At a Glance
- Tasks: Lead a dynamic team in delivering top-notch client services and operational excellence.
- Company: Join a Tier 1 global Wealth Management Advisory firm in Sydney.
- Benefits: 12-month contract with potential for extension, competitive salary, and career growth.
- Other info: Collaborative environment with opportunities for continuous improvement and innovation.
- Why this job: Make a real impact in wealth management while developing your leadership skills.
- Qualifications: 5+ years in wealth management, strong team management, and risk awareness.
The predicted salary is between 90000 - 110000 $ per year.
Tier 1 global Wealth Management Advisory firm is seeking an experienced candidate to manage a team of Client Services and Operations staff and provide front office and risk support to the business in their Sydney office.
The role will be initially hired on a 12 mth contract with view to extend or go permanent for good performance.
As the Manager of the Client Service Team within Wealth Management , you will play a pivotal role in driving the team’s performance against strategic objectives.
You will lead a group responsible for client offboarding, deceased estate processing, and asset transfers—including international and CHESS sponsorship functions.
Your leadership will ensure operational excellence, data integrity, and compliance, while fostering a culture of proactive problem-solving and continuous improvement..
Key Responsibilities
- Champion the team’s delivery of daily operational processes, ensuring all service level agreements (SLAs) and strategic goals are consistently met.
- Lead the team in identifying, analysing, and resolving complex operational challenges, driving innovative solutions that align with business strategy.
- Inspire and develop team members through strong people leadership, coaching, and mentoring to build capability and engagement.
- Set clear expectations and provide direction to ensure the team’s activities support broader organisational objectives.
- Collaborate across departments to execute client account updates and operational tasks with precision and timeliness.
- Maintain high standards of process quality and accuracy, including oversight of client migration and position transfers (e. g., CHESS sponsorship).
- Proactively manage risk, ensuring timely escalation and robust controls are in place.
Qualifications/Experience Required
- Minimum of 5 years’ experience in a similar role within Stockbroking / Wealth Management sector – ideally with prior equity operations, weaklth management client services experience, combined with some risk, KYC, Admin support and team leading.
- Prior team management experience.
- RG146 accreditation or equivalent
Experience and Competencies Desired
- Recognised industry studies and financial markets experience, particularly in asset transfer/sponsorship.
- Awareness of regulatory rules and their application to the business.
- Understanding of relevant legislation and regulations (ASX rules, AML, KYC, FATCA, CRS).
- Previous experience in a managerial role within wealth management or financial planning is highly desirable.
- System Experience
- Familiarity with broking platforms (domestic and international) and portfolio management platforms (e. g., Praemium) is preferable
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