Multiple roles in Wealth - Sydney, New South Wales

Our team provides advice and assurance in relation to client activities spanning control readiness, control remediation, · and reporting on the robustness of controls to Board Audit Committees and external stakeholders including customers · and regulators. As specialists on risk ...

This role sits within the Commonwealth Private Wealth team, leading the Private Wealth Distribution function. · You'll work closely with Investment Research, Advice Platform Operations and Private Banking teams to deliver a truly integrated wealth experience. · Reporting to Gener ...

We are currently partnering with a global management consultancy exclusively focused on the asset and wealth management industry. · Due to continued growth our client seeking an experienced consultant with banking, asset or wealth management expertise to lead high-impact client e ...

We're looking for a proactive and detail-oriented individual to join our client's dynamic team as a Wealth Associate. · ...

+Job summaryA high-performing Australian funds management business is seeking a Business Development Manager to join its established distribution team, driving continued momentum across wholesale and wealth channels. · +Responsibilities · ...

+ · LGT Wealth Management was formed around a clear and uncompromising vision to bring global best practice in building institutional quality investment portfolios to Australian clients. · In 2022 we became a part of the LGT Group, who shared our entrepreneurial spirit, long-term ...

A leading financial services group is seeking an experienced Sales Director to join its platform distribution team focused on accelerating growth through Australia's adviser and intermediary network. · ...

Join a Leading Wealth Management Firm as a Private Wealth Advisor We are currently partnering with a highly respected Wealth Management firm that is actively seeking experienced Advisors to join their growing Private Wealth Advisory Network This full-time performance-driven role ...

We are seeking an experienced Paraplanner to join our Sydney CBD head office and play a critical role in supporting our Private Wealth advisers across a sophisticated and diverse client base. · This is a technically focused paraplanning role within a true private wealth environme ...

+Job summary · Support a broad range of initiatives spanning digital uplift, regulatory change, payments workflows, and process optimisation. · +ResponsibilitiesEngage business stakeholders to understand needs and translate them into clear functional requirements. · Map existing ...

We are looking for a Solution Architect to shape and deliver technology solutions across a market-leading wealth management platform. · Designing and delivering technology solutions aligned to agreed architecture standards · Leading detailed solution and technical design across ...

Join a High-Growth Private Wealth Firm Backed by an Entrepreneurial CultureOur client is a respected and fast-growing Private Wealth business seeking experienced Advisors ready to take the next step in their career. · If you're seeking greater autonomy, stronger commercial reward ...

We're searching for high-performing Advisors who can bring an existing book of business with $30M+ in FUM. · ...

A leading financial services group is seeking an experienced Sales Director to join its platform distribution team, · Responsibilitiesexpanding platform adoption and deepening relationships across:Financial advisers and advisory practices Dealer groups and licensee networks Priva ...

A leading boutique investment manager is seeking an experienced Distribution Manager to drive FUM growth across NSW. · Own and drive the NSW distribution pipeline, converting relationships into measurable fundraising outcomes · Lead the NSW distribution strategy with a senior, re ...

We are seeking a client focused and proactive Strategic Paraplanner to join our national paraplanning team in Sydney.This role offers exposure to high-net-worth strategies, complex client scenarios and set yourself up for a future as a Private Wealth Adviser through our Professio ...

This role is designed for someone who wants to build something credible, durable and institutional. The ideal candidate will be able to grow a wealth platform without promising returns. · ​Design and own the growth roadmap for a wealth-oriented crypto platform. · ...

We pride ourselves on empowering financial advisers to efficiently manage the wealth of people in Australia. · ...

Rivkin Private Wealth is a boutique family office specialising in diversified financial solutions. This is a full-time on-site role based in Sydney for a Business Development Associate. · ...

Create your best future and join Westpac as a Senior Manager – BCM Strategic Alliances, Private Wealth. · This is a full-time position based in Sydney, with flexible working arrangements available. You'll provide expert guidance to ensure our systems, processes and people operate ...