in all categories

Wealth Management jobs in Melbourne VIC

• The average pay for Wealth Management jobs in Melbourne VIC is $135K per year.
• Entry-level positions start at $100K per year, while the most experienced workers can earn up to $190K per year.
3 companies are currently advertising Wealth Management jobs in Melbourne VIC including EY, Green Light and Morgan Stanley.
• Top skills include STAKEHOLDER ENGAGEMENT, BUSINESS ANALYSIS, LEADERSHIP, CHANGE MANAGEMENT and MANAGEMENT.
Showing 16 jobs
Sort by
Relevance
+60d ago
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.
Posted 41d ago
Full time · Permanent
Similar jobs pay ~$90k - $120k

Pay information not disclosed by advertiser

Key points we found

  • Provide quality, compliant and timely paraplanning services and strategic advice support to Advisers and clients.
  • Collaborate with team members to formulate advice strategies and generate tailored advice documents.
  • Lead and coach junior team members while preparing financial calculations and attending client meetings.
+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.
+60d ago
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 · Permanent
Similar jobs pay ~$70k - $90k

Pay information not disclosed by advertiser

Key points we found

  • Provide critical support to the Private Wealth team
  • Assist with financial advice preparation and client communications
  • Ensure compliance and administrative efficiency
+60d ago
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.
+60d ago
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.
+60d ago
Full time · Contract
Similar jobs pay ~$80k - $100k

Pay information not disclosed by advertiser

Key points we found

  • Support the Transaction Services operations team in a wealth management firm.
  • Process payments and manage client cash requests accurately.
  • Engage in project work and cross-training opportunities.
+60d ago
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.
Posted 41d ago
Full time · Contract
Similar jobs pay ~$90k - $120k

Pay information not disclosed by advertiser

Key points we found

  • Provide quality, compliant and timely paraplanning services and strategic advice support to Advisers and clients.
  • Generate tailored advice documents within agreed time frames and service standards.
  • Lead and coach junior team members while preparing financial calculations and detailed cash flow analysis.
+60d ago
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.
Expiring in 3d
Full time · Permanent
Similar jobs pay ~$60k - $80k

Pay information not disclosed by advertiser

Key points we found

  • Start your career in financial services with a structured graduate program.
  • Build foundational skills in a supportive and inclusive team environment.
  • Access to a range of benefits and opportunities for career growth.
+60d ago
Full time · Permanent
Similar jobs pay ~$165k - $275k

Pay information not disclosed by advertiser

Key points we found

  • Serve as trusted advisors to high net worth individuals and families, corporate executives, and select institutions.
  • Deliver customized wealth management strategies and investment advice based on client needs.
  • Build and develop new business opportunities while enhancing investment acumen.
+60d ago
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.
+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
+60d ago
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.