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Posted 12d ago
Personal Banking Advisor
Hays
Melbourne CBD VIC•Full time
~$60k - $80k(Estimated)
KEY POINTS WE FOUND
- Kickstart your banking career by assisting customers with their everyday banking needs.
- Deliver tailored solutions and high-level customer service in the branch.
- Work collaboratively with the team to achieve targets and build strong customer relationships.
Posted 8d ago
Associate, Client Onboarding
Kaizen Recruitment
Melbourne VIC 3004•Full time
~$90k - $120k(Estimated)
KEY POINTS WE FOUND
- Manage the end-to-end onboarding of institutional investors.
- Conduct AML/KYC due diligence and risk assessments.
- Drive process improvement initiatives to enhance operational efficiency.
+60d ago
HNW WM Client Onboarding Specialist - 12-month contract
Anton Murray Consulting
Melbourne VIC 3004•Full time
~$80k - $100k(Estimated)
KEY POINTS WE FOUND
- Assist in end-to-end new account request handling and case management.
- Review client documentation for accuracy and compliance with KYC requirements.
- Liaise with Sales and stakeholders on documentation and onboarding issues.
+60d ago
Stockbroking Dealers Assistant - Mandarin Speaking (12-month contract)
Anton Murray Consulting
Melbourne VIC 3004•Full time
~$70k - $90k(Estimated)
KEY POINTS WE FOUND
- Seeking an experienced equity markets Dealer Assistant fluent in Mandarin.
- Key responsibilities include client on-boarding, account maintenance, and stock settlements.
- Candidates should have strong attention to detail and knowledge of financial markets.
+60d ago
Client Reporting Associate - Wealth Management - 12-month initial contract
Anton Murray Consulting
Melbourne VIC 3004•Full time
~$80k - $100k(Estimated)
KEY POINTS WE FOUND
- Support the Manager of the Fee Based Team in managing high-net-worth clients' reporting.
- Reconcile client investment data and assist with tax reporting reconciliation.
- Implement checks and controls to improve client reporting accuracy.
Posted 17d ago
Financial Support OfficerHybrid
Nissan
Mulgrave VIC 3170•Full time
~$60k - $80k(Estimated)
KEY POINTS WE FOUND
- Manage a portfolio of customers seeking financial solutions.
- Build positive relationships through empathetic communication.
- Negotiate repayment arrangements and resolve enquiries efficiently.
+60d ago
Wealth Management - Client Service Manager - Mandarin Speaking ( 12m contract)
Anton Murray Consulting
Melbourne VIC 3004•Full time
~$147k - $187k(Estimated)
KEY POINTS WE FOUND
- Client Service Manager role focusing on equity markets and high-net-worth clients.
- Fluent Mandarin and English required for effective communication with clients.
- 12-month contract with responsibilities including client onboarding and administrative support.
+60d ago
Associate Advisor - 12-month initial contract
Alex Gatfield
Melbourne VIC 3004•Full time
~$70k - $90k(Estimated)
KEY POINTS WE FOUND
- Support 3 private client advisers in a global tier-one Private Wealth Advisory firm.
- Facilitate administrative client queries and client on-boarding processes.
- Assist in client asset transfers and monitor stock settlements.
+60d ago
Account Executive
Ogilvy
Melbourne VIC 3004•Full time
~$60k - $80k(Estimated)
KEY POINTS WE FOUND
- Support day-to-day management of client accounts
- Handle administration tasks including meetings and workflow control
- Build relationships with clients and internal teams
+60d ago
Wealth Management - Client Service Manager - 12-month initial contract
Anton Murray Consulting
Melbourne VIC 3004•Full time
~$80k - $100k(Estimated)
KEY POINTS WE FOUND
- Client Service Manager role focused on equity markets and high-net-worth clients.
- Facilitate administrative client queries and manage client onboarding processes.
- Ensure compliance with regulatory requirements and maintain strong relationships with internal stakeholders.
+60d ago
Wealth Management - Client Service Associate (12-month contract)
Anton Murray Consulting
Melbourne VIC 3004•Full time
~$97k - $138k(Estimated)
KEY POINTS WE FOUND
- Client onboarding and account documentation preparation
- Manage IPO and corporate action allocations
- Prioritise competing adviser requests in a fast-paced environment
+60d ago
Client Offboarding Associate - Private Wealth - 12-month initial contract
Anton Murray Consulting
Melbourne VIC 3004•Full time
~$80k - $100k(Estimated)
KEY POINTS WE FOUND
- Join a leading Private Wealth Manager for a 12-month contract.
- Support Client Offboarding, Deceased Estate processing, and Asset Transfers.
- Ensure high performance and excellent service for clients.
+60d ago
Wealth Management - Client Service Manager - Mandarin Speaking (12-month contract)
Anton Murray Consulting
Melbourne VIC 3004•Full time
~$80k - $120k(Estimated)
KEY POINTS WE FOUND
- Client Service Manager role focused on equity markets and high-net-worth clients.
- Fluent Mandarin and English required for effective communication with clients.
- 12-month contract with responsibilities including client on-boarding and administrative support.
Posted 10d ago
Personal Banking Advisor - Kew, VIC
Westpac
Kew VIC 3101•Part time
~$50k - $70k(Estimated)
KEY POINTS WE FOUND
- Permanent part-time opportunities available at Westpac’s Kew branch.
- Mandarin / Cantonese language capability is highly advantageous.
- Customer service and sales experience is preferred.
Posted 33d ago
Team Leader - Client Onboarding Team
LGT WEALTH MANAGEMENT LIMITED
Melbourne VIC•Full time
~$90k - $120k(Estimated)
KEY POINTS WE FOUND
- Lead the establishment and ongoing development of the Client Onboarding function.
- Oversee KYC, AML/CTF compliance and customer due diligence outcomes.
- Build and manage a high-performing team of Client Onboarding Associates.
Expiring in 2d
Financial Services Trainee
Bank Australia
Kew VIC 3101•Full time
~$50k - $60k(Estimated)
KEY POINTS WE FOUND
- Entry-level traineeship in financial services at Kew branch
- Full-time position for 12 months with a focus on customer service and banking practices
- Opportunity to complete a Certificate III in Financial Services and gain professional experience
Posted 11d ago
Personal Banker - Geelong, VIC
Westpac
Geelong VIC 3220•Full time
~$60k - $80k(Estimated)
KEY POINTS WE FOUND
- Proactively engage with customers to uncover their financial needs.
- Utilise product knowledge to assist customers in achieving financial goals.
- Achieve sales and referral targets while delivering exceptional customer service.
Posted 12d ago
Personal Banker - Geelong, VIC
Westpac
Geelong VIC 3220•Full time
~$60k - $80k(Estimated)
KEY POINTS WE FOUND
- Engage with customers to uncover their financial needs.
- Utilise product knowledge to assist customers in achieving financial goals.
- Achieve sales and referral targets while providing exceptional customer service.
Posted 5d ago
Senior Associate - Customer Integration
ANZ
Melbourne VIC 3004•Full time
~$90k - $120k(Estimated)
KEY POINTS WE FOUND
- Set up secure connectivity between customer systems and ANZ systems.
- Manage technical aspects of customer projects and ensure timely handover to support teams.
- Build collaborative relationships with colleagues and align with ANZ processes.
Posted 22d ago
Client Manager
Gallagher Bassett
Melbourne VIC 3004•Full time
~$80k - $100k(Estimated)
KEY POINTS WE FOUND
- Manage and grow relationships across a portfolio of Victorian workers'' compensation clients.
- Act as the primary point of contact for client performance, service delivery and strategic initiatives.
- Analyse claims performance, claims costs, premium impacts and injury trends to provide meaningful recommendations.