Wealth Management - Client Services Team Manager

Sydney
Wealth Management
Contract or Temporary

A Tier 1 global, full service wealth management firm is seeking an experienced candidate to manage and lead a team of 3 staff covering client off-boarding, deceased estate processing, and asset transfers. The role includes international and CHESS sponsorship functions and provides front office adviser support and risk support to the business in their Sydney office.

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 off-boarding, deceased estate processing, and asset transfers—including international and CHESS sponsorship functions. Your leader...

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