Listed eleven days ago
This is a Full time job
AUD 75000 - 90000 per annum
- Immediate start
- Perm opportunity
- competitive annual salary
Client Services Officer / Client Services Manager (Wealth Management)
11d ago
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229 jobs
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Listed fifteen days ago
This is a Full time job
You will support Senior Private Wealth Advisers
15d ago•Expiring
Listed nine days ago
This is a Full time job
- Experience: Wealth management or financial planning client services background
- Tech Skills: Hands-on experience with major wealth administration platforms
- On-site: Full-time, five days per week in Manly office
Our client, a growing boutique private wealth firm in Manly, is seeking an experienced Private Wealth Associate to join their advisory team in support
9d ago
Listed twenty five days ago
This is a Full time job
Melbourne VIC(Remote)
$180,000 – $220,000 per year
- 100% remote - work anywhere in Australia
- Ownership and autonomy of function with high degree of influence
- High-growth environment
Lead financial strategy and operations for a rapidly growing property investment advisory firm.
25d ago•Expiring
Listed eleven hours ago
This is a Full time job
- Lead complex advice implementation and client servicing
- Mentor and lead a junior client services team
- Permanent, full-time opportunity in Canberra
Join Lawrance Private Wealth as a Senior Client Services Officer, mentoring staff and delivering exceptional wealth management client service.
11h ago
Listed four days ago
This is a Full time job
Melbourne VIC(Hybrid)
Drive HNW client growth in a premium banking environment. Build relationships, deliver tailored wealth solutions, and accelerate your career.
4d ago
Listed fifteen hours ago
This is a Full time job
- Looking to take your career in financial advice to the next level?
- Work directly with UHNW clients across all aspects of financial advice/planning
- Great culture, great clients and clear pathway to Advisor
Fantastic opportunity or an experienced Associate Advisor to join an award winning Wealth Advisory division
15h ago
Listed seventeen days ago
Immediate start
This is a Full time job
Sydney NSW(Remote)
$160,000 + Super + Bonus
- Established $600K recurring revenue – no need to bring your own clients.
- Genuine pathway to purchase up to 49% equity at $1M recurring revenue.
- $160K + super | Multiple referral channels | Build a business, not just a job.
Build a wealth business you can own. Start with $600K in recurring revenue, grow through established referral channels and unlock the opportunity.
17d ago
Listed twenty three days ago
This is a Full time job
Sydney NSW(Hybrid)
- Hybrid working (fully remote available if needed)
- Competitive Salary - market leading commission / bonus structure
- Positive & supportive atmosphere with highly regarded industry leaders
Are you an established Financial Adviser with a strong client following and a proven track record of managing retail or W/sale clients?
23d ago•Expiring
Listed fifteen hours ago
Be an early applicant
This is a Full time job
Sydney NSW(Hybrid)
- Looking to take your career in financial advice to the next level?
- Be mentored by some of Australia’s top financial advisors
- Great culture, great clients and clear pathway to Advisor
Join a growing and collaborative Wealth Advisory division as an Assistant Advisor. Focussed and supported learning and pathway to Advisor!
15h ago
Listed one day ago
This is a Full time job
$170K to $215K plus superannuation plus bonus
- Sophisticated HNW, family office and family business clients
- Established Brisbane team with decades of market goodwill
- A genuine pathway to equity
Lead an established succession and private client practice, shape its future and progress towards equity.
1d ago
Listed twelve days ago
This is a Full time job
Brisbane QLD(Hybrid)
Competitive Remuneration + Performance Incentive
Manage and grow a sophisticated HNW client portfolio, delivering bespoke private banking, lending and wealth solutions within a market-leading team.
12d ago
Listed twenty nine days ago
This is a Full time job
$135,000 – $200,000 per year
Manager / Senior Manager – Investor Relations to expand investor network and support capital raising for commercial property investments.
29d ago•Expiring
Listed seventeen days ago
This is a Full time job
Melbourne VIC(Hybrid)
- Growing and dynamic wealth management firm
- inherit an existing portfolio of HNW/UHNW clients
- Strategic role with pathway to equity
Join a growing private wealth firm, inherit quality clients and play a key role in future growth.
Recruited byRiley Thompson
17d ago
Listed fourteen days ago
This is a Full time job
Brisbane QLD(Hybrid)
- Full Time | 37.5hours / week | Brisbane CBD
- Mentorship from Private Client Advisors | Study Assistance - eg through Kaplan
- Workplace Benefits through FLARE and our Employee Assistance Program
Join the team at PSK and work closely with Advisers and clients to assist in research, development of strategies and portfolio selection.
14d ago
Listed three days ago
This is a Full time job
Sutherland, Sydney NSW(Hybrid)
- A growing advice business | National footprint | Centrally located in Sutherland
- FLARE Employee Discounts | Employee Assistance Program | Paid Parental Leave
- Hybrid - Work From Home Options
Drive outstanding client outcomes through adviser support, relationship management, and financial planning administration.
3d ago
Listed twenty one days ago
This is a Contract/Temp job
Circa $525-550 per day + super
- Tier 1 Global Wealth Management advisory firm
- $130-140k + super equivalent rate
- Long term temp to perm opportunity
Lead & develop a team of 10 wealth management adviser assistants. Contract role, Sydney. Competitive rates & professional growth.
21d ago
Listed two days ago
This is a Full time job
$100,000 – $120,000 per year
- Work directly with an entrepreneurial founder on real investment decisions
- Variety across trusts, SMSF, property and tax - no two days the same
- Backed by Vuly's Finance team and external advisers - never on your own
Not another corporate finance job. One founder, one family office, and a seat close to the decisions that matter.
2d ago
Listed one day ago
This is a Full time job
Up to $115
- A clear pathway into private wealth and advice
- A highly regarded name in Australian wealth management
- $85,000 to $115,000 package, plus a discretionary bonus
Write complex SOAs for high net worth clients and work alongside advisers at a respected private wealth firm in Sydney.
1d ago
Listed twenty five days ago
This is a Full time job
Sydney NSW(Remote)
$120,000 – $160,000 per year
Maven Partners is working with a growing mid tier firm seeking a Private Tax Advisory Manager to join its team.
25d ago•Expiring
Listed twenty four days ago
This is a Full time job
$120,000 – $140,000 per year + Super
- Lead high-performing teams and drive operational excellence
- Award-winning workplace culture with genuine leadership opportunities
- Join a growing wealth management group with future equity potential
Lead high-performing teams, drive operational excellence and make your mark within a growing wealth management group. Future equity potential!
24d ago•Expiring
Listed ten hours ago
This is a Full time job
- Ongoing industry training / mentoring
- Active Client Management
- Investment Management
SPM holds its own AFSL Licence. You will be dealing with the wealth management of private families.
10h ago
Listed eleven hours ago
This is a Full time job
Join Ord Minnett as a seasoned Strategic Paraplanner - exceptional career pathways available!
11h ago
Listed one day ago
This is a Full time job
Canberra ACT(Hybrid)
Join Lawrance Private Wealth as Office Manager, overseeing operations, HR, projects and marketing in a flexible, hands-on role.
1d ago
Listed ten days ago
This is a Full time job
Sydney NSW(Remote)
- Asset consulting
- Investment research
- Financial planning firms
Shape client portfolios with a fast-growing asset consulting firm.
10d ago
Listed twenty two days ago
This is a Full time job
Currumbin, Gold Coast QLD(Hybrid)
$90,000 – $100,000 per year
- Real responsibility and visibility across a growing business
- Work from home one day per week after probation
- A pathway into an Associate Adviser role if that's where you want to go
Client Services Manager / Associate Adviser managing client files, reviews and adviser support.
22d ago
Listed four days ago
This is a Full time job
East Melbourne, Melbourne VIC(Hybrid)
- Boutique Wealth Mgt. Practice - East Melb. - 2027 start date
- Support 2 Partners, Coordinate all client focused activity
- Hybrid working model - ideally FT but will consider PT (0.8/0.6)
Authenticity is the standout quality of est. boutique pvte. wealth mgt firm, East Melb -hybrid model. Inclusive culture, Client Svc focus. 2027 start
Recruited bySusie Rogers
4d ago
Listed two days ago
This is a Full time job
$120,000 – $140,000 per year
Step away from traditional public practice and join an established boutique wealth management firm, leading a small tax and accounting team
2d ago
Listed three days ago
This is a Full time job
$180,000 – $200,000 per year
- Convenient location near public transport, with some WFH available
- Growing business
- Make a difference – support positive living for over-55s
Lead financial integrity, controls and continuous improvement across a growing property development group.
3d ago
Listed eight days ago
This is a Full time job
Parramatta, Sydney NSW(Hybrid)
$154,231 – $178,369 per year
Senior Manager, Estate Management at NSW Trustee and Guardian, you’ll lead teams delivering customer-centred financial management services
8d ago•Expiring
Listed ten days ago
This is a Full time job
Brisbane QLD(Hybrid)
- Build your career with a Top 100 Global Inspiring Workplace
- Support advisers and deliver exceptional client experiences
- Hybrid work, wellbeing benefits and development opportunities
Join our Brisbane Financial Advice team as a Client Services Officer, building strong client relationships with great career development.
10d ago
Listed eighteen days ago
This is a Contract/Temp job
$380- $425 per day + super
- 3 + years equity client services, adviser assistant style backgrounds required
- 12m intial contract with very likely extension
- Leading global firm
Seeking an experienced equity markets focussed Client Service Manager in Melbourne for an initial 12 month contract with view to extend
18d ago
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