In-Demand Wealth management advisor Jobs in Sydney, Nsw

Client Service Associate - Private Bank
Macquarie Group Limited —Sydney NSW
- Full-time
- Hybrid work
- Management
- Financial services
- Time management
- Annual leave
- Work from home
Corporate Tax Advisor (1 - 3 years' experience)
ESV Business advice and accounting —Sydney NSW
- Full-time
- Communication skills
- Parental leave
Quick Apply
People & Culture Business Partner
GBST —Sydney NSW
- Full-time
- Hybrid work
- Parental leave
- Employee assistance program
Quick Apply
Principal / Staff Applied Research Scientist
Snowflake —Barangaroo NSW
- Full-time
- Computer Science
- Engineering
- Master's degree
Senior Consultant | Markets Risk & Regulatory | Sydney
Deloitte —Sydney NSW
- Financial services
- Communication skills
- Parental leave
Senior Manager, Office of the Trustee
Macquarie Group Limited —Sydney NSW
- Full-time
- Hybrid work
- Communication skills
- Annual leave
- Work from home
Advisor - Wealth Advisory
William Buck —Sydney NSW
- Full-time
- Microsoft Office
- Finance
- Business
- Employee assistance program
- Gym membership
4d
Advisor - Wealth Advisory
William Buck NSW —Sydney NSW
- Full-time
- Microsoft Office
- Finance
- Business
- Employee assistance program
- Gym membership
Quick Apply
3d
AI Specialist - ANZ Industries
Teradata —Sydney NSW
- Full-time
- Hybrid work
- Computer Science
- Sales
- Engineering
Quick Apply
2d
Senior Consultant - Tax Controversy
KPMG Australia —Sydney NSW
- Full-time
- Hybrid work
- Leadership
- Office experience
- Parental leave
Quick Apply
4d
Senior Consultant - Tax Controversy
KPMG —Sydney NSW
- Full-time
- Hybrid work
- Leadership
- Office experience
- Parental leave
4d

Other jobs to consider

Find your next job by exploring related positions.

Marketing Coordinator, Perpetual Wealth
Perpetual Limited —Sydney NSW
Tertiary qualifications in Marketing, Communications, Design or a related discipline preferred. Strong administration and process management skills.
Client Service Officer - Wealth Management
Count Gold Coast —Sydney NSW
Liaise with product providers, insurers and superannuation funds to progress applications and outstanding requirements. This is a full-time, in-office position.
2d

I want to receive the latest job alert for wealth management advisor in sydney, nsw

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

wealth management advisor jobs near sydney, nsw

Tax Advisor jobs in Sydney NSW

Financial Advisor jobs in Sydney NSW

People Business Partner jobs in Sydney NSW

Clinical Nurse Consultant Mental Health jobs in Sydney Nsw

Senior Support Specialist jobs in Gosford Nsw

Senior Tax Consultant jobs in Sydney Central Business District Nsw

Employment Consultant jobs in Sydney Nsw

Automotive Service Advisor jobs in Sydney Nsw

Tax Advisor jobs in Melbourne Vic

Junior Tax Accountant jobs in Mascot Nsw

Whs Advisor jobs in Hamilton Qld

Tax Advisor jobs in Perth Wa

Hse Advisor jobs in Fortitude Valley Qld

Financial Advisor jobs in Brisbane Qld

Financial Markets Trading jobs in Sydney Nsw

Financial Advisor Graduate jobs in Surrey Hills Vic

Financial Advisor jobs in Melbourne Vic

Financial Advisor jobs in Craigieburn Vic

Financial Planner jobs in Sydney Nsw

Youth Advisor Jobs jobs in South Australia

Client Service Associate - Private Bank

Macquarie Group Limited -
Sydney NSW

Apply Now

Job Details

Permanent | Full-time

Benefits

Matched giving program
Annual leave
Work from home
Parental leave
Employee assistance program
Paid volunteer leave
Salary packaging

Qualifications

Management
Financial services
Time management

Full Job Description

Join our high performing team in Sydney and provide client service and administrative support to a dedicated team of Macquarie Private Bankers. You will become familiar with the Private Bank clients, as well as the process of advising and portfolio construction.

We are a global financial services group operating in 30 markets with 57 years of unbroken profitability. At Macquarie, you’re empowered to shape a career that is fulfilling and creates value. You will bring your insights and expertise to the task at hand and feel supported as you make your own kind of impact for a better future.

What role will you play?

You will provide high quality client service and administrative support to our Bankers and clients alike. This includes answering queries and providing information across the broader Banking and Financial services division to enable swift resolution. You will be responsible for ensuring client information is accurate and maintained within our CRM and assist with the preparation of client documentation including Client Service Agreements, Wholesale Client Letters, File Notes, Records of Advice. Along with managing the onboarding of new clients, facilitating portfolio implementation, and assisting with ongoing portfolio and client management you will also facilitate all administrative aspects associated with supporting the client relationship.

What you offer

Passion for delivering an exceptional client experience and the ability to foster strong client relationships with a strong motivation to build a career within Private Banking
Prior experience supporting advisors within the Wealth Management, Financial Services or relevant industry experience with a solid understanding of the workings of financial products and platforms
High attention to detail, a willingness to learn and strong stakeholder management skills
A proactive mind set and excellent time management skills
Tertiary qualifications in a business-related discipline is valuable.

We love hearing from anyone inspired to build a better future with us, if you're excited about the role or working at Macquarie we encourage you to apply.

What we offer

At Macquarie, you’re empowered to shape a career that’s rewarding in all the ways that matter most to you. Macquarie employees can access a wide range of benefits which, depending on employment type, include:

1 wellbeing leave day per year
Up to 5 additional service bonus leave days per year
Up to 20 weeks’ paid parental leave for primary caregivers along with 12 days of transition leave upon return to work, and 6 weeks’ paid leave for non-primary caregivers
2 days of paid volunteer leave and donation matching
Up to 12 months’ gender affirmation leave, including 6 weeks’ paid leave
Access to Employee Assistance Program and wellbeing benefits including skin and health checks, and flu vaccinations
Access to a wide range of salary packaging options
Access to a wide range of learning and development opportunities, including reimbursement for professional membership or subscription
Hybrid and flexible working arrangements, dependent on role
Reimbursement for work from home equipment

About Banking and Financial Services

Banking and Financial Services is our technology-driven retail bank. You will be part of a team that supports clients to achieve their full potential - whether that’s buying a home, growing a business or investing to manage wealth.

Inclusion at Macquarie

We are committed to providing an inclusive environment for all, where different experiences, skills and perspectives are valued and respected. Macquarie provides access to opportunities for all individuals regardless of race, colour, religion, sex, sexual orientation, national origin, age, disability, protected veteran status, genetic information, marital status, gender identity or any other characteristic or circumstance.

We provide reasonable adjustments to individuals who may need support during the recruitment process and employment. If you require an adjustment, please let us know during the application process.

Apply Now

Refine Your Search

wealth management advisor jobs in sydney, nsw

Client Service Associate - Private Bank

Corporate Tax Advisor (1 - 3 years' experience)

People & Culture Business Partner

Principal / Staff Applied Research Scientist

Senior Consultant | Markets Risk & Regulatory | Sydney

Senior Manager, Office of the Trustee

Advisor - Wealth Advisory

Advisor - Wealth Advisory

AI Specialist - ANZ Industries

Senior Consultant - Tax Controversy

Senior Consultant - Tax Controversy

Other jobs to consider

I want to receive the latest job alert for wealth management advisor in sydney, nsw

Related Searches

Explore jobs in more locations

What role will you play?

What you offer

What we offer

About Banking and Financial Services

Inclusion at Macquarie

Job Seeker Tools

Employer Tools

Browse

Stay Connected