Search job title or keyword

Search results

19 jobs

Sort by

Personal Banking Advisor

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.

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.

Client Services Coordinator

Gallagher Bassett

Melbourne VIC 3004•Full time

~$60k - $80k(Estimated)

KEY POINTS WE FOUND

Provide administrative and coordination support across the Client Services function.
Assist in managing client account information and maintaining the CRM system.
Respond to client inquiries and ensure exceptional customer service.

Senior Associate - Customer Integration

Melbourne VIC 3004•Full time

~$90k - $120k(Estimated)

KEY POINTS WE FOUND

Set up secure connectivity between customer systems and ANZ systems.
Manage technical aspects of customer projects and ensure timely handover to support teams.
Build collaborative relationships with colleagues and align with ANZ processes.

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.

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.

Associate Private Banker

Profusion Group

Melbourne VIC 3004•Full time

~$80k - $120k(Estimated)

KEY POINTS WE FOUND

Support management of high-net-worth client portfolios across lending, deposits and investment solutions
Assist in driving revenue growth and managing day-to-day client banking needs
Build and maintain relationships with internal stakeholders and external referral networks

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.

Associate Advisor - 12-month initial contract

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.

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.

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.

Account Executive

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

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.

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.

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

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.

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.

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.

Analyst Lead, Managed Service

Melbourne VIC 3000•Full time

~$120k - $150k(Estimated)

KEY POINTS WE FOUND

Lead the delivery and development of payment as a service managed services platform.
Drive analysis and design of technical solutions ensuring alignment with business strategies.
Provide production support and manage project delivery responsibilities.