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Private Wealth Manager

at Clime Private Wealth

This is a Full time job

Sydney NSW
  • ASX-listed backing with boutique adviser autonomy
  • In-house investment research and managed account capability
  • Genuine growth trajectory and incentive upside
  • ASX-listed backing with boutique adviser autonomy
  • In-house investment research and managed account capability
  • Genuine growth trajectory and incentive upside
Build your private wealth practice with the backing of an ASX-listed Australian investment and wealth management group.
Build your private wealth practice with the backing of an ASX-listed Australian investment and wealth management group.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
Featured
Featured
This is a featured job

Private Client Relationship Manager

at Private Advertiser

This is a Full time job

Surfers Paradise, Gold Coast QLD
Base + Uncapped Earnings
  • High-quality inbound leads - no cold calling required
  • Direct coaching and mentoring from experienced leadership
  • Competitive salary, incentives and genuine career growth opportunities
  • High-quality inbound leads - no cold calling required
  • Direct coaching and mentoring from experienced leadership
  • Competitive salary, incentives and genuine career growth opportunities
Join a growing investment business as a Private Client Relationship Manager based in our Surfers Paradise office.
Join a growing investment business as a Private Client Relationship Manager based in our Surfers Paradise office.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
Featured
Featured
Listed six days ago

Private Wealth Assistant

at Succession Recruitment

This is a Full time job

Sydney NSW
$70-80K Package
  • Supportive, collaborative team culture with genuine mentorship
  • Ongoing training, development & long-term career progression
  • Sydney CBD location | Competitive salary package & benefits
  • Supportive, collaborative team culture with genuine mentorship
  • Ongoing training, development & long-term career progression
  • Sydney CBD location | Competitive salary package & benefits
Join a highly regarded Private Wealth Management firm in Sydney, fantastic culture, ongoing mentoring, career development, attractive package!
Join a highly regarded Private Wealth Management firm in Sydney, fantastic culture, ongoing mentoring, career development, attractive package!
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
6d ago
6d ago
Listed four days ago

Private Wealth

at TTG Recruitment

This is a Full time job

Melbourne VIC(Hybrid)
Circa $220k plus Super and Incentives
Leading Finance Organisation - Private Wealth role - Melbourne - HNW and sophisticated client base
Leading Finance Organisation - Private Wealth role - Melbourne - HNW and sophisticated client base
subClassification: Banking - BusinessBanking - Business
classification: Banking & Financial Services(Banking & Financial Services)
4d ago
4d ago
Listed twelve days ago

Private Wealth Manager

at Clime Private Wealth

This is a Full time job

Sydney NSW
  • ASX-listed backing with boutique adviser autonomy
  • In-house investment research and managed account capability
  • Genuine growth trajectory and incentive upside
  • ASX-listed backing with boutique adviser autonomy
  • In-house investment research and managed account capability
  • Genuine growth trajectory and incentive upside
Build your private wealth practice with the backing of an ASX-listed Australian investment and wealth management group.
Build your private wealth practice with the backing of an ASX-listed Australian investment and wealth management group.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
12d ago
12d ago
Listed eighteen days ago

Private Wealth Advisor

at Lawson Delaney Australia

This is a Full time job

Melbourne VIC(Hybrid)
  • Financial Advice
  • Beautiful Melbourne Offices
  • High performing yet flexible culture
  • Financial Advice
  • Beautiful Melbourne Offices
  • High performing yet flexible culture
Join one of Australia's most respected private wealth advisory firms, recognised for its uncompromising standards, long‑term client relationships
Join one of Australia's most respected private wealth advisory firms, recognised for its uncompromising standards, long‑term client relationships
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
18d ago
18d ago
Listed forty three minutes ago

Private Wealth Adviser

at Focus Partners Australia
Be an early applicant

This is a Full time job

Sydney NSW(Hybrid)
  • Continue to build your career as a Private Wealth Adviser
  • Established HNW client base to nurture and grow
  • Join a team that is client first and relationship focused
  • Continue to build your career as a Private Wealth Adviser
  • Established HNW client base to nurture and grow
  • Join a team that is client first and relationship focused
Are you an early career Adviser looking for a new opportunity to grow your skills and experience? We are looking for an Adviser to join us in Sydney
Are you an early career Adviser looking for a new opportunity to grow your skills and experience? We are looking for an Adviser to join us in Sydney
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
43m ago
43m ago
Listed ten days ago

Client Service Administrator – Private Wealth

at Pitcher Partners Accountants & Advisors WA Pty Ltd

This is a Full time job

Perth WA
  • Exposure to complex, high net worth client work
  • Flexible working
  • A close-knit, high-performing team environment
  • Exposure to complex, high net worth client work
  • Flexible working
  • A close-knit, high-performing team environment
Exciting opportunity for an experienced Client Service Administrator who has outgrown transactional administration.
Exciting opportunity for an experienced Client Service Administrator who has outgrown transactional administration.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
10d ago
10d ago
Listed seven days ago

Senior Private Wealth Administrator

at Bell Potter Securities Ltd

This is a Full time job

Melbourne VIC
  • Be part of the expansion of our Melbourne Private Wealth Service team.
  • Take full ownership of client onboarding and portfolio administration.
  • Senior role in Onboarding, exposure to advanced portfolio cost reconstructions.
  • Be part of the expansion of our Melbourne Private Wealth Service team.
  • Take full ownership of client onboarding and portfolio administration.
  • Senior role in Onboarding, exposure to advanced portfolio cost reconstructions.
Own end-to-end onboarding & portfolio administration, be the key contact for advisers, ensure accurate reporting & manage complex portfolio data.
Own end-to-end onboarding & portfolio administration, be the key contact for advisers, ensure accurate reporting & manage complex portfolio data.
subClassification: Stockbroking & TradingStockbroking & Trading
classification: Banking & Financial Services(Banking & Financial Services)
7d ago
7d ago
Listed four days ago

Private Client Relationship Manager

at Private Advertiser

This is a Full time job

Surfers Paradise, Gold Coast QLD
Base + Uncapped Earnings
  • High-quality inbound leads - no cold calling required
  • Direct coaching and mentoring from experienced leadership
  • Competitive salary, incentives and genuine career growth opportunities
  • High-quality inbound leads - no cold calling required
  • Direct coaching and mentoring from experienced leadership
  • Competitive salary, incentives and genuine career growth opportunities
Join a growing investment business as a Private Client Relationship Manager based in our Surfers Paradise office.
Join a growing investment business as a Private Client Relationship Manager based in our Surfers Paradise office.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
4d ago
4d ago
Listed thirteen days ago

Client Services Officer

at BDO Australia

This is a Full time job

Brisbane QLD
  • Help shape the future of the CSO function
  • Be part of a high‑energy, collaborative adviser group
  • Big‑firm capability, people‑first environment
  • Help shape the future of the CSO function
  • Be part of a high‑energy, collaborative adviser group
  • Big‑firm capability, people‑first environment
Join a long‑established Private Wealth team. Own client service, streamline workflows and contribute to a high‑performing team culture.
Join a long‑established Private Wealth team. Own client service, streamline workflows and contribute to a high‑performing team culture.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
13d ago
13d ago
Listed twenty days ago

Experienced Client Service Roles

at VISIS Private Wealth

This is a Full time job

Brisbane QLD
$75,000 – $90,000 per year
  • Award Winning Firm where you will look forward to coming to work
  • Challenging and Interesting role with a diverse portfolio of responsibilities
  • Attractive Salary and Career Progression
  • Award Winning Firm where you will look forward to coming to work
  • Challenging and Interesting role with a diverse portfolio of responsibilities
  • Attractive Salary and Career Progression
This is an excellent opportunity to work with one of Australia's most highly regarded Financial Advice Firms assisting High Net Wealth Clients.
This is an excellent opportunity to work with one of Australia's most highly regarded Financial Advice Firms assisting High Net Wealth Clients.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
20d ago
20d ago
Listed three days ago

Client Service Associate

at Encore Private Wealth Pty Ltd

This is a Full time job

Bundall, Gold Coast QLD
Join our dynamic wealth management team. We are looking for a proactive professional to deliver exceptional service to our high-net-worth clients.
Join our dynamic wealth management team. We are looking for a proactive professional to deliver exceptional service to our high-net-worth clients.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
3d ago
3d ago
Listed thirteen days ago

Senior Client Service Officer (Private Wealth) | Brisbane | $125k

at Jenner Recruitment Pty Ltd

This is a Full time job

Brisbane Market, Brisbane QLD
  • An excellent package with amazing profile and benefits for the right candidate
  • This unique opportunity is rare in the Brisbane market
  • This Brisbane based role is working for some of the best in Australia
  • An excellent package with amazing profile and benefits for the right candidate
  • This unique opportunity is rare in the Brisbane market
  • This Brisbane based role is working for some of the best in Australia
Looking for a pro-active, professional and client-focussed individual for this rare opportunity!
Looking for a pro-active, professional and client-focussed individual for this rare opportunity!
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
13d ago
13d ago
Listed seven days ago

Private Wealth Dealers Assistant | Brisbane | $125k

at Jenner Recruitment Pty Ltd

This is a Full time job

Brisbane Market, Brisbane QLD
  • An excellent package with amazing profile and benefits for the right candidate
  • This unique opportunity is rare in the Brisbane market
  • This Brisbane based role is working for some of the best in Australia
  • An excellent package with amazing profile and benefits for the right candidate
  • This unique opportunity is rare in the Brisbane market
  • This Brisbane based role is working for some of the best in Australia
Looking for a pro-active, professional and client-focussed individual for this rare opportunity!
Looking for a pro-active, professional and client-focussed individual for this rare opportunity!
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
7d ago
7d ago
Listed twenty five days ago

Client Services Manager

at Savant Private Equity
Expiring soon

This is a Full time job

Parramatta, Sydney NSW
$70,000 – $80,000 + achievable monthly bonus
  • Achievable monthly bonus structure
  • Career growth opportunities across the business
  • Flexible work arrangements
  • Achievable monthly bonus structure
  • Career growth opportunities across the business
  • Flexible work arrangements
Join Savant Private, a fast-growing property and financial services firm, as a Client Services Manager
Join Savant Private, a fast-growing property and financial services firm, as a Client Services Manager
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
25d ago
25d ago
Listed twenty days ago

Private Wealth

at TTG Recruitment

This is a Full time job

Melbourne VIC(Hybrid)
Circa $220k plus Super and Incentives
Leading Finance Organisation - Private Wealth role - Melbourne - HNW and sophisticated client base
Leading Finance Organisation - Private Wealth role - Melbourne - HNW and sophisticated client base
subClassification: Funds ManagementFunds Management
classification: Banking & Financial Services(Banking & Financial Services)
20d ago
20d ago
Listed three days ago

Adviser Assistant - Private Wealth

at Itch Recruitment

This is a Full time job

Perth WA
  • Work with high performing advisers in a leading private wealth firm
  • Execute trades in adviser absence within clear protocols and limits
  • Clear pathway toward paraplanner or adviser roles over time
  • Work with high performing advisers in a leading private wealth firm
  • Execute trades in adviser absence within clear protocols and limits
  • Clear pathway toward paraplanner or adviser roles over time
Ready to own your seat? Execute trades, support HNW & UHNW clients & partner with top advisers at a leading private wealth firm.
Ready to own your seat? Execute trades, support HNW & UHNW clients & partner with top advisers at a leading private wealth firm.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
3d ago
3d ago
Listed ten days ago

Senior Private Wealth Adviser - Existing Book

at CANDOR Recruitment

This is a Full time job

Canberra ACT(Hybrid)
$160K - $220K +
  • Work with high-end clients
  • Full back-office support
  • 20+ staff Boutique Private Wealth Firm
  • Work with high-end clients
  • Full back-office support
  • 20+ staff Boutique Private Wealth Firm
Looking for a Senior Financial Adviser to join a mid- sized boutique and inherit a book of high end clients. Leadership experience highly regarded.
Looking for a Senior Financial Adviser to join a mid- sized boutique and inherit a book of high end clients. Leadership experience highly regarded.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
10d ago
10d ago
Listed twenty two hours ago

Client Relationship Manager

at Godfrey Group Recruitment

This is a Full time job

Perth WA(Hybrid)
$100l - $120k + Superannuation + Bonus
  • Manage a range of financial affairs for vulnerable clients - intricate
  • Own outcomes, autonomous, rewarding & impactful role. Lots of variety & scope.
  • Job is well suited to an ex Financial Adviser with life experience.
  • Manage a range of financial affairs for vulnerable clients - intricate
  • Own outcomes, autonomous, rewarding & impactful role. Lots of variety & scope.
  • Job is well suited to an ex Financial Adviser with life experience.
Manage a range of financial affairs for vulnerable clients - intricate, meaningful work with autonomy & purpose. High level client service & financial
Manage a range of financial affairs for vulnerable clients - intricate, meaningful work with autonomy & purpose. High level client service & financial
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
22h ago
22h ago
Listed twenty six days ago

Client Service & Operations Associate - Private Wealth - 12m initial contract

at Anton Murray Consulting
Expiring soon

This is a Contract/Temp job

Sydney NSW(Hybrid)
$90-100k base
  • Long term contract role - No WHVs will be considered
  • $90-100k base equivalent
  • Global Wealth Manager
  • Long term contract role - No WHVs will be considered
  • $90-100k base equivalent
  • Global Wealth Manager
Seeking an experienced Wealth Management Operations candidate for an initial 12 mth contract- 2+ years relevant experince required
Seeking an experienced Wealth Management Operations candidate for an initial 12 mth contract- 2+ years relevant experince required
subClassification: Compliance & RiskCompliance & Risk
classification: Banking & Financial Services(Banking & Financial Services)
26d ago
26d ago
Listed twenty nine days ago

Client Service Manager

at GloryHouse Wealth Management Pty Ltd
Expiring soon

This is a Full time job

Melbourne VIC
Be the trusted link between clients and advisors, ensuring seamless service and portfolio coordination.
Be the trusted link between clients and advisors, ensuring seamless service and portfolio coordination.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
29d ago
29d ago
Listed four days ago

Client Services Officer - Financial Advisor

at Niche Talent

This is a Full time job

Cleveland, Brisbane QLD(Hybrid)
$70,000 - $90,000
  • Flexible and supportive culture
  • Providing support to a high performing team
  • Career growth and ongoing development
  • Flexible and supportive culture
  • Providing support to a high performing team
  • Career growth and ongoing development
Looking for a genuine and down to earth firm with opportunity for growth?
Looking for a genuine and down to earth firm with opportunity for growth?
Recruited byCaitlin Neville
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
4d ago
4d ago
Listed thirteen days ago

Client Services Administrator

at PSK Business Services

This is a Full time job

Canberra ACT(Hybrid)
  • A growing advice business with a national footprint
  • Workplace Benefits program | Employee Assistance Program (Assure)
  • Paid Parental Leave | Hybrid Work | Canberra Location
  • A growing advice business with a national footprint
  • Workplace Benefits program | Employee Assistance Program (Assure)
  • Paid Parental Leave | Hybrid Work | Canberra Location
Become a key member of the Advice team assisting Advisers & creating ongoing relationships with clients. Competitive Salary | Hybrid work | Canberra
Become a key member of the Advice team assisting Advisers & creating ongoing relationships with clients. Competitive Salary | Hybrid work | Canberra
subClassification: Administrative AssistantsAdministrative Assistants
classification: Administration & Office Support(Administration & Office Support)
13d ago
13d ago
Listed twenty days ago

Private Client Advisor - Equity Potential

at FS Recruitment Solutions
Be an early applicant

This is a Full time job

Adelaide SA(Hybrid)
$120,000 – $160,000 plus super per year
Private Client Advisor role in CBD. Inherit HNW clients, whist also working with referral partners for new business. Growth-focused team.
Private Client Advisor role in CBD. Inherit HNW clients, whist also working with referral partners for new business. Growth-focused team.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
20d ago
20d ago
Listed three days ago

Senior Financial Adviser

at First Financial

This is a Full time job

Melbourne VIC(Hybrid)
If you’re a motivated Senior Adviser ready to join a firm that values quality advice, strong relationships, and growth, we’d love to hear from you.
If you’re a motivated Senior Adviser ready to join a firm that values quality advice, strong relationships, and growth, we’d love to hear from you.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
3d ago
3d ago
Listed seven days ago

Financial Advisor - Private clients

at FS Recruitment Solutions

This is a Full time job

Adelaide SA(Hybrid)
$120,000 – $160,000 plus super per year
Advise an established HNW client base in a respected private client business offering flexibility, progression and long-term equity potential.
Advise an established HNW client base in a respected private client business offering flexibility, progression and long-term equity potential.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
7d ago
7d ago
Listed twenty four days ago

Client Service Manager

at Profusion PAC Pty Ltd
Expiring soon

This is a Full time job

Sydney NSW
$80,000 - $120,000 plus super plus bonus
  • Attractive Salary
  • Long term development opportunities
  • Boutique high performing team
  • Attractive Salary
  • Long term development opportunities
  • Boutique high performing team
Join a boutique practice servicing a sophisticated client base including wholesale families and high net worth individuals.
Join a boutique practice servicing a sophisticated client base including wholesale families and high net worth individuals.
Recruited byShauna Callaghan
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
24d ago
24d ago
Listed thirteen days ago

Client Services Officer

at Adrians Private Wealth

This is a Full time job

Warwick, Toowoomba & Darling Downs QLD
This is a unique role locally and we’re able to provide training so you can take ownership of your new position!
This is a unique role locally and we’re able to provide training so you can take ownership of your new position!
subClassification: Client & Sales AdministrationClient & Sales Administration
classification: Administration & Office Support(Administration & Office Support)
13d ago
13d ago
Listed thirteen days ago

Financial Advisor

at NOBLE ROCK PARTNERS PTY LTD

This is a Full time job

Melbourne VIC
$140,000 – $160,000 per year
  • Supportive Melbourne-based wealth management team with hybrid flexibility
  • Work with high-net-worth clients & diversified investment portfolios
  • Competitive salary, professional growth & performance-based incentives
  • Supportive Melbourne-based wealth management team with hybrid flexibility
  • Work with high-net-worth clients & diversified investment portfolios
  • Competitive salary, professional growth & performance-based incentives
Licensed Financial Advisor role in Melbourne advising HNW clients across investments, wealth planning & portfolio management.
Licensed Financial Advisor role in Melbourne advising HNW clients across investments, wealth planning & portfolio management.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
13d ago
13d ago
Listed six days ago

Senior Client Services Officer/Associate

at Bentley Recruitment

This is a Full time job

Brisbane QLD
Up to $130,000 package
  • Exposure to complex HNW and UHNW clients/advice
  • Collaborative and professional team environment
  • Above market remuneration on offer
  • Exposure to complex HNW and UHNW clients/advice
  • Collaborative and professional team environment
  • Above market remuneration on offer
Senior support role assisting a Director with HNW clients, advice implementation, workflow management and client service delivery.
Senior support role assisting a Director with HNW clients, advice implementation, workflow management and client service delivery.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
6d ago
6d ago
Listed eleven days ago

Associate, Perpetual Wealth Management

at Perpetual Services Pty Limited

This is a Full time job

Sydney NSW(Hybrid)
  • More Time Off for What Matters: Enjoy up to 6 weeks of leave
  • Hybrid office/work-from-home environment
  • Develop your career with our high-performing financial planning team
  • More Time Off for What Matters: Enjoy up to 6 weeks of leave
  • Hybrid office/work-from-home environment
  • Develop your career with our high-performing financial planning team
Join the Perpetual Private team supporting in the delivery of professional and high-quality financial planning services.
Join the Perpetual Private team supporting in the delivery of professional and high-quality financial planning services.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
11d ago
11d ago
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