Private Client Associate jobs in Victoria

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SENIOR ANALYST (ASSOCIATE) - PRIVATE EQUITY

driving the identification, evaluation and management of strategic external PE managers (Private Equity General Partners or "GPs"). . being a key member of the transaction team on specific co-investment and co-underwrite private e...

CompanyAustraliansuper
AddressMelbourne, VIC
CategoryAccounting & Finance
Job typeFull time
Date Posted 2 months ago See detail

Senior Analyst (Associate) - Private Equity

Australiansuper

Melbourne, VIC

driving the identification, evaluation and management of strategic external PE managers (Private Equity General Partners or "GPs"). . being a key member of the transaction team on specific co-investment and co-underwrite private e...

Client Services Officer/ Associate Advisor- $70-85,000 + Super

Fs Recruitment Solutions

Melbourne, VIC

$70,000 - $85,000 a year

Take responsibility for file notes and action items from client meetings. Assist with the upkeep of the financial planning software and keep up to date with changes and enhancements. Provide assistance to Financial Adviser suppo...

Associate Director - Business Development - Property / Private Credit Investment

Kaizen Recruitment

Melbourne, VIC

Lead investor relations and sales engagement across Australian family offices, independent advisors, accountants, and high and ultra-high net worth investors;. Implement sales & marketing strategy to drive investment opportunities...

Client Services Manager/ Associate Advisor- $70-85,000 + Super

Fs Recruitment Solutions

Melbourne, VIC

$70,000 - $85,000 a year

Attending client appointments / presentations with the Senior Financial Planner. Lodging application for a variety of financial planning products inc BT and Macquarie. Updating client information on Xplan and producing reports fro...

Client Service Associate - Mandarin Speaking

Hays Recruitment

Melbourne, VIC

Facilitate all administrative client queries. Client on-boarding, including preparation of account documentation and creation of client records. Prepare client valuations, asset allocations and reporting. Assist in client asset t...

Senior Associate, Client Management and Execution

Nab

Melbourne, VIC

Broaden your expertise in credit and portfolio management. Complex Corporate and Institutional Banking portfolios. Opportunity to propel your career . Assist in structuring transactions: Preparing credit submissions, employing fin...

Client Service Associate (All-Rounder)

Hays Recruitment

Melbourne, VIC

Facilitate all administrative client queries. Prepare client onboarding documents. Create client records. Prepare client valuations, asset allocations and valuations. Prioritise competing requests in a fast-paced environment. Esta...