private client jobs

Overview Calling all wealth advisors looking for a role 100% focused on business development! As a Private Client Director with Fisher Investments Australasia Pty Ltd (FIA), you will focus solely on acquiring high-net-worth wholesale clients. Qualified lead flow is provided with no need for cold calling. FIA is a subsidiaryof Fisher Investments, which is a privately held multi-billion dollar...

Assistant Manager or Manager in Private Clients Assistant Manager or Manager in Private Clients at Pitcher Partners Accountants & Advisors WA Pty Ltd About the Role We have an exciting opportunity for an Assistant Manager or Manager to join our Private Business and Family Advisory Division in our Perth CBD office. You will collaborate with our PBFA Partners, Directors, other Managers,...

Head of Private Clients We are seeking an exceptional leader to head our Private Client Insurance division within Griffiths and Armour, based in our Liverpool office. This is a unique opportunity to shape and grow a high‑performing team within a respected insurance broker known for its integrity, client‑first ethos, and bespoke service to high‑net‑worth individuals. What the day will look...

A leading North American insurance brokerage seeks a Private Client Account Executive in Victoria, Australia. The role involves new business development, client relationship management, and strategic insurance advising for high-net-worth clients. Candidates should have at least 5 years of personal lines insurance experience and possess strong communication skills. This position offers a salary...

- My client is a leading top 30 CA firm, based in the Sydney. - I am looking for a Private Clients Director or Partner. - The person I am looking for will most likely be a Private Clients (business services) Director from a Big 4 or leading mid-tier CA firm, looking to step up to a partner position or a current partner looking to join another high-performing team. - You will have approximately...

We are currently working on this position for a solicitor who is looking to progress their career in Private Client. You will join this established firm that has a strong client base and offers genuine prospects of career progression. You will be involved in all aspects of private client work including wills, powers of attorney, and trusts. The firm is open to applications from candidates with 2+...

A leading financial institution in Australia is seeking a Senior Private Banker to become a trusted advisor for high-net-worth individuals. The role involves delivering tailored banking and wealth solutions, focusing on building lasting relationships and navigating complex lending. Candidates should demonstrate a passion for helping clients achieve financial advantages and be part of a...

About the Role Unique career opportunity for an experienced Personal Lines Senior Account Manager who is skilled with Private Client Group accounts. Working for a highly specialized team out of Arizona, your role includes: - Serving as a key member of a specialized team with an exclusive focus on private client group personal lines. - Being an integral part of the ongoing relationship...

Private Clients Manager/Senior Manager, Top 30 CA Firm, Sydney CBD - My client is a leading boutique CA firm, based in the Sydney CBD - I am looking for a Private Clients Manager or Senior Manager. - The person I am looking for will most likely be a Private Clients (business services) Manager from a Big 4 or leading mid-tier CA firm. - You will have approximately 5-9 years of experience...

Overview Calling all wealth advisors looking for a role 100% focused on business development! As a Private Client Director with Fisher Investments Australasia Pty Ltd (FIA), you will focus solely on acquiring high-net-worth wholesale clients. Qualified lead flow is provided with no need for cold calling. FIA is a subsidiary of Fisher Investments, which is a privately held multi-billion dollar...

A leading accounting and consulting firm is looking for an experienced leader to oversee client portfolios, develop growth strategies, and support a dynamic team in Melbourne. This role requires CA/CPA qualification and experience with privately owned businesses and high net worth families. The ideal candidate will have strong leadership skills and the ability to foster collaboration. The firm...

This role plays a critical function in the ownership and delivery of ADAPT’s Private Events which consists of both virtual and in-person events. ADAPT have created market leading virtual and in-person events hosting end user c-level/executive peers and global speakers in an intimate and curated 90-minute to 2 hour session. The role incorporates three main aspects: Event Management, Project...

A reputable law firm in Tasmania is seeking a Private Client solicitor with 2+ years’ PQE. The successful candidate will be involved in all aspects of private client work, including wills, powers of attorney, and trusts. This role offers genuine prospects for fast track to Partnership within a supportive team environment. If you are interested in this unique opportunity, reach out for a...

Calling all wealth advisors looking for a role 100% focused on business development! As a Private Client Director with Fisher Investments Australasia Pty Ltd (FIA), you will focus solely on acquiring high-net-worth wholesale clients. Qualified lead flow is provided with no need for cold calling. FIA is a subsidiary of Fisher Investments, which is a privately held multi-billion dollar global...

A leading insurance brokerage firm is seeking a Head of Private Clients to lead their Private Client Insurance division. This pivotal role involves overseeing a high-performing team, managing key client relationships, and developing business strategies to enhance the client portfolio. The ideal candidate will possess extensive experience in high-net-worth insurance and proven leadership...

A leading Australian bank is seeking a Private Banker in Brisbane to develop a portfolio of high-net-worth clients. The successful candidate will act as a trusted financial partner, providing tailored financial solutions and exceptional service. Ideal applicants will have experience in personal client-facing roles within Private or Commercial Banking, as well as strong lending knowledge. The role...

A leading wealth management firm is seeking a Private Client Director focused on acquiring high-net-worth wholesale clients. This remote role involves managing client relationships, utilizing provided leads, and presenting tailored investment solutions to affluent investors. The ideal candidate has at least 5 years of experience in financial services, a clean regulatory record, and a proven track...

Hi, we’re HUB!We are a leading North American insurance brokerage that advises businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy – so you’re ready for...

A reputable law firm in Australia is seeking a junior solicitor to join its team in Perth. The ideal candidate will manage private client cases involving Wills, Powers of Attorney, Executries, and Trusts. With up to 3 years of experience in this area of law or a traineeship completed, this role offers a chance to run individual cases and engage in business development activities. Competitive...

Our client, a long established legal practice, is seeking a junior solicitor to join its team and can be based from its Perth or Dundee offices. The role will involve private client work including Wills, Powers of Attorney, Executries and Trust. In this role, the candidate will run their own cases, meet with clients and have the opportunity to be involved in business development activities. This...