Wealth Advisory Associate For Hnw Clients - Melbourne - Perpetual Limited

25/2/26 · $ Super · Melbourne · Banking & Financial Services · Woods & Co Recruitment have partnered with a leading private wealth firm seeking a Client Service Manager to lead and elevate a client service team, providing unparalleled support to HNW and UHNW clients. This is a ra ...

We are seeking a CA-qualified Taxation & Accounting Senior Manager to support our High-Net-Worth (HNW) Private Client Advisory team on a part-time basis. Based in Melbourne this role offers genuine flexibility and hybrid working arrangements. · Support the HNW Private Client Advi ...

Manage onboarding of new clients including account openings documentation Oversee day-to-day portfolio administration maintain accurate client records Liaise daily with clients internal teams external providers to resolve queries deliver seamless service Provide proactive client ...

Wealth Admin Client onboarding · Manage onboarding of new clients, including account openings and documentation. · Oversee day-to-day portfolio administration and maintain accurate client records. · Provide support to investment advisors in coordination of administration. · ...

The role sits within client facing advisory team and role requires delivering high‑quality financial support to advisors, and client service. The role blends analysis, client support, and administrative functions to help manage and grow client wealth. · Liaise daily with clients. ...

We are seeking an experienced Manager in public practice for various opportunities across Melbourne-based mid-tier and boutique firms. The roles involve taking ownership of client portfolios, leading junior staff, managing workflow, and providing professional development opportun ...

We are seeking a CA-qualified Taxation & Accounting Senior Manager to support our High-Net-Worth (HNW) Private Client Advisory team on a part-time basis (2 days per week). ...

Join a progressive boutique practice in Melbourne advising entrepreneurs on complex tax and structuring matters. · ...

We are seeking a motivated Junior Accountant to join our dynamic team. This role offers exposure to high-profile clients and structured training. · ...

Client onboarding Associate supports the investment team with account openings and day-to-day portfolio administration. · Minimum 2+ years experience in wealth management or a client-facing financial services role · ...

As a CFA-qualified Investment Analyst you will play a critical role in shaping the firm's overall investment strategy through comprehensive research portfolio management and client engagement. · ...

+I am looking for a motivated Junior Financial Adviser to join a growing practice in Melbourne. The unique highlight of this role is the opportunity to inherit and manage an existing book of clients. · +Take ownership of an inherited client book, conducting regular reviews and ma ...

This is a great opportunity to join a top-tier Property Law team in Melbourne with an outstanding reputation. · Differentiating themselves from other top-tier Property Law teams that primarily function to support their Corporate practices and only service a small number of instit ...

The Business One of the larger players in the private wealth industry this group has a sparkling reputation and has a well-resourced and deep client offering Clients sit in the HNW and UNW category mostly the investment advice is wholesale This new client services role sits withi ...

The role involves managing onboarding of new clients, overseeing portfolio administration and providing support to investment advisors. · ...

This is an opportunity to join a top-tier Property Law team in Melbourne with an outstanding reputation. · As part of the team you will be involved in landmark developments and urban regeneration projects of public spaces around Australia, · major hotels and resorts, · $Bn+ hospi ...

Manager opportunities across Melbourne-based mid-tier and boutique firms. · ...

We are recruiting a university graduate to join our team as an analytical and hard-working Paraplanner. · ...

Create your best future and join Westpac as a Private Executive to manage and grow a portfolio of high-net-worth clients with bespoke banking solutions. · ...

Create your best future and join Westpac as a Private Executive. · As a Private Executive within Westpac Private Bank based in Melbourne, you'll be entrusted with managing and growing a portfolio of high-net-worth clients.This is a relationship-first role where you'll deliver bes ...

We are looking for an Adviser Support to join our team in Melbourne. In this role you will work with Australia's most successful families, corporates and for-purpose organisations to help protect and grow their wealth. · In the role of Adviser Support you will strengthen client r ...