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Finance & Accounting
› Wealth Advisory
Wealth Advisory
4,099 open positions
Vision Super Finance & Investments Graduate Program
Career Success Australia
Melbourne, Victoria
1mo
Support institutional investment and superannuation teams with research, analysis, and portfolio monitoring.
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Asset & Wealth Management, Private Wealth Advisor, Vice President, Melbourne/Sydney
Goldman Sachs
Melbourne, Victoria
1mo
Trusted advisor delivering comprehensive wealth management plans, investment strategies, and holistic financial advice to high net worth individuals, families, and select institutions.
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Financial Planner – Client Portfolio Management - Sunshine Coast – Boutique Firm – 120K-140K
Cdmguru
Sunshine Coast, Queensland
120k–140k
1mo
Lead new client meetings and review sessions, developing strategies and tailored recommendations for a growing client portfolio.
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Financial Adviser
Marsh McLennan
Brisbane, Queensland
1mo
Develop comprehensive financial plans and provide personalized advice on investments, retirement, tax, and estate planning for high-net-worth clients.
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Private Client Services Associate Attorney
Percy Towers
Palm Beach, New South Wales
$195k
1mo
Architecting and executing comprehensive estate plans, asset protection strategies, and wealth transfer vehicles for high-net-worth individuals, family offices, and business owners.
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Wealth Management - ScotiaMcLeod Internship/Co-op (Victoria, BC)- Winter 2027
Scotiabank
Victoria, Victoria
1mo
Support Advisors in a full-service wealth management firm by processing client requests, maintaining account data, and assisting with business development and prospecting.
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State Lead, Private Wealth WA
UniSuper
Perth, Western Australia
1mo
Lead the Western Australia Professional Wealth Management function to deliver high-quality fee-for-service advice and achieve state-based service, revenue, and member outcomes.
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Analyst/Associate, APAC Relationship Management
Ares Operations
Sydney, New South Wales
1mo
Support investor relationship management and client servicing activities for institutional investors in Australia.
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Advice Manager
Marsh McLennan
Sydney, New South Wales
1mo
Shape and deliver Mercer Super's advice proposition across intrafund and retail advice, supporting strategy, service experience, governance, and adviser engagement to improve member outcomes.
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Financial Adviser
MUFG Pension & Market Services
Docklands, Victoria
1mo
Deliver high-quality, compliant intra-fund and retirement advice to superannuation fund members via telephone.
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Private Client Adviser
Equity Trustees
Adelaide, South Australia
1mo
Guide beneficiaries and clients through estate administration and significant life transitions, delivering holistic wealth management and strategic advice.
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Head of Distribution - Funds Management
RIVA Recruitment
Sydney, New South Wales
1mo
Lead capital raising and investor relationship activities for a private credit firm, driving net new fund inflows from HNW investors, wealth managers, and family offices.
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Pursuit Manager, Investments
Marsh McLennan
Sydney, New South Wales
1mo
Lead end-to-end pursuit strategy and delivery for key investment opportunities, focusing on clear messaging and efficient processes to improve win rates.
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Luxury Client Advisor - Senior
Employee Matters
Sydney, New South Wales
1mo
Senior Luxury Client Advisor managing complex High-Net-Worth client portfolios and coaching junior team members at a new flagship boutique.
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Associate Adviser
Rsm
Perth, Western Australia
1mo
Provide one-on-one support to Senior Financial Advisers, research and prepare recommendations for complex financial planning strategies, investment advice, and personal insurance advice, and deliver technical support within a changing legislative landscape.
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Senior Financial Advisor
Marsh McLennan
Melbourne, Victoria
1mo
Develop and implement comprehensive financial plans for high-net-worth clients, advising on investments, retirement, tax, estate planning, and insurance.
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Aspiring Financial Adviser – Gold Coast/Hybrid – Growing Wealth Management Firm – 9 Day Fortnight + Career Pathway
Cdmguru
Remote
1mo
Support Advisers in managing client relationships and delivering holistic financial advice across wealth creation, superannuation, retirement planning, insurance, investments, and estate planning.
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Contributor Relations Manager, Pacific Sell-Side
Osttra
Sydney, New South Wales
1mo
Manage relationships with third-party research providers (investment banks and independent firms) in Australia and New Zealand to drive adoption of S&P Global's Visible Alpha consensus data.
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Client Services Administrator- Private Wealth
Vivere Recruitment Group
Sydney, New South Wales
1mo
Support Senior Financial Advisers in delivering advice and ongoing service to Private Wealth clients.
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Senior Investment Strategist
IFM Investors
Melbourne, Victoria
1mo
Lead the development and application of client, competitor, and market intelligence frameworks to translate intelligence into actionable insights for client engagement and product strategy.
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Expression of Interest: Adviser Assistant / Wealth Management Associate
Waratah Recruitment Partners
Sydney, New South Wales
1mo
Support Investment Advisers by collecting and analyzing financial data, maintaining client portfolios, and providing timely investment advice and market research.
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Head of Institutional Sales, Australia
Carlyle International
Sydney, New South Wales
1mo
Leading Carlyle's distribution strategy and capital raising across Australian institutional investors, serving as a key connector between local clients and global investment teams.
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Associate Adviser
Vivere Recruitment Group
Sydney, New South Wales
1mo
Deliver high-quality financial advice to existing and new clients, develop client relationships, and assist in creating financial plans to meet client goals.
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Client Service Officer
RIVA Recruitment
Melbourne, Victoria
1mo
Implement quality financial and wealth advice strategies to assist affluent professionals and retirees in achieving their financial well-being.
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Financial Adviser
MUFG Pension & Market Services
Perth, Western Australia
1mo
Deliver high-volume intrafund and retirement advice primarily over the phone to help members make confident decisions about their super and retirement.
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Senior Private Wealth Adviser
UniSuper
Brisbane, Queensland
1mo
Delivering professional, end-to-end financial planning advice to support members in achieving their financial objectives, including high-net-worth clients and senior university staff.
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Travel Advisor – Reserved by Travel Associates – Australia Wide
Flight Centre
Remote
1mo
Create bespoke luxury travel itineraries and provide concierge services for high-net-worth and ultra-high-net-worth clients.
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Junior Financial Advisor
Zylo Recruitment Services
Sydney, New South Wales
1mo
Junior Financial Advisor supporting established advisors in client service and financial planning.
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Travel Advisor – Reserved by Travel Associates – Australia Wide
Flight Centre
Remote
1mo
Create one-of-a-kind, personalized luxury itineraries and provide bespoke travel and concierge services for high-net-worth and ultra-high-net-worth clients.
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Financial Advisor
Sawyer Sourcing
New South Wales
1mo
Manage and develop trusted client relationships to deliver practical, personalized advice on wealth accumulation, investments, retirement planning, insurance, and estate planning.
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Director, Australian Wealth Distribution
Barings
Sydney, New South Wales
1mo
Director leading the distribution of wholesale and retail investment strategies into the Australian wealth channel, covering national clients and prospects including IFAs, private banks, family offices, and HNW individuals.
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Financial Advisor
Sawyer Sourcing
New South Wales
1mo
Manage and develop trusted client relationships to deliver practical, personalized advice on wealth accumulation, investments, retirement planning, insurance, and estate planning.
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Marketing Manager
Wellington Management
Sydney, New South Wales
1mo
Plan and execute marketing campaigns to drive client acquisition, engagement, and retention for institutional and wealth businesses in Australia and New Zealand.
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Adviser Success Manager
Morningstar
Sydney, New South Wales
1mo
Partner with financial advisers to optimize their business operations, remove workflow friction, and implement goals-based investment solutions.
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Senior Associate, Client Portfolio Management
Barings
Sydney, New South Wales
1mo
Execute capital raising strategy for APAC real estate equity and debt products by engaging with clients, prospects, and internal teams to grow the capital base.
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Client Portfolio Manager (Equities)
Janus-Henderson
Sydney, New South Wales
1mo
Drive commercial success and growth for Janus Henderson's equity strategies through proactive client engagement, business plan ownership, and advocacy for portfolio managers.
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Intra‑fund Financial Adviser
Marsh McLennan
Sydney, New South Wales
1mo
Deliver high-quality, limited-scope intra-fund personal advice to superannuation fund members primarily via phone, identifying needs and issuing Statements of Advice.
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Head of Advice
Marsh McLennan
Sydney, New South Wales
1mo
Strategic leadership of Mercer Super's advice proposition, strategy, and delivery to ensure alignment with organizational goals and member value.
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Client Services Manager
First Financial Pty
Melbourne, Victoria
1mo
Deliver seamless financial advice experiences by supporting advisers and clients with implementation, review preparation, and record management.
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Business Services Senior Manager
Grant Thornton
Melbourne, Victoria
1mo
Develop actionable growth recommendations and commercial structures for international, corporate, privately owned businesses, and high net worth families.
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Senior Financial Adviser
Marsh McLennan
Perth, Western Australia
1mo
Senior Financial Adviser providing comprehensive financial planning and wealth management solutions to high-net-worth individuals and employer groups.
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Travel Advisor – Reserved by Travel Associates – Australia Wide
Flight Centre
Remote
1mo
Create one-of-a-kind, personalized luxury itineraries and provide bespoke travel and concierge services for high-net-worth and ultra-high-net-worth clients.
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Manager / Senior Manager, Business Services
Grant Thornton
Sydney, New South Wales
1mo
Manage a portfolio of large privately-owned businesses, offering strategic advisory on operations, tax, compliance, and exit strategies.
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Senior Financial Advisor – Townsville - Multi-Disciplinary Firm – 100K+
Cdmguru
Remote
100k
1mo
Delivering comprehensive financial planning and wealth solutions including superannuation, SMSFs, investments, risk management, estate planning, and lending to high-value clients.
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Stewardship Associate
Wellington
Boston, MA, United States
$80k–$150k
1mo
Support investment professionals in executing company engagements, analyzing proxy ballots, and advancing research on governance and sustainability to enhance long-term client value.
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Client Experience & Wealth Associate
Rbc
VANCOUVER, British Columbia, Canada
$38k–$50k
1mo
Deliver concierge-level client service and support for a high-performing Wealth Management Advisory Team, managing the client journey from onboarding to ongoing contact.
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Associate, Treasures Banking Relationship Manager, Samarinda, Consumer Banking Group
Dbs
Samarinda
1mo
Manage and grow a portfolio of affluent clients by providing personalized financial planning and wealth management solutions.
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Citigold Client Advisor (North Asia)
Citi
SINGAPORE, Singapore
1mo
Strategic partner for high-net-worth individuals delivering comprehensive wealth management guidance and bespoke financial solutions.
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Associate Product Marketer
Capgroup
Singapore
1mo
Develop and execute product marketing strategies for Capital Group's investment solutions, transforming complex investment expertise into compelling narratives for client adoption and engagement.
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Central Solutions Strategy Analyst Internship
Ceritypartners
New York City, NY
1mo
Support strategic initiatives, business development, and the design/execution of investment and advisory solutions for a registered investment advisory firm.
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