- Bachelor's degree in Finance or related field
- At least 5 to 10 years' of direct HNW equity markets private client advisory experience
- Strong ethical alignment to generate revenue and deliver superior outcome for your clients
- Excellent communication and interpersonal skills
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Client Adviser
4 days ago
Victorian Managed Insurance Authority Melbourne, AustraliaLocation: Melbourne | CBD · Job type: Full time · Organisation: Victorian Managed Insurance Authority · **Salary**: Salary not specified · Occupation: Insurance and Superannuation · Reference: VG/VMIA/RS/1715819 · We are looking for a customer-focused insurance professional to pr ...
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Client Adviser
4 days ago
Victorian Managed Insurance Authority Melbourne City Centre, Australia12 Months Fixed Term · Hybrid working, Melbourne based. · About VMIA · Victorian Managed Insurance Authority (VMIA) is the Victorian Government's insurer and risk adviser, covering the people and projects that help Victorians thrive. We're an agency in the Department of Treasury ...
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Client Adviser
2 weeks ago
Victorian Managed Insurance Authority Melbourne, AustraliaLocation: Melbourne | CBD · Job type: Full time / 6 Months · Organisation: Victorian Managed Insurance Authority · **Salary**: Salary not specified · Occupation: Insurance and Superannuation · Reference: VG/VMIA/RS/1771174 · Your role as a Client Adviser is to provide accurate an ...
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Client Adviser
2 weeks ago
Victorian Managed Insurance Authority Melbourne City Centre, AustraliaClient Adviser6 Months Fixed TermHybrid working, Melbourne-based. About VMIAVictorian Managed Insurance Authority (VMIA) is the Victorian Government's insurer and risk adviser, covering the people and projects that help Victorians thrive. We're an agency in the Department of Trea ...
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Principal Client Adviser
16 hours ago
Invisible Partners Melbourne, AustraliaDo you LOVE a deep dive into digital data? (say that alliteration really fast after 2 pints) · - Do you get goosebumps when you centre in on the nugget of truth that you know will impact online customer behaviour? · - Do you love presenting and engaging with senior stakeholders? ...
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Client Capability Adviser
3 days ago
Victorian Managed Insurance Authority Melbourne City Centre, AustraliaParental Leave Cover (max term 12 months) · About VMIA · Victorian Managed Insurance Authority (VMIA) is the Victorian Government's insurer and risk adviser, covering the people and projects that help Victorians thrive. We're an agency in the Department of Treasury and Finance po ...
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Client Reduction Adviser
1 week ago
Victorian Managed Insurance Authority Melbourne, AustraliaLocation: Melbourne | CBD · Job type: Part time · Organisation: Victorian Managed Insurance Authority · **Salary**: Salary not specified · Occupation: Insurance and Superannuation · Reference: VG/VMIA/RS/1793401 · Your role is to deliver claims reduction services and advice to ou ...
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Client Reduction Adviser
1 week ago
Victorian Managed Insurance Authority Melbourne City Centre, AustraliaPublic health services and patient safety · - Part-Time 0.6 FTE/3 days a week · - 12 Months Fixed Term · - Hybrid Working · - Convenient location based in Melbourne CBD · Your role · Your role is to deliver claims reduction services and advice to our clients, contributing to VMIA ...
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Client Service Officer
6 days ago
IAS RECRUITMENT Melbourne, AustraliaCareer progression in Financial Services · - $70K - $80K (incl super) + bonus · - Supportive team environment · **About the company** · Are you looking for a dynamic career opportunity in the financial industry? Do you aspire to become a Financial Adviser/Paraplanner in the long ...
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Associate
4 days ago
LGT Crestone Wealth Management Greater Adelaide SA, AustraliaMin Experience- 2 yearsYour team · - A part of the client facing Advisory team including the National Associate Manager, Investment Advisers and Associates. · - Working as part of the broader organisation of employees including: · - Support roles including Office Manager, Front o ...
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Montgomery Melbourne, Australia2-4 years' PAE · - Challenging and rewarding work · - Quality development and progression opportunities · We represent a leading national law firm with a reputation for their excellent culture and top-tier quality personnel. They advise across the complete range of legal services ...
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Associate Adviser Melbourne
5 days ago
RIVA Recruitment Melbourne, AustraliaClearly articulated professional development plan · - Be mentored by industry leading financial advisers · - Service complex HNW professional clients · - Clearly articulated professional development plan · - Be mentored by industry leading financial advisers · - Service complex H ...
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Client Service Officer
1 week ago
IAS RECRUITMENT Melbourne, AustraliaCareer growth & development in Financial Planning · - $70K - $80K (incl super) + bonus · - Supportive team environment · **About the company** · Our client is a renowned Australian company providing superior products and services that support many Australians daily. Currently exp ...
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Associate - Employment - Melbourne
5 days ago
Montgomery Melbourne, Australia2-4 years' PAE · - Challenging and exciting work · - Quality development and progression opportunities · We represent one of Australia's most pre-eminent national law firms, who is looking for an associate to join their Melbourne employment team. · **Employment** · The Employment ...
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Client Development Manager
1 week ago
AIA Group Ltd Melbourne, AustraliaClient Development Manager · BE THE DIFFERENCE · At AIA we don't simply believe in being 'the best'. We believe in better - because there's no limit to how far 'better' can take us. Everything we do is driven by our purpose to make a difference by helping people embrace Healthier ...
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Adviser Assistant
2 weeks ago
Five Recruitment Melbourne, AustraliaHeart of the CBD, with WFH options · - Fantastic culture, dynamic organisation · - Career development opportunity · Our client is a national firm, which provides private wealth advice services to high net worth and ultra high net worth families. With a great brand name, and leadi ...
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Stockbroking - Dealers Assistant
1 week ago
Anton Murray Consulting Melbourne, AustraliaMelbourne- Wealth Management- PermanentOur client is a global financial institution seeking a Dealers Assistant to join their Wealth Management/Stockbroking Department servicing their HNW Clients in their Melbourne Office. · The role will be directly supporting private client adv ...
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Advisers Assistant
1 week ago
Ambition Group Melbourne, Australia**The Company** · Growing Wealth Management firm seeks who offer an excellent work / life balance, respectful culture and first-class training currently seeks a talented Advisers Assistant due to the recent onboarding of a new adviser team. · **The Role** · - Provide support to 1 ...
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Financial Adviser
1 week ago
Advice2Talent Melbourne, AustraliaImmediate Start · - Tech Savvy · - Immediate Start · - Digital, Tech Financial Advisory Practice · - Substantial growth in the last 18 months · - Contemporary Advisory offering - all meetings held on zoom · - No sales · - Must have FASEA · Have you ever thought what the future of ...
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Dealer's Assistant
5 days ago
Fortrend Securities Melbourne, Australia**About the company** · Fortrend helps Australians diversify into sectors of the economy not available on the ASX. The objective is to reduce risk and improve long term returns with high conviction advice. We offer U.S. domiciled stockbroking accounts. · With a clear business gro ...
HNW Client Adviser - Melbourne, Australia - Anton Murray Consulting
Description
Melbourne, Sydney
Wealth Management
Permanent
Our client is a leading Australian boutique stockbroking firm with a unique focused approach, fostering extraordinary outcomes for both clients and stakeholders. Our client has a long-standing prominent profile in building strong corporate relationships especially with small and mid-cap Australian companies, across the mining and industrial sectors.
This is an exceptional opportunity for a well-established HNW Private Client Advisor to connect their clients with priority equity capital market access, and be paid a high commission on equity flow revenue. This position is based in their Sydney or Melbourne offices, alongside the ECM and Advisory team, to connect private clients with exclusive equity markets deal-flow.
Our client is seeking to hire motivated, ethically-sound HNW Private Client Equity Advisors to join a well-established team of equity markets advisory, execution and corporate finance professionals, to grow their network. Alongside existing client relationships, you will also be a highly dedicated and accomplished Equities Dealer with expertise in value-add client service and considerable experience dealing in Australian equities. You will have strong relationships with niche groups of High Net Worth Individual clients and be capable of working with a team of competent professionals.
Proven experience in building private client relationships within a specific professional or regional network in Sydney or Melbourne would be ideal. A proven track record of managing client money within a financial advisory capacity is preferred, and our client will pay a premium for existing relationships and revenue that can quickly transition with you to join the firm.
Qualifications