Position:Wealth Manager Location:Melbourne, Australia Employment Type:Full-Time About the Role: My client, a premier financial services firm, is seeking an experienced and highly motivated Wealth Manager to join their dynamic team in Melbourne, Australia. This role is pivotal in providing tailored financial advice and wealth management solutions to high-net-worth individuals and families. The...
Asset & 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, banking and comprehensive advice to...
Overview People and Culture - HR Generalist | Driving Talent Strategy, Employee Engagement & Operational Excellence Looking for a motivated and driven Associate Adviser to join our Wealth team (2 positions Melbourne & Sydney). This is a fantastic opportunity for someone passionate about building strong client relationships and advancing their career in financial advice. As an Associate...
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 global investment management firm seeks a Business Development Manager in Melbourne to strengthen relationships with private wealth and intermediary channels. This role requires 2-5 years of business development experience and strong communication skills. You will engage financial advisers and collaborate with investment specialists. A competitive salary between A$85,000 and A$120,000 is...
A leading financial services firm is seeking a senior leader to shape and grow its Wealth Management business in Australia. The role involves overseeing multiple advice teams, driving performance and aligning priorities across the enterprise. Ideal candidates will have a proven track record in delivering complex business outcomes and experience in financial planning. The position offers flexible...
A leading financial institution in Melbourne is seeking an Adviser Support professional to strengthen client relationships and assist advisers with strategic financial planning. The ideal candidate will have experience in Wealth Management and exceptional communication skills. This permanent full-time position offers the chance to work with high-net-worth clients, manage workflows efficiently,...
A leading financial institution in Melbourne is seeking an Adviser Support to join their Wealth Management team. This role is integral in strengthening client relationships and providing strategic support to advisers. Ideal candidates will have experience in Wealth Management and exceptional communication skills, alongside a strong interest in financial planning. The position offers the...
A leading financial services company is seeking a Lead Business Analyst in Melbourne. You will leverage your expertise in Wealth Management to consult with business leaders and create effective delivery strategies. This role involves leading a team of Business Analysts, overseeing analysis processes, and driving continuous improvement. Ideal candidates demonstrate a growth mindset and thrive in...
Senior Financial Adviser, Perpetual Wealth Management page is loaded## Senior Financial Adviser, Perpetual Wealth Managementlocations: Melbournetime type: Full timeposted on: Posted Yesterdayjob requisition id: R8341 More Time Off for What Matters: Enjoy up to 6 weeks of leave Flexible Work Environment: Work where we work best – whether in the office or from home.Perpetual Group is an ASX-listed...
Head of Advice – Wealth Management | Melbourne CBD We are seeking an experienced and commercially minded Head of Advice to join a well-established, highly regarded wealth management firm based in the Melbourne CBD. This is a senior leadership opportunity within a well-known brand, offering the platform, scale, and influence to shape advice strategy, drive adviser performance, and enhance client...
A financial services firm in Melbourne is seeking experienced Business Analysts to join their Delivery team. The role focuses on translating business needs into clear requirements, collaborating with stakeholders, and supporting strategic initiatives. Ideal candidates will have 3+ years' experience in Business Analysis or 5+ years in Wealth Management, with strong knowledge of Wealth Advisory...
A leading global wealth manager is seeking an experienced candidate for a front office support role within Wealth Management. The role focuses on administration of client relationships, collaborating with diverse teams to enhance operational efficiency while ensuring a high standard of client service. Ideal candidates will have at least one year of related experience and a university degree in...
A forward-thinking startup in Melbourne is seeking a Forward Deployed Engineer to integrate AI solutions for Wealth Management teams. This role involves collaborating closely with clients to understand their workflows, writing production-grade code in Golang and React, and influencing product planning based on client needs. The ideal candidate has over 5 years of software engineering experience,...
Description To serve as a full financial services advisor by providing appropriate savings, investment and estate planning advice, expertise and support to high income clients, with a focus on investments. Hello future Wealth Manager, Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make...
Overview Findex are currently seeking an experienced Senior Project Manager to join our Enterprise PMO (EPMO). This is a permanent, full-time role, flexible on location within Australia for the right person. The Senior Project Manager plays a critical leadership role within our EPMO, responsible for transforming Wealth Management ways of working by digitising and automating end-to-end processes...
A leading financial services provider in Melbourne is seeking a Digital Product Manager to lead the delivery of strategic products. This role focuses on creating seamless digital experiences for advisers while managing cross-functional teams. Candidates should have extensive experience in the Australian wealth management sector, along with strong communication and strategic thinking skills. The...
A reputable wealth management firm in Melbourne CBD is seeking a Head of Advice to lead and develop a team of financial advisers. This senior leadership role involves setting strategies, ensuring compliance, and driving adviser performance to enhance client outcomes. The ideal candidate has a solid foundation in Financial Planning, proven leadership experience, and relevant qualifications. This...
A leading financial services company is hiring a Lead Business Analyst in Melbourne. You'll leverage your expertise in Wealth Management to consult with business leaders and create delivery strategies. Your role involves leading Business Analysts, overseeing analysis processes, and driving continuous improvement within the team. If you possess a growth mindset and can thrive in a changing...
Overview If you live in Australia or New Zealand, you've likely heard of AMP. But at a time when society is changing, we are too. We're now a nimbler business with new leadership and thinking. For us, these are exciting times. There's a real potential for big thinkers to help us redefine what financial services could be. And turn our legacy into something even more positive and powerful for the...