience. You will also oversee and prepare advice and review documents,...
A leading financial institution is seeking an Adviser Support to join their Adelaide team. This role involves strengthening client relationships, supporting advisers in investment analysis, and managing compliance. The suitable candidate should have a strong interest in investments, exceptional communication skills, and proficiency in MS Office. The working environment is inclusive, fostering...
A leading financial advisory firm in Australia is seeking an experienced Financial Adviser to provide exceptional service to clients in achieving their financial goals. This role demands a strong commitment to client relationship management, with responsibilities including the development of financial strategies and communication of investment data. Applicants should have 4-5 years of experience...
Role Overview Private Wealth Management Expert role with Mercor based in Sydney, NSW, Australia. About the Role - Work is fully asynchronous and can be adjusted to fit your schedule. - Commit at least 10 hours per week. - Minimum four-week engagement beginning in October, with potential for extension or rotation to similar future projects. - Successful contributions increase the odds of being...
Senior Research Analyst - Perpetual Wealth ManagementJoin to apply for the Senior Research Analyst - Perpetual Wealth Management role at Perpetual LimitedPerpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.About the RoleThis...
A prominent financial services group in Adelaide is seeking an experienced Practice Manager to oversee operations within its private wealth division. This senior role involves managing day-to-day workflows, supporting advisers and client services, and ensuring operational compliance. The ideal candidate should have a strong background in wealth management, leadership skills, and experience with...
Reporting directly to the CEO, Private Wealth Division Capital Haus Group & Baker Young are seeking an experienced Practice Manager to lead the day-to-day operations of its private wealth practice based in Adelaide. This is a senior, hands-on role accountable for how the practice operates — supporting advisers, client services, systems, and operational standards — while working closely with the...
A leading Australian financial services firm is seeking a Senior Financial Adviser to provide exceptional service and manage client accounts. This role involves preparing strategic financial plans, supporting business development, and maintaining strong client relationships. Ideal candidates will have over seven years of experience and relevant qualifications. Flexible work arrangements are...