Wealth Consultant jobs

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RECRUITMENT CONSULTANT - WEALTH MANAGEMENT

Partnering with a broad range of established Fund Managers, Dealer Groups and Financial Planning firms;. Procuring new business through business development, relationship and account management activities and initiatives;. Develop...

CompanyKaizen Recruitment
AddressSydney, NSW
CategoryConsulting
Date Posted 7 days ago See detail

Recruitment Consultant - Wealth Management

Kaizen Recruitment

Sydney, NSW

Partnering with a broad range of established Fund Managers, Dealer Groups and Financial Planning firms;. Procuring new business through business development, relationship and account management activities and initiatives;. Develop...

Client Service Consultant - Private Wealth

Praemium

Melbourne, VIC

Answer all inbound client calls within SLA and manage cases with care through to resolution. Monitor and triage adviser requests to ensure queries are answered within SLA and managed until resolution through various channels. Buil...

Customer Services Design Consultant - Wealth Management

Iress

Melbourne, VIC

For agreed opportunities, you will quickly develop and foster strong customer relationships to identify, shape and confirm customer value, expectations and requirements. In conjunction with the Customer team, carry out product and...

Customer Services Design Consultant - Wealth Management

Iress

Melbourne, VIC

Work within cross-functional teams to ensure all Jira Initiatives and Epics are completed as required to align with the agreed delivery plan. Document and confirm scope and outputs of the project, put necessary controls in place t...