41 Wealth Management Jobs in Sydney, Australia

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• At Netwealth, we're investing in a dedicated Broking & Wealth Management channel, bringing together the strength of our established platfor…
• We're looking for someone who: Has 3+ years experience in financial services, platform support, relationship management, client service or…

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• About the Opportunity We are looking for a dedicated and proactive VIP Relationship Manager to join our Australian Strategic Markets…
• As a VIP Relationship Manager, you will play a key role in expanding our base of VIP clients in Australia.

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• The Investor Services Manager (AVP) is responsible for leading and managing the Investor Services team within the Transfer Agency function.
• The team is responsible for processing daily transactions received from investors as well as distributions, completing Anti-Money Launderin…

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• This is a senior opportunity to help shape and grow a developing team supporting multinational clients across Asia and Pacific.
• You will lead complex client relationships, provide strategic guidance on employee health and benefits, and contribute to the direction of…

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• You will manage a portfolio of 40–70 estates, build trusted relationships with beneficiaries and collaborate with specialist teams to deliv…
• Partner with legal, taxation, property and professional services specialists to achieve quality outcomes.

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• Preqin plays a critical role in transforming private markets data and technology for clients globally, complementing the Aladdin platform t…
• This role offers the opportunity to make an immediate impact, build a strong and sustainable pipeline, and develop a successful…

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• Partner with the Preqin Client Engagement team to deliver a seamless, coordinated client experience across onboarding, adoption, and renewa…
• In partnership with Client Engagement, you’ll help drive adoption, mitigate friction, and ensure clients realize the full strategic value o…

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• Your responsibilities will be to: Client & Relationship Management Adviser Communications: Serving as a primary point of contact for extern…
• The Opportunity: As an Associate/Senior Associate on our Client Solutions team, you will assist in providing support to Hamilton Lane’s…

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• Work closely with advisers to develop tailored superannuation, retirement and wealth accumulation strategies for members.
• Utilise Xplan, including XTOOLS+ and WealthSolver, to model strategies and prepare advice recommendations.

Role highlights

• Partner with the Preqin Client Engagement team to deliver a seamless, coordinated client experience across onboarding, adoption, and renewa…
• In partnership with Client Engagement, you’ll help drive adoption, mitigate friction, and ensure clients realize the full strategic value o…

Role highlights

• As a Senior Manager in our Sydney Private Tax & Advisory team, you will have the opportunity to shape and…
• You are an experienced tax professional with a passion for managing and developing talent within the team, and you will…

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• Collaborating with management, product owners and colleagues locally and globally to drove the best outcomes for all stakeholders.
• Driving professional and career development of each team member, equipping team members to build client relationships and product expertise…

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• Working with a portfolio of leading corporate clients, you'll become their trusted partner, helping deliver successful Employee Share Plans…

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• Progress your career through structured pathways from Investor Services to Senior Adviser Services roles.
• Are you ready to be part of an organisation that values expertise, passion and diversity?

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• Team Leader – Intra fund Financial Advice Mercer Financial Advice provides simple advice via phone to Super Fund Members, and…
• Proactively maintaining and enhancing the profile of Mercer Financial Advice internally within Mercer and externally within the industry to…

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• Terms, portfolio and liquidity management mechanics In-depth working knowledge of the Australian wealth management industry, client channel…
• Job title: Global Product Strategy - Vice President / Principal Global Product Strategy: Global Product Strategy is focused on designing…

Role highlights

• 5–7+ years’ experience in financial advisory or wealth management, including managing high-net-worth portfolios.
• Demonstrated track record advising high-net-worth individuals and delivering bespoke wealth strategies.

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• Our team is seeking extraordinary individuals with deep expertise to support our continued expansion in the financial services industry and…
• We continuously strive to be trusted advisors for financial sector leaders, supporting them on their most critical and complex problems…

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• Strong financial acumen for pricing, margin optimization and risk management, including experience shaping commercial models that balance c…
• Exceptional relationship building and mentorship skills, combining sector expertise with strong client engagement and stakeholder managemen…

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• Join our Wealth Implementation team!
• Since 1987, we’ve become a leading Australasian provider of integrated accounting, advisory, and wealth solutions, delivered through our “W…

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• Typical client discussions include: Performance measurement and benchmarking Portfolio construction, asset allocation and exposure analysis…
• Strong understanding of private equity, private credit, infrastructure and/or real assets, including fund structures, portfolio monitoring,…

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• Or a Senior Investment Manager / Associate Activation Director ready for a step up, in this role, you'll be empowered…
• Lead media investment and activation activity across a portfolio of clients, ensuring campaigns deliver against business objectives, buying…

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• Provide subject matter expertise on interest rate derivatives to internal Relationship Managers and Product Offices while building trust th…
• Your daily activities will involve promoting sophisticated hedging solutions to a diverse client base while acquiring new customers through…

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• Key Responsibilities Client Service Is a key team member working on financial restructuring and insolvency engagements on a day-to-day basi…
• Our full range of advisory services includes strategic communications, investor relations, financial transactions and restructuring, manage…

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• What you’ll do Undertake coverage role for FSG clients, engaging strategic discussions with senior stakeholders Drive selected client relat…
• Ideally, experienced in capital markets or financial markets Hands-on experience in the sector as a senior originator in all aspects…