Job title: Private Wealth Management, Wealth Management Professional, Melbourne

Description

Job Title: Financial Services Professional

Wealth management is a rapidly evolving field that empowers clients to reach their long-term financial objectives.

About the Role:

The successful candidate will be responsible for serving as a liaison between clients and the team, providing proactive support and expertise in wealth management strategies.

• Analyzing client portfolios and assisting with aspects of managing client relationships
• Driving compliance requirements and controlling related functions
• Assisting with asset transfers, cash management, foreign exchange transactions, currency hedging, and money markets trades

About Our Company:

We are a leading global investment firm that provides comprehensive wealth management services to our clients worldwide.

• Maintaining offices globally

Requirements: