In-Demand Wealth manager Jobs in Sydney Nsw

Wealth Manager
Hoxton Wealth —Sydney NSW
- Full-time
- Management
- Analysis skills
- Bachelor's degree
Quick Apply
Wealth Compliance Senior Manager
Macquarie Group Limited —Sydney NSW
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Annual leave
- Work from home
Strategic Account Manager, Wealth Solutions
Macquarie Group Limited —Sydney NSW
- Full-time
- Hybrid work
- Management
- Sales
- Business development
- Annual leave
- Work from home
Applications Manager, Perpetual Wealth Management
Perpetual Limited —Sydney NSW
- Full-time
- Management
- DevOps
- Agile
- Work from home
9d
Integration Manager, Perpetual Wealth Management
Perpetual Limited —Sydney NSW
- Full-time
- Management
- AI
- Business
- Work from home
4d
Wealth Regulatory Interactions & Compliance Senior Manager
Macquarie Group Limited —Sydney NSW
- Full-time
- Hybrid work
- Analysis skills
- Communication skills
- Annual leave
- Work from home
Investment Analyst - Equities – Office of the CIO
Macquarie Group Limited —Sydney NSW
- Full-time
- Hybrid work
- Communication skills
- Annual leave
- Work from home
Perpetual Wealth Management Graduate Program 2027
Perpetual Limited —Sydney NSW
- Full-time
- Management
- Organisational skills
- Business
- Annual leave
- Fuel discount
Implementation Consultant
8seats —Sydney NSW
- From $10,000 a month
- Full-time
- In-person
- Profit sharing
- Relocation assistance
Quick Apply
Wealth Channel Marketing Manager
Macquarie Group Limited —Sydney NSW
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Marketing
- Annual leave
- Work from home
Private Wealth - Global Product Strategy, Vice President/ Principal
Blackstone Group —Sydney NSW
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Management
Front Office Specialist - Client Enablement, AVP
State Street —Sydney NSW
- $110,000 - $130,000 a year
- Full-time
- Management
- Computer Science
- SQL
AML Risk Operations Analyst
HUB24 —Sydney NSW
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Manager – Assurance, Financial Crime Risk
AMP Limited —Sydney NSW
- Full-time
- Finance
- Financial services
- Business
Senior Manager - Capital Strategy
Macquarie Group Limited —Sydney NSW
- Full-time
- Hybrid work
- Data analysis skills
- SQL
- Annual leave
- Work from home
Global Institutional, Relationship Management, Based in Sydney
TIAA —Sydney NSW
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Senior Investment Analyst | Office of the CIO
Macquarie Group Limited —Sydney NSW
- Full-time
- Hybrid work
- Finance
- Communication skills
- Annual leave
- Work from home
Credit Analyst
Perpetual Limited —Sydney NSW
- Full-time
- Microsoft Excel
- Finance
- Analysis skills
- Work from home
Business Development Manager
Livewire Markets —Barangaroo NSW
- Full-time
- Hybrid work
- Management
- Business development
- Financial services
Quick Apply
9d
ESG Manager
Macquarie Group Limited —Sydney NSW
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Annual leave
- Work from home

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Wealth Manager

Hoxton Wealth
Sydney NSW

Quick Apply

Job Details

Full-time

Qualifications

Financial planning
Management
Analysis skills
Bachelor's degree
Graduate diploma
Communication skills

Full Job Description

About the Role

Hoxton Wealth is seeking a skilled and dynamic Financial Advisor to join our established Australia team. In this role, you will work collaboratively within an existing group of professionals to service a portfolio of clients, while also expanding and refining our approach to holistic financial planning. This position offers the opportunity to make a significant impact by enhancing client relationships, providing comprehensive advice, and helping clients achieve their financial goals.

Key Responsibilities

Client Servicing: Maintain and nurture relationships with an existing book of clients, ensuring their financial needs are met with exceptional service and attention to detail.
Holistic Planning: Develop and deliver comprehensive financial plans that encompass investments, retirement, insurance, estate planning, and tax strategies tailored to client objectives.
Business Development: Identify opportunities to grow the client book by acquiring new clients through referrals, networking, and targeted outreach.
Collaboration: Work closely with the broader Hoxton Wealth team to integrate holistic planning into existing practices and enhance service offerings.
Compliance: Ensure all client interactions and advice comply with regulatory standards and company policies.
Client Education: Educate clients on financial planning principles and opportunities, empowering them to make informed decisions.

Skills and Experience

Experience: Minimum 3-5 years of experience as a Financial Advisor, with a proven track record of servicing and growing a client base.
Qualifications:
- Must hold a FASEA-approved qualification (e.g. approved bachelor degree or graduate diploma in financial planning) and have passed the ASIC Financial Adviser Exam and completed the Professional Year.
- Alternatively you must satisfy the Experienced Provider Pathway have and have passed the ASIC Financial Adviser Exam
- Registered on ASIC's Financial Adviser Register (FAR)
Communication: Exceptional interpersonal and communication skills, with the ability to explain complex concepts in a clear and relatable manner.
Analytical Thinking: Strong analytical skills to assess client needs and create tailored solutions.
Drive and Initiative: A proactive mindset with the ability to manage client relationships and generate new business opportunities.
Team-Oriented: A collaborative approach to working within a team to achieve shared goals.

What We Offer

Supportive Team Environment: Join an established team with a focus on collaboration and professional growth.
Professional Development: Access to ongoing training and opportunities to refine your skills in holistic financial planning.
Client Base: Work with an existing portfolio while expanding your network and business.
Competitive Remuneration: Attractive salary package, incentives, and benefits.
Global Presence: Be part of a reputable international wealth management firm with opportunities for cross-border collaboration.

About Hoxton Wealth

Hoxton Wealth is a leading international financial advisory firm dedicated to helping clients achieve financial security and growth through tailored, holistic solutions. With offices around the globe, we bring a unique perspective to wealth management, combining local expertise with global reach.

If youre passionate about financial planning, excel in client relationships, and are eager to take a holistic approach to wealth management, we invite you to apply for this exciting opportunity in our Australia office.

Quick Apply

Refine Your Search

wealth manager jobs in sydney nsw

Wealth Manager

Wealth Compliance Senior Manager

Strategic Account Manager, Wealth Solutions

Applications Manager, Perpetual Wealth Management

Integration Manager, Perpetual Wealth Management

Wealth Regulatory Interactions & Compliance Senior Manager

Investment Analyst - Equities – Office of the CIO

Perpetual Wealth Management Graduate Program 2027

Implementation Consultant

Wealth Channel Marketing Manager

Private Wealth - Global Product Strategy, Vice President/ Principal

Front Office Specialist - Client Enablement, AVP

AML Risk Operations Analyst

Manager – Assurance, Financial Crime Risk

Senior Manager - Capital Strategy

Global Institutional, Relationship Management, Based in Sydney

Senior Investment Analyst | Office of the CIO

Credit Analyst

Business Development Manager

ESG Manager

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

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