In-Demand Wealth manager Jobs in Sydney, 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
Procurement Specialist (Vendor Manager), Perpetual Wealth
Perpetual Limited —Sydney NSW
- Full-time
- Finance
- Bachelor's degree
- No degree
- Work from home
5d
Integration Manager, Perpetual Wealth Management
Perpetual Limited —Sydney NSW
- Full-time
- Management
- AI
- Business
- Work from home
Senior Manager, Investment Operations, Perpetual Wealth Management
Perpetual Limited —Sydney NSW
- Full-time
- Management
- Research
- Analysis skills
- Work from home
5d
Manager - Finance Business Partner | Wealth
Macquarie Group Limited —Sydney NSW
- Full-time
- Hybrid work
- Finance
- Analysis skills
- Budgeting
- Annual leave
- Work from home
Wealth Manager
Hoxton Wealth —Sydney NSW
- Full-time
- Management
- Analysis skills
- Bachelor's degree
Quick Apply
Private Wealth - Global Product Strategy, Vice President/ Principal
Blackstone Group —Sydney NSW
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Management
Wealth Channel Marketing Manager
Macquarie Group Limited —Sydney NSW
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Marketing
- Annual leave
- Work from home
Payroll Manager, Perpetual Wealth
Perpetual Limited —Sydney NSW
- Full-time
- Microsoft Excel
- Management
- Finance
- Work from home
12d
Training and Development Manager
Macquarie Group Limited —Sydney NSW
- Full-time
- Hybrid work
- Presentation skills
- Organisational skills
- Communication skills
- Annual leave
- Work from home
Client Relationship Manager | Employee Share Plans
Link Group —Sydney NSW
- Hybrid work
- Organisational skills
- Communication skills
- Health insurance
- Parental leave
Senior Project Manager
MetLife —Sydney NSW
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- PMP
- Parental leave
- Employee assistance program
3d
Senior Manager | Trustee Services
Link Group —Sydney NSW
- Hybrid work
- Financial services
- Leadership
- Communication skills
- Health insurance
- Parental leave
Manager Retail Wealth Finance
Commonwealth Bank —Sydney NSW
- Full-time
- Microsoft Excel
- Analysis skills
- Financial services
5d
Client Relationship Manager
Link Group —Sydney NSW
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Health insurance
- Parental leave
Family Office Tax | Manager | Private Wealth
PWC Australia —Sydney NSW
- Analysis skills
- Communication skills
- Parental leave
Wrap Transformation Manager
Macquarie Group Limited —Sydney NSW
- Full-time
- Hybrid work
- Analysis skills
- Communication skills
- Annual leave
- Work from home
3d
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
8d
EY-Parthenon - Manager - Strategy - Financial Services
EY —Sydney NSW
- Microsoft Powerpoint
- Microsoft Excel
- Business development
- Parental leave
Senior Project Manager
AMP Limited —Sydney NSW
- Full-time
- Hybrid work
- PMP
- APIs
- Agile
- Employee assistance program

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wealth manager jobs near sydney, nsw

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 sydney, nsw

Senior Relationship Manager / Vice President

Procurement Specialist (Vendor Manager), Perpetual Wealth

Integration Manager, Perpetual Wealth Management

Senior Manager, Investment Operations, Perpetual Wealth Management

Manager - Finance Business Partner | Wealth

Wealth Manager

Private Wealth - Global Product Strategy, Vice President/ Principal

Wealth Channel Marketing Manager

Payroll Manager, Perpetual Wealth

Training and Development Manager

Client Relationship Manager | Employee Share Plans

Senior Project Manager

Senior Manager | Trustee Services

Manager Retail Wealth Finance

Client Relationship Manager

Family Office Tax | Manager | Private Wealth

Wrap Transformation Manager

Associate Director / Senior Manager – Commercial Valuations Expert

EY-Parthenon - Manager - Strategy - Financial Services

Senior Project Manager

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

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