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Wealth Management Associate jobs in Melbourne VIC

• The average pay for Wealth Management Associate jobs in Melbourne VIC is $62K per year.
• Entry-level positions start at $350 per year, while the most experienced workers can earn up to $104K per year.
2 companies are currently advertising Wealth Management Associate jobs in Melbourne VIC including and .
• Top skills include ATTENTION TO DETAIL, STRATEGIC PLANNING, CLIENT RELATIONSHIP MANAGEMENT, Client Reporting and PARAPLANNING.
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Expiring in 2d
Full time · Contract
Similar jobs pay ~$70k - $90k

Pay information not disclosed by advertiser

Key points we found

  • Support client offboarding and asset transfers in wealth management.
  • Ensure compliance with SLAs and maintain data integrity.
  • Provide exceptional client service and contribute to administration projects.
+60d ago
Full time · Contract
Similar jobs pay ~$190k - $240k

Pay information not disclosed by advertiser

Key points we found

  • Identify, escalate and manage risks in investment advice and suitability.
  • Develop strong working relationships and maintain risk culture across the business.
  • Provide guidance to advisers on regulatory and risk obligations.
Expiring in 2d
Full time · Contract
Similar jobs pay ~$80k - $100k

Pay information not disclosed by advertiser

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.
Expiring in 2d
Full time · Contract
Similar jobs pay ~$70k - $90k

Pay information not disclosed by advertiser

Key points we found

  • Support client offboarding and asset transfers for the Wealth Management business.
  • Ensure daily processes and SLAs are met while maintaining high service standards.
  • Liaise with various departments to execute client updates accurately.
+60d ago
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 1d
Full time · Contract
Similar jobs pay ~$121k - $146k

Pay information not disclosed by advertiser

Key points we found

  • Facilitate all administrative client queries and client on-boarding.
  • Prepare client valuations, asset allocations and reporting as required.
  • Process and monitor stock settlements and assist in client asset transfers.
Expiring in 3d
Full time · Contract
Similar jobs pay ~$70k - $90k

Pay information not disclosed by advertiser

Key points we found

  • Join a high-performing client services team in a global wealth management firm.
  • Facilitate client onboarding and maintain accurate client records.
  • Manage adviser requests and contribute to process improvement initiatives.