At a Glance
- Tasks: Lead client service for UHNW clients in a fast-paced equity markets environment.
- Company: Join a top wealth management firm in Sydney with a strong reputation.
- Benefits: Competitive salary, professional development, and a dynamic work culture.
- Other info: 12-month contract with potential for career advancement.
- Why this job: Make a real difference in the financial lives of high-net-worth clients.
- Qualifications: 3+ years in wealth management and RG146 certification required.
The predicted salary is between 90000 - 110000 $ per year.
Anton Murray Consulting seeks an equity markets focused Client Service Manager for a leading wealth management client in Sydney on a 12-month contract.
You will handle private client advisers and UHNW clients in a high-volume, time-critical environment, with strong knowledge of financial advice processes, markets and trends.
Ideal candidates will have RG146 and 3+ years in wealth management, stockbroking or financial planning, plus familiarity with broking and portfolio platforms (Praemium).
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Equity Markets Client Service Lead β Sydney employer: Anton Murray Consulting
Join a leading global wealth management firm in Melbourne, where you will thrive in a dynamic work culture that values collaboration and innovation. As a Client Reporting Associate, you'll benefit from competitive remuneration, opportunities for professional growth, and the chance to make a meaningful impact on high-net-worth clients' financial journeys. With a strong focus on employee development and a commitment to excellence, this role offers a rewarding experience in a supportive environment.