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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.

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Director - Private Wealth

Salary: AUD160,000 - AUD180,000 per annum

Location: Sydney

Date Posted: 17 April 2019

A great opportunity to join a leading Domestic Bank in their Private Wealth team with the aim to provide enduring financial advantage to their clients. This role is part of the Investment Specialists team with the aim to educate High Net Worth clients on investment opportunities.
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Remediation Consultant

Salary: Super

Location: Sydney

Date Posted: 15 April 2019

This Big 4 Bank is looking for several Remediation Consultants to help with the current activity in the market. This role exists to develop, embed, maintain and improve the assessment guidelines and processes to ensure that all customers are treated fairly and consistently and remediated (where required) in the most effective and efficient manner.
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File Assessor

Salary: Attractive salary package

Location: Sydney CBD

Date Posted: 9 April 2019

File investigations team is responsible for identifying and advising existing or previous customers have been provided with ongoing advice where fees have been paid, through investigation of a customer's financial planning file.
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Custody Settlements Officer

Salary: Negotiable

Location: Melbourne CBD

Date Posted: 5 April 2019

This position will be reporting into the Operations Manager and will be part of an established Operations Team. You will be responsible for providing a first class service to stakeholders through accurate processing and settlements of all transactions whilst supporting the Team Manager and being an SME for the team.
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Reconciliations Associate

Salary: Negotiable

Location: Melbourne CBD

Date Posted: 5 April 2019

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.
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Client Service Officer

Salary: Attractive hourly rate

Location: Melbourne

Date Posted: 4 April 2019

This is an opportunity for an experienced client services professional to join a boutique wealth management organisation.
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Xplan Assistant - (Finance Graduate, Entry level)

Salary: Negotiable

Location: Adelaide

Date Posted: 28 March 2019

We have an opportunity available for a highly motivated individual to join the team in a full time position. This role will offer you the opportunity to leverage on your existing Finance related Degree. In this position you will assist Financial Advisers with financial planning software and compliance. The journey will include extensive training, along with further study supported by the business and a structured training plan. You will be mentored by the Senior Leader and other key senior people with the opportunity to transition into other positions within the business in the future. This is a new position that has been created due to their significant growth and it will suit a recent finance graduate with a strong desire to work in the financial Planning industry.
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Custody Settlements Officer

Salary: Negotiable

Location: Melbourne CBD

Date Posted: 22 March 2019

This position will be reporting into the Operations Manager and will be part of an established Operations Team. You will be responsible for providing a first class service to stakeholders through accurate processing and settlements of all transactions whilst supporting the Team Manager and being an SME for the team.
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Client Relationship Manager

Salary: Negotiable

Location: Sydney CBD

Date Posted: 21 March 2019

You will be responsible for building and growing the profile of Corporate Super within the broader Corporate Super Industry so that its reputation grows and prospers by undertaking the following key initiatives within their New Business and Existing Business structure.
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