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+60d ago
Account Executive
Ogilvy
Melbourne VIC 3004•Full time
$60k - $80k
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
Personal Banker - Ivanhoe, VIC
Westpac
Ivanhoe VIC 3079•Full time
$60k - $80k
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.
+60d ago
Wealth Management - Client Service Manager - Mandarin Speaking ( 12m contract)
Anton Murray Consulting
Melbourne VIC 3004•Full time
$147k - $187k
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 today
Personal Banking Advisor - Toorak, VIC
Westpac
Toorak VIC 3142•Full time
$60k - $80k
KEY POINTS WE FOUND
- Permanent full-time opportunity at Westpac’s Toorak branch
- Engage with customers to provide tailored banking solutions
- Comprehensive training and support provided for career advancement
+60d ago
Wealth Management - Client Service Associate (12-month contract)
Anton Murray Consulting
Melbourne VIC 3004•Full time
$97k - $138k
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
Associate Advisor - 12-month initial contract
Alex Gatfield
Melbourne VIC 3004•Full time
$70k - $90k
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
Client Services Manager - Asset Services
Anton Murray Consulting
Melbourne VIC 3004•Full time
$80k - $120k
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.
+60d ago
Stockbroking Dealers Assistant - Mandarin Speaking (12-month contract)
Anton Murray Consulting
Melbourne VIC 3004•Full time
$70k - $90k
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
HNW WM Client Onboarding Specialist - 12-month contract
Anton Murray Consulting
Melbourne VIC 3004•Full time
$80k - $100k
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.
Posted 9d ago
Team Leader - Client Onboarding Team
LGT WEALTH MANAGEMENT LIMITED
Melbourne VIC•Full time
$90k - $120k
KEY POINTS WE FOUND
- Lead the establishment and ongoing development of the Client Onboarding function.
- Oversee KYC, AML/CTF compliance and customer due diligence outcomes.
- Build and manage a high-performing team of Client Onboarding Associates.
+60d ago
Wealth Management - Client Service Manager - 12-month initial contract
Anton Murray Consulting
Melbourne VIC 3004•Full time
$80k - $100k
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
Wealth Management - Client Service Manager - Mandarin Speaking (12-month contract)
Anton Murray Consulting
Melbourne VIC 3004•Full time
$80k - $120k
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
Client Offboarding Associate - Private Wealth - 12-month initial contract
Anton Murray Consulting
Melbourne VIC 3004•Full time
$80k - $100k
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
Client Reporting Associate - Wealth Management - 12-month initial contract
Anton Murray Consulting
Melbourne VIC 3004•Full time
$80k - $100k
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.
Posted 1d ago
Financial Services Trainee
Bank Australia
Kew VIC 3101•Full time
$50k - $60k
KEY POINTS WE FOUND
- Entry-level traineeship in financial services at Kew branch
- Full-time position for 12 months with a focus on customer service and banking practices
- Opportunity to complete a Certificate III in Financial Services and gain professional experience
Posted 1d ago
Personal Banking Advisor - The Glen Shopping Centre, Glen Waverley, VIC
Westpac
Glen Waverley VIC 3150•Full time
$60k - $80k
KEY POINTS WE FOUND
- Permanent full-time opportunity at Westpac’s The Glen Shopping Centre branch.
- Engage with customers to provide tailored banking solutions and achieve financial goals.
- Receive comprehensive training and support to develop your career in banking.
Posted 2d ago
Personal Banker - Parkmore Shopping Centre, Keysborough
Westpac
Keysborough VIC 3173•Full time
$60k - $80k
KEY POINTS WE FOUND
- Proactively engage with customers to uncover their financial needs.
- Assist customers in achieving their financial goals through expert product knowledge.
- Blend sales and customer service while achieving performance KPIs.
Posted 3d ago
Personal Banking Advisor - Brunswick, VIC
Westpac
Brunswick VIC 3056•Part time
$50k - $70k
KEY POINTS WE FOUND
- Permanent part-time opportunity at Westpac’s Brunswick branch.
- Engage with customers to provide tailored banking solutions.
- Receive comprehensive training and support to excel in the role.
Posted 45d ago
Associate
LGT WEALTH MANAGEMENT LIMITED
Melbourne VIC•Full time
$70k - $90k
KEY POINTS WE FOUND
- Support Investment Advisers in delivering exceptional service to high net worth clients.
- Manage client onboarding, account openings, and portfolio administration.
- Coordinate client activities and maintain accurate client records.
Posted 4d ago
Personal Banker - Ivanhoe, VIC
Westpac
Ivanhoe VIC 3079•Full time
$60k - $80k
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.