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Visualizer jobs in Port Melbourne VIC 3207

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Expiring today
Part time · Permanent
Similar jobs pay ~$50k - $70k

Pay information not disclosed by advertiser

Key points we found

  • Engage with customers to uncover their financial needs.
  • Utilise product knowledge to assist customers in achieving financial goals.
  • Achieve sales and referral targets while delivering exceptional customer service.
Posted 9d ago
Full time · Permanent
Similar jobs pay ~$60k - $80k

Pay information not disclosed by advertiser

Key points we found

  • Join Westpac as a Personal Banking Advisor in a branch-based role.
  • Engage with customers to provide tailored banking solutions and achieve their financial goals.
  • Receive comprehensive training and support to advance your career in banking.
Expiring today
Full time · Permanent
Similar jobs pay ~$60k - $80k

Pay information not disclosed by advertiser

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
Posted 2d ago
Full time · Permanent
Similar jobs pay ~$60k - $80k

Pay information not disclosed by advertiser

Key points we found

  • Engage with customers to understand their banking needs and provide tailored solutions.
  • Work towards sales and referral targets while delivering exceptional customer service.
  • Receive comprehensive training and support to develop your banking knowledge and skills.
Expiring today
Part time · Permanent
Similar jobs pay ~$50k - $70k

Pay information not disclosed by advertiser

Key points we found

  • Permanent part-time opportunity at Westpac’s Epping Plaza branch.
  • Engage with customers to uncover their financial needs and assist them in achieving their financial goals.
  • Provide exceptional customer service while achieving sales and referral targets.
Expiring today
Part time · Permanent
Similar jobs pay ~$50k - $70k

Pay information not disclosed by advertiser

Key points we found

  • Permanent part-time opportunity at Westpac’s Geelong West branch
  • Engage with customers to uncover their financial needs and assist them in achieving financial goals
  • Provide exceptional customer service while achieving sales and referral targets
Expiring today
Full time · Contract
Similar jobs pay ~$94k - $101k

Pay information not disclosed by advertiser

Key points we found

  • Assist Financial Advisors and clients in a high-volume environment
  • Manage client onboarding and account maintenance
  • Provide administrative support and ensure compliance with regulations
Expiring today
Full time · Contract
Similar jobs pay ~$147k - $187k

Pay information not disclosed by advertiser

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.
Posted 18d ago
Full time · Permanent
Similar jobs pay ~$150k - $200k

Pay information not disclosed by advertiser

Key points we found

  • Lead market development for Northern Trust’s Global Family Office in Australia.
  • Source and close new business opportunities across various financial services.
  • Establish and maintain relationships with clients and advisors.
Expiring today
Full time · Permanent
Similar jobs pay ~$60k - $80k

Pay information not disclosed by advertiser

Key points we found

  • Provide exceptional service to new and existing members in person and via calls.
  • Assist members with insurance and lending enquiries, guiding them through their lending journey.
  • Build and maintain referral networks in the community while achieving individual and department targets.
Expiring today
Full time · Contract
Similar jobs pay ~$97k - $138k

Pay information not disclosed by advertiser

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
Expiring in 3d
Full time · Permanent
Similar jobs pay ~$60k - $80k

Pay information not disclosed by advertiser

Key points we found

  • Join Westpac as a Personal Banking Advisor in a branch-based role.
  • Provide tailored banking solutions to customers and assist them in achieving their financial goals.
  • Receive comprehensive training and support to advance your career within the bank.
Posted 5d ago
Full time · Permanent
Similar jobs pay ~$100k - $150k

Pay information not disclosed by advertiser

Key points we found

  • Manage a portfolio of High Net Worth clients providing tailored banking and wealth solutions.
  • Build deep and enduring client relationships based on trust and understanding of client needs.
  • Collaborate with specialists to deliver an integrated client experience.
Expiring today
Full time · Permanent
Similar jobs pay ~$125k

125,000 Per Year + Super

Key points we found

  • Lead and mentor a high-performing client service team in a prestigious environment.
  • Act as the primary escalation point for HNW and UHNW client enquiries.
  • Drive operational improvements and implement service initiatives to enhance client experience.
Expiring today
Full time · Contract
Similar jobs pay ~$80k - $100k

Pay information not disclosed by advertiser

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.
Expiring today
Full time · Contract
Similar jobs pay ~$80k - $100k

Pay information not disclosed by advertiser

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.
Expiring today
Full time · Permanent
Similar jobs pay ~$110k

110,000 Per Year + Super

Key points we found

  • Lead and manage the client services team to ensure high standards of service delivery.
  • Oversee client onboarding, account administration, and ongoing service requests.
  • Identify opportunities to improve processes and enhance the client experience.
Expiring today
Full time · Contract
Similar jobs pay ~$80k - $120k

Pay information not disclosed by advertiser

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.
Expiring today
Full time · Contract
Similar jobs pay ~$70k - $90k

Pay information not disclosed by advertiser

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.
Expiring today
Full time · Contract
Similar jobs pay ~$80k - $120k

Pay information not disclosed by advertiser

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.