In-Demand Wealth manager Jobs in Caringbah, Nsw

Senior Relationship Manager / Vice President
Square Capital Operation Pty Ltd —Barangaroo NSW
- $100,000 - $150,000 a year
- Full-time
- Management
- English
- Business development
Quick Apply
Graduate Analyst - ISO
Perpetual Limited —Sydney NSW
- Full-time
- Microsoft Excel
- Management
- Finance
- Work from home
9d
Senior Manager, Investment Operations, Perpetual Wealth Management
Perpetual Limited —Sydney NSW
- Full-time
- Management
- Research
- Analysis skills
- Work from home
6d
Associate Director / Senior Manager – Commercial Valuations Expert
Macquarie Group Limited —Sydney NSW
- Full-time
- Hybrid work
- Finance
- Construction experience
- Communication skills
- Annual leave
- Work from home
9d
Senior Project Manager
MetLife —Sydney NSW
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- PMP
- Parental leave
- Employee assistance program
4d
Integration Manager, Perpetual Wealth Management
Perpetual Limited —Sydney NSW
- Full-time
- Management
- AI
- Business
- Work from home
Education and Engagement Manager - AI and Tech
Colonial First State —Sydney NSW
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- AI
- Health insurance
12d
Senior Manager, Group Strategy
AMP Limited —Sydney NSW
- Full-time
- Financial services
12d
Client Solutions Manager
BNP Paribas —Sydney NSW
- Full-time
- Presentation skills
- AI
- Leadership
Lead Project Manager
Transport For NSW —Sydney NSW
- $165,856 - $176,970 a year
- Full-time
- Presentation skills
- No degree
- Leadership
4d
Associate – Infrastructure Portfolio Management Group
QIC Limited —Sydney NSW
- Full-time
- Remote
- Microsoft Powerpoint
- Microsoft Excel
- Analysis skills
Business and Oversight Manager
HUB24 —Sydney NSW
- Full-time
- Hybrid work
- Analysis skills
- Communication skills
- Office experience
- Parental leave
6d
VP, Real Estate, Australia - Asset Management
GIC Group —Sydney NSW
- Remote
- Analysis skills
- Communication skills
- Work from home
Client Relationship Manager | Investor Relations Services
Link Group —Sydney NSW
- Hybrid work
- Administrative experience
- Organisational skills
- Financial services
- Parental leave
- Employee discount
Business Manager
BNP Paribas —Sydney NSW
- Full-time
- Management
- Research
- Finance
Senior Manager/Manager, Risk Advisory & Initiatives
Macquarie Group Limited —Sydney NSW
- Full-time
- Hybrid work
- Annual leave
- Work from home
3d
Manager Risk and Compliance – Advisory and Assurance – Engagement and Advice
Aware Super —Sydney NSW
- Full-time
- Analysis skills
- AI
- Work from home
- Gym membership
5d
Launch Project Manager - Australia
Wahed —Sydney NSW
- Part-time
- Hybrid work
- Microsoft Office
- Agile
- Financial services
Talent Acquisition Business Partner
GBST —Sydney NSW
- Hybrid work
- Parental leave
- Employee assistance program
Quick Apply
Manager - Finance Business Partner | Wealth
Macquarie Group Limited —Sydney NSW
- Full-time
- Hybrid work
- Finance
- Analysis skills
- Budgeting
- Annual leave
- Work from home

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Senior Relationship Manager / Vice President

Square Capital Operation Pty Ltd
Barangaroo NSW

Quick Apply

Job Details

Full-time
$100,000 - $150,000 a year

Qualifications

Investment
Mandarin
Management
English
Business development
Relationship building
Communication skills
Negotiation

Full Job Description

Senior Relationship Manager / Vice President

Private Clients and Institutional Relationships

Barangaroo, Sydney | Front Office Relationship Role | Competitive Base Salary + Performance Incentives

Square Capital is seeking a commercially driven Senior Relationship Manager or Vice President to acquire, manage and grow relationships with high-net-worth and ultra-high-net-worth individuals, corporate clients and institutional investors.

This is a front-office, revenue-generating role with responsibility for new client acquisition, relationship management and portfolio growth. The successful candidate will be expected to understand clients’ investment objectives, risk appetite and capital markets needs, and to introduce relevant solutions across the firm’s product offering.

The role requires strong business development capability, confidence engaging sophisticated clients and a proven ability to convert relationships into assets, trading activity and revenue.

Key Responsibilities

Acquire (originate), develop and manage long-term relationships with high-net-worth and ultra-high-net-worth individuals, corporate clients and institutional investors;
Develop a comprehensive understanding of each client's investment objectives, portfolio construction, liquidity requirements, risk tolerance and broader wealth management needs.
Identify opportunities arising from clients' strategic asset allocation, liquidity management and capital deployment requirements.
Deliver differentiated market insights, investment ideas and bespoke capital markets solutions aligned with clients' objectives.
Partner closely with Research, Sales Trading, Product, Operations, Risk and Compliance teams to deliver seamless execution and an integrated client experience.
Drive client adoption and distribution of financial products and services, including: Shares and margin financing, ETF, Funds management products, Fixed-income products, Structured products
Develop and execute client coverage plans to increase assets under management, trading activity, product penetration and overall client contribution.
Identify broader commercial opportunities across financing, options, structured solutions and family wealth management.
Maintain regular and proactive client engagement, ensuring a consistently high level of service throughout the client relationship.
Complete all required KYC, AML, suitability and client onboarding processes in accordance with regulatory requirements and internal policies.
Consistently achieve or exceed business development, revenue generation, client acquisition and relationship management objectives.

About You

You will have:

Demonstrated experience in client acquisition, relationship management, business development or financial services sales.
Strong ability to establish credibility and build long-term relationships with sophisticated clients.
Strong commercial judgement, communication and negotiation skills.
A proactive, client-focused approach with the ability to identify and convert business opportunities.
Ability to work effectively across multiple internal teams and manage competing priorities.
High standards of integrity, professional conduct and regulatory awareness.
Resilience and the ability to perform in a commercial, target-driven environment.
Understanding of financial markets and the key drivers of macroeconomic and capital market activity.

An established network of high-net-worth or institutional clients will be highly regarded.

Knowledge of equities, funds, fixed income, structured products, derivatives and other investment products would be advantageous, but is not essential where the candidate demonstrates strong client relationships and business development capability.

What We Will Assess

During the interview process, we will assess your ability to:

Originate, develop and sustain trusted relationships with sophisticated clients.
Demonstrate needs, business development capability and a strong revenue orientation.
Identify client opportunities and translate them into commercially viable solutions.
Communicate with credibility and executive presence across a broad range of stakeholders.
Influence and negotiate effectively in complex client situations.
Deliver a consistently high standard of client service while managing multiple priorities.
Collaborate effectively across research, trading, product, operations and control functions.
Perform under pressure, demonstrating resilience, accountability and sound decision-making.
Uphold the highest standards of professionalism, integrity and regulatory compliance.

Pay: $100,000.00 – $150,000.00 per year

Experience:

Relationship building: 3 years (Required)
working with high net wealth: 3 years (Required)

Language:

Mandarin (Required)

Work Location: In person

Quick Apply

Refine Your Search

wealth manager jobs in caringbah, nsw

Senior Relationship Manager / Vice President

Graduate Analyst - ISO

Senior Manager, Investment Operations, Perpetual Wealth Management

Associate Director / Senior Manager – Commercial Valuations Expert

Senior Project Manager

Integration Manager, Perpetual Wealth Management

Education and Engagement Manager - AI and Tech

Senior Manager, Group Strategy

Client Solutions Manager

Lead Project Manager

Associate – Infrastructure Portfolio Management Group

Business and Oversight Manager

VP, Real Estate, Australia - Asset Management

Client Relationship Manager | Investor Relations Services

Business Manager

Senior Manager/Manager, Risk Advisory & Initiatives

Manager Risk and Compliance – Advisory and Assurance – Engagement and Advice

Launch Project Manager - Australia

Talent Acquisition Business Partner

Manager - Finance Business Partner | Wealth

I want to receive the latest job alert for wealth manager in caringbah, nsw

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