Private wealth management jobs

Robert Walters recruits for permanent and contract private wealth management jobs throughout Australia. View the private wealth management job vacancies we are currently recruiting for below.

Search Results

Case Manager

Salary: AUD100,000 - AUD120,000 per annum + Super

Location: Sydney CBD

Date Posted: 15 August 2018

The purpose of this role has a strong customer focus and is to review customer advice provided by advisers and assess its quality and appropriateness against the needs of the customer. Support the implementation of a customer remediation program and identify and provide remediation themes and recommended improvements back into the overall Advice process. Ensure fair compensation of a client is achieved.
Associate Private Banker

Salary: AUD110,000 - AUD120,000 per annum + Super

Location: Sydney CBD

Date Posted: 15 August 2018

A fantastic opportunity available for a driven Private Banker to join a highly regarded and respected banking organisation. * Deliver best in banking, investments and wealth solutions * Join a collaborative and success-focused team * Market Leading Remuneration Structure The organisation, has a well-established Private Banking business with a significant share of the Australian Private Wealth market. The client is looking to develop the market and they are looking to appoint professional and a highly skilled Private Banker for their Sydney CBD team. In this role, you will be the primary relationship contact responsible for meeting the end-to-end wealth and banking needs and provide market leading strategic advice solutions spanning debt, investments, cash and wealth. You will be responsible for proactively managing a portfolio of clients and you will do this by building strong relationships with your clients and ensuring your clients receive expert advice on banking, lending, investment and wealth management products. It is critical that you provide tangible solutions and you will be successful in this role if you are able to show empathy and develop a personal connection with your clients to ensure trust within the relationships.
Client Service Officer

Salary: Super

Location: Melbourne

Date Posted: 3 August 2018

This is an opportunity for an experienced Client services professional to join a highly successful Wealth Management Organisation.
Reconciliations Associate

Salary: Negotiable

Location: Melbourne CBD

Date Posted: 19 July 2018

An opportunity be part of a collaborative and high achieving Reconciliations team. As a reconciliation Associate you will be responsible for ensuring portfolio holdings, market values, liquidity and overdraft positions are accurate whilst resolving any exceptions in an efficient manner, and reporting positions to Investments on a daily basis.
Recruitment Consultant

Salary: Bonus

Location: Sydney CBD

Date Posted: 2 August 2018

Opportunity to work for a global organisation in a high performing team offering exciting career progression opportunities
Financial Planner

Salary: Excellent Opportunity

Location: Adelaide

Date Posted: 1 August 2018

You will have the ability to drive your career and tap into excellent earning potential. This is an opportunity for someone who is a customer focused Financial Planner looking for an opportunity to operate amongst high net worth clientele, delivering complex advice strategies. You will be responsible for servicing an existing book of clients as well as attracting your own clients through company generated leads and your own networks.
Client Services Officer / Junior Paraplanner

Salary: Excellent Company Culture

Location: Adelaide

Date Posted: 1 August 2018

This Successful Accounting Firm is seeking an enthusiastic Financial Services professional to join the Financial planning division of their business. This firm is an established chartered accounting firm providing advice to businesses and high net wealth clientele. The opportunity is a combination of roles initially encompassing; traditional Client Services duties and junior paraplanning and will naturally develop as the Financial Planning arm grows into a role with more responsibility. You are ideally a degree qualified individual who has been in a Client Services role and would like to progress into Paraplanning and eventually into Advice.