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Posted 4d ago
Personal Banking Advisor
Hays
Melbourne CBD VIC•Full time
~$60k - $80k(Estimated)
KEY POINTS WE FOUND
- Kickstart your banking career by assisting customers with their everyday banking needs.
- Deliver tailored solutions and high-level customer service in the branch.
- Work collaboratively with the team to achieve targets and build strong customer relationships.
Posted 15d ago
Relationship Executive - health
BOQ Group
Melbourne VIC 3000•Full time
~$80k - $120k(Estimated)
KEY POINTS WE FOUND
- Manage a portfolio of small business commercial clients in the healthcare industry.
- Design tailored banking solutions to support client growth and maintain strong relationships.
- Coach and mentor Analysts and peers while representing BOQ at industry events.
Posted today
Senior Private Banker - Private Clients
Profusion Group
Melbourne VIC 3004•Full time
~$120k - $150k(Estimated)
KEY POINTS WE FOUND
- Manage a portfolio of high-net-worth and ultra-high-net-worth clients.
- Provide tailored banking, lending, wealth and cash management solutions.
- Drive portfolio growth through referral networks and client events.
Posted 31d ago
Client Services / Advice Administration professional - Expression Of Interest
FourQuarters Recruitment
Melbourne VIC 3004•Full time
~$70k - $90k(Estimated)
KEY POINTS WE FOUND
- Access exclusive client services and advice admin roles within wealth management
- Manage client service requests and correspondence
- Support financial advisers/planners with day-to-day administrative needs
Posted today
Associate, Client Onboarding
Kaizen Recruitment
Melbourne VIC 3004•Full time
~$90k - $120k(Estimated)
KEY POINTS WE FOUND
- Manage the end-to-end onboarding of institutional investors.
- Conduct AML/KYC due diligence and risk assessments.
- Drive process improvement initiatives to enhance operational efficiency.
+60d ago
Stockbroking Dealers Assistant - Mandarin Speaking (12-month contract)
Anton Murray Consulting
Melbourne VIC 3004•Full time
~$70k - $90k(Estimated)
KEY POINTS WE FOUND
- Seeking an experienced equity markets Dealer Assistant fluent in Mandarin.
- Key responsibilities include client on-boarding, account maintenance, and stock settlements.
- Candidates should have strong attention to detail and knowledge of financial markets.
+60d ago
Wealth Management - Client Service Manager - 12-month initial contract
Anton Murray Consulting
Melbourne VIC 3004•Full time
~$80k - $100k(Estimated)
KEY POINTS WE FOUND
- Client Service Manager role focused on equity markets and high-net-worth clients.
- Facilitate administrative client queries and manage client onboarding processes.
- Ensure compliance with regulatory requirements and maintain strong relationships with internal stakeholders.
+60d ago
Account Executive
Ogilvy
Melbourne VIC 3004•Full time
~$60k - $80k(Estimated)
KEY POINTS WE FOUND
- Support day-to-day management of client accounts
- Handle administration tasks including meetings and workflow control
- Build relationships with clients and internal teams
+60d ago
Client Offboarding Associate - Private Wealth - 12-month initial contract
Anton Murray Consulting
Melbourne VIC 3004•Full time
~$80k - $100k(Estimated)
KEY POINTS WE FOUND
- Join a leading Private Wealth Manager for a 12-month contract.
- Support Client Offboarding, Deceased Estate processing, and Asset Transfers.
- Ensure high performance and excellent service for clients.
+60d ago
Wealth Management - Client Service Manager - Mandarin Speaking ( 12m contract)
Anton Murray Consulting
Melbourne VIC 3004•Full time
~$147k - $187k(Estimated)
KEY POINTS WE FOUND
- Client Service Manager role focusing on equity markets and high-net-worth clients.
- Fluent Mandarin and English required for effective communication with clients.
- 12-month contract with responsibilities including client onboarding and administrative support.
+60d ago
Associate Advisor - 12-month initial contract
Alex Gatfield
Melbourne VIC 3004•Full time
~$70k - $90k(Estimated)
KEY POINTS WE FOUND
- Support 3 private client advisers in a global tier-one Private Wealth Advisory firm.
- Facilitate administrative client queries and client on-boarding processes.
- Assist in client asset transfers and monitor stock settlements.
+60d ago
Wealth Management - Client Service Manager - Mandarin Speaking (12-month contract)
Anton Murray Consulting
Melbourne VIC 3004•Full time
~$80k - $120k(Estimated)
KEY POINTS WE FOUND
- Client Service Manager role focused on equity markets and high-net-worth clients.
- Fluent Mandarin and English required for effective communication with clients.
- 12-month contract with responsibilities including client on-boarding and administrative support.
+60d ago
HNW WM Client Onboarding Specialist - 12-month contract
Anton Murray Consulting
Melbourne VIC 3004•Full time
~$80k - $100k(Estimated)
KEY POINTS WE FOUND
- Assist in end-to-end new account request handling and case management.
- Review client documentation for accuracy and compliance with KYC requirements.
- Liaise with Sales and stakeholders on documentation and onboarding issues.
+60d ago
Wealth Management - Client Service Associate (12-month contract)
Anton Murray Consulting
Melbourne VIC 3004•Full time
~$97k - $138k(Estimated)
KEY POINTS WE FOUND
- Client onboarding and account documentation preparation
- Manage IPO and corporate action allocations
- Prioritise competing adviser requests in a fast-paced environment
+60d ago
Client Reporting Associate - Wealth Management - 12-month initial contract
Anton Murray Consulting
Melbourne VIC 3004•Full time
~$80k - $100k(Estimated)
KEY POINTS WE FOUND
- Support the Manager of the Fee Based Team in managing high-net-worth clients' reporting.
- Reconcile client investment data and assist with tax reporting reconciliation.
- Implement checks and controls to improve client reporting accuracy.
+60d ago
Client Services Manager - Asset Services
Anton Murray Consulting
Melbourne VIC 3004•Full time
~$80k - $120k(Estimated)
KEY POINTS WE FOUND
- Manage administrative and relationship needs of institutional trust clients.
- Coordinate client activities and respond to inquiries.
- Identify opportunities for expanding business relationships.
Posted 1d ago
Private Client Director Just posted!
Fuse Recruitment
Melbourne VIC 3000•Full time
~$183k(Estimated)
KEY POINTS WE FOUND
- Work exclusively with high-net-worth wholesale investors
- Focus on client acquisition while onboarding is handled by dedicated Relationship Managers
- Enjoy remote work flexibility managing your own territory
Posted 12d ago
Senior Relationship Executive - Health & Professional Services
BOQ Group
Melbourne VIC 3000•Full time
~$120k - $150k(Estimated)
KEY POINTS WE FOUND
- Lead the Victorian Health & Professional Services banking portfolio.
- Oversee a team of up to 10 bankers and drive sustainable growth.
- Build strong relationships with healthcare and professional services clients.
+60d ago
Career Associate / Advisor Assistant - Wholesale Desk
GOW Recruitment
Melbourne VIC 3004•Full time
~$70k - $90k(Estimated)
KEY POINTS WE FOUND
- Join a well-established Financial Services Organisation as a Career Associate / Advisor Assistant.
- Support Senior UHNW advisors with a mix of administration, on-boarding, and client service duties.
- Work in a positive and engaging environment focused on quality client service.
Posted 14d ago
Client Manager
Gallagher Bassett
Melbourne VIC 3004•Full time
~$80k - $100k(Estimated)
KEY POINTS WE FOUND
- Manage and grow relationships across a portfolio of Victorian workers'' compensation clients.
- Act as the primary point of contact for client performance, service delivery and strategic initiatives.
- Analyse claims performance, claims costs, premium impacts and injury trends to provide meaningful recommendations.