In-Demand Private wealth management, wealth management professional melbourne Jobs in Victoria

Private Wealth Management, Wealth Management Professional - Melbourne
Goldman Sachs —Melbourne VIC
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Travel reimbursement
- Health insurance
2027 | APEJ | Melbourne | Wealth Management, Private Wealth Management | Summer Analyst
Goldman Sachs —Melbourne VIC
- Seasonal
- Bachelor's degree
- Internship
8d
Asset & Wealth Management, Private Wealth Advisor, Vice President, Melbourne/Sydney
Goldman Sachs —Melbourne VIC
- Full-time
- Management
- Sales
- Business development
- Travel reimbursement
- Health insurance
Associate, Application Support Analyst, Asia & Australia Wealth Management
Morgan Stanley —Melbourne VIC
- On call
- Management
- SQL
- Analysis skills
Ashurst Reach Legal Consultants/Lawyers – Construction/Projects – Melbourne
Ashurst LLP —Melbourne VIC
- Negotiation
7d
Senior Paraplanner, Perpetual Wealth Management
Perpetual Limited —Melbourne VIC
- Full-time
- Leadership
- Work from home
14d
Civil Engineer - Melbourne, VIC
Senversa —Melbourne VIC
- Full-time
- Research
- Communication skills
Senior Private Wealth Adviser
UniSuper —Melbourne VIC
- Full-time
- Management
- Business development
- Presentation skills
- Parental leave
Associate/Engagement Manager - Financial Services - Melbourne
Oliver Wyman —Melbourne VIC
- Full-time
- Hybrid work
- Analysis skills
- Financial services
- Communication skills
- Parental leave
- Gym membership
Graduate Program Opportunities in Networking / Infrastructure
Sparx Solutions —Docklands VIC
- Full-time
- Azure
- Management
- Computer Science
- Employee discount
- Referral program
Quick Apply
Head of Wealth Distribution
PineBridge Investments —Melbourne VIC
- Full-time
- Hybrid work
- Management
- Leadership
- Communication skills
- Health insurance
- Tuition reimbursement
Client Implementation Specialist, Investment Services
Mercer —Melbourne VIC
- Full-time
- Hybrid work
- Management
- Finance
- Administrative experience
- Work from home
10d
Ashurst Reach Legal Consultant – Employment – Industrial Relations lawyer - Melb
Ashurst LLP —Melbourne VIC
- Full-time
- Analysis skills
- Communication skills
1d
Business Development Manager, Wealth
PineBridge Investments —Melbourne VIC
- Full-time
- Hybrid work
- Management
- Finance
- Business development
- Health insurance
- Tuition reimbursement
Training & Relationship Manager
Praemium Limited —Melbourne VIC
- Full-time
- Hybrid work
- Communication skills
- Parental leave
Quick Apply
14d
Advice Compliance Specialist
First Financial —Melbourne VIC
- $90,000 - $130,000 a year
- Full-time
- Hybrid work
- Microsoft Office
- Finance
- Business
Quick Apply
Relationship Manager
Colonial First State —Melbourne VIC
- Full-time
- Management
- Sales
- Financial services
Manager | Risk & Regulatory (Financial Services) | Melbourne
Deloitte —Melbourne VIC
- Data analysis skills
- Research
- Business development
- Parental leave
Contact Centre Manager | Consumer Service Centre
Macquarie Group Limited —Melbourne VIC
- Full-time
- Hybrid work
- Leadership
- Annual leave
- Work from home
Contact Centre Officer
SS&C Technologies —Melbourne VIC
- Full-time
- Hybrid work
- Sales
- Customer service
- Microsoft Office
- Health insurance
- Parental leave

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Private Wealth Management, Wealth Management Professional - Melbourne

Goldman Sachs -
Melbourne VIC

Apply Now

Job Details

Full-time

Benefits

Travel reimbursement
Health insurance
Dental insurance
Employee assistance program

Qualifications

Microsoft Word
Investment
Microsoft Excel
Microsoft Outlook
Management
Microsoft Office
Bachelor's degree
Organisational skills
Communication skills

Full Job Description

Wealth Management

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.

Private Wealth Management (PWM)

Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.

As a Wealth Management Professional, your responsibilities include:

Serve as the liaison for clients regarding inquiries and provides team support
Analyze and monitor client portfolios, and assist with other aspects of managing a client relationship
Drive and complete a number of compliance requirements and control related functions
Assist clients with asset transfers
Handle cash management, foreign exchange transactions, currency hedging and money markets trades
Assist teams in subscribing hedge funds, private equity funds and Asset Management funds
Assist on projects related to platform development and other infrastructure issues
Handle margin related requests and queries; liaise with various operations and technology teams for day to day support
Partner with operations on all account opening / maintenance matters, including various remediation efforts.

Basic Qualifications

1 to 3 years of relevant experience
Bachelor degree
Ability to work in a fast-paced environment within a team-oriented structure
Ability to work and think clearly under pressure
Team player
Excellent analytical, communication, and interpersonal skills
Strong organizational skills and attention to detail
Knowledge of Microsoft Office software (Outlook, Excel and Word)

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. about our culture, benefits, and people at GS.com/careers.

We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. : https://www.goldmansachs.com/careers/footer/disability-statement.html

We Offer Best-In-Class Benefits

Healthcare & Medical Insurance

We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.

Holiday & Vacation Policies

We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.

Financial Wellness & Retirement

We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.

Health Services

We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.

Fitness

To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).

Child Care & Family Care

We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.

Benefits at Goldman Sachs

Read more about the full suite of class-leading benefits our firm has to offer.

Opportunity Overview CORPORATE TITLE Analyst OFFICE LOCATION(S) Melbourne DIVISION Asset & Wealth Management

Apply Now

Refine Your Search

private wealth management, wealth management professional melbourne jobs in victoria

Private Wealth Management, Wealth Management Professional - Melbourne

2027 | APEJ | Melbourne | Wealth Management, Private Wealth Management | Summer Analyst

Asset & Wealth Management, Private Wealth Advisor, Vice President, Melbourne/Sydney

Associate, Application Support Analyst, Asia & Australia Wealth Management

Ashurst Reach Legal Consultants/Lawyers – Construction/Projects – Melbourne

Senior Paraplanner, Perpetual Wealth Management

Civil Engineer - Melbourne, VIC

Senior Private Wealth Adviser

Associate/Engagement Manager - Financial Services - Melbourne

Graduate Program Opportunities in Networking / Infrastructure

Head of Wealth Distribution

Client Implementation Specialist, Investment Services

Ashurst Reach Legal Consultant – Employment – Industrial Relations lawyer - Melb

Business Development Manager, Wealth

Training & Relationship Manager

Advice Compliance Specialist

Relationship Manager

Manager | Risk & Regulatory (Financial Services) | Melbourne

Contact Centre Manager | Consumer Service Centre

Contact Centre Officer

I want to receive the latest job alert for private wealth management, wealth management professional melbourne in victoria

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