Wealth Manager jobs in Sydney, NSW

Legal Counsel - Perpetual Wealth Management Join to apply for the Legal Counsel - Perpetual Wealth Management role at Perpetual Limited Legal Counsel - Perpetual Wealth Management 2 days ago Be among the first 25 applicants Join to apply for the Legal Counsel - Perpetual Wealth Management role at Perpetual Limited - More Time Off for What Matters: Enjoy up to 6 weeks of leave - Flexible Work...

My client, a premier financial services firm, is seeking an experienced and highly motivated Wealth Manager to join their dynamic team in Sydney, Australia. This role is pivotal in providing tailored financial advice and wealth management solutions to high-net-worth individuals and families. The ideal candidate will have a proven track record in wealth management, exceptional client relationship...

- Want more and better career, skills & income progression? - Not appreciated or well rewarded for your hard work? - Want your work measured against outcomes vs inputs? We’re looking for someone passionate about building great relationships to help guide our clients through their Pivot journey, helping them uncover and then capitalise on opportunities to get more from their money. Please note...

This is a Customer Success Manager - Property Investment & Wealth role with St Trinity Property Group based in Sydney, NSW, AU St Trinity Property Group Role Seniority - mid level More about the Customer Success Manager - Property Investment & Wealth role at St Trinity Property Group Position Overview: As a Customer Success Manager in Liviti’s Property Investment team, you will play a crucial...

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...

- Join a leading private wealth firm backed by global stability - $80k-$85k + superannuation + bonus | Polished CBD offices - Collaborative, high‑performing culture in financial services The Opportunity We are seeking a polished and experienced Corporate Receptionist to join a leading global firm in their Sydney CBD office. Known for their professionalism, stability, and high‑performing...

Wealth Management - Client Services & Operations - Team Manager Base pay range: A$140,000.00/yr - A$160,000.00/yr This Tier 1 global full-service Wealth Management firm seeks an experienced manager to lead a team of 3 staff covering client offboarding, deceased estate processing, and asset transfers—including international and CHESS sponsorship functions—and provide adviser and risk support in...

Description Create your best future and join Westpac Corporate Affairs & Community as a Senior Communications Manager Whats the role Forget boring comms. Were looking for a creative powerhouse who can turn corporate messaging into compelling stories that make a difference. If you thrive on crafting campaigns that cut through the noise and want to work where your ideas become reality - keep...

A leading wealth management firm in Australia is seeking a motivated individual to support Senior Advisory staff in managing high-net-worth client relationships. In this role, you will ensure efficient onboarding and provide exceptional client service, working on various strategic projects. Ideal candidates will possess a relevant degree and have well-developed skills in investments and client...

A leading financial services company in Sydney is seeking an experienced IT Project Manager to lead technology projects from initiation to deployment. The role involves working with various stakeholders, ensuring compliance with regulations, and improving digital experiences for users. Candidates should have solid project management skills and experience in financial services or wealth...

A leading Wealth Management firm in Sydney is seeking an experienced Independent Financial Advisor to join their team. You will provide expert financial advice to clients, helping them achieve their financial goals. Candidates must have at least 5 years of experience, industry-leading qualifications such as CFP or CFA, and strong communication skills. This role offers a competitive package in a...

Overview Hoxton Wealth is seeking a skilled and dynamic Financial Advisor to join our established Australia team. In this role, you will work collaboratively within an existing group of professionals to service a portfolio of clients, while also expanding and refining our approach to holistic financial planning. This position offers the opportunity to make a significant impact by enhancing...

Responsibilities - Lead compliance for the Australia business and act as MLRO. - Ensure compliance with AFSL obligations, ASIC guidelines, AUSTRAC AML/CTF rules, and the Corporations Act. - Maintain and enhance the AML/CTF Program. - Advise on regulatory requirements for new products, strategies, and transactions. - Support deal teams on compliance due diligence. - Manage regulatory reviews,...

Private Wealth | Wholesale | Asset Consultants A leading boutique investment manager is seeking an experienced Distribution Manager to drive FUM growth across NSW. With strong momentum across the private wealth and asset consultant channels, the firm is making a senior NSW distribution appointment to deepen relationships and drive fundraising across its public and private market...

A global financial services company is seeking a front office support professional in Australia to assist Client Advisors in managing client relationships within Wealth Management. The ideal candidate will have at least one year of experience in a relevant role, a university degree in Banking or Finance, and a keen interest in financial products. This full-time position requires excellent...

A leading wealth management firm in New South Wales is seeking a Client Services Manager to join the Mosman team. This pivotal role involves managing documentation, coordinating account processes, and liaising with platform providers. The ideal candidate should have at least 3 years of experience in financial services, strong communication skills, and a familiarity with Xplan. Flexible and hybrid...

A leading consultancy in Asset & Wealth Management is seeking an experienced consultant for a senior role in Sydney. This position emphasizes ownership and collaboration with industry leaders on transformative initiatives. Candidates should have over 10 years of consulting experience, specifically in asset or wealth management, and demonstrate strong business development skills. The role involves...

Sydney Wealth Management Contract or Temporary Our client is a leading global investment bank with a focus on providing individuals and institutions with strategic advice and helping then implement these strategies through effective guidance and execution. Our client is seeking candidates with 1 – 3 years’ administration experience in either a corporate or, ideally another financial services...

Senior Paraplanner, Perpetual Wealth Management page is loaded## Senior Paraplanner, Perpetual Wealth Managementlocations: Sydneytime type: Full timeposted on: Posted Yesterdayjob requisition id: R8438 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. Work alongside a high experienced team of...

A leading financial services firm in Sydney seeks a junior administrator to support its wealth management team. This role requires 1-3 years of administration experience, preferably in corporate or financial services. Strong organization, communication skills, and proficiency in IT are essential. The position offers an opportunity for growth within the wealth management sector. Candidates with...