Financial Planner jobs in Brisbane QLD
- UBSBrisbane QLD
- A keen interest in financial products.
- Business management, administration and support.
- An outstanding opportunity to be involved in hands-on operational tasks.
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- Tram Group ServicesWest Ipswich QLD 4305
- Excellent communication and stakeholder management skills, with the ability to translate financial information for non-financial, operationally focused…
- UBSBrisbane QLD
- Firm grasp of Asia Pacific financial markets and regulatory frameworks.
- Build, establish and grow client relationships.
- View all UBS jobs - Brisbane jobs - Client Advisor jobs in Brisbane QLD
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- UBSBrisbane QLD
- Firm grasp of Asia Pacific financial markets and regulatory frameworks.
- Build, establish and grow client relationships.
- View all UBS jobs - Brisbane jobs - Client Advisor jobs in Brisbane QLD
- Salary Search: Client Advisor - Australia salaries in Brisbane QLD
- See popular questions & answers about UBS
- MercerBrisbane QLD 4000
- Analyse clients’ financial situations by collecting and interpreting relevant financial information.
- Develop and implement comprehensive financial plans aligned…
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- Septennial GroupBrisbane QLD 4000
- Developing and presenting comprehensive, strategic financial advice.
- You take the time to understand what matters to your clients and translate complex…
- View all Septennial Group jobs - Brisbane jobs
- Salary Search: Financial Planner salaries in Brisbane QLD
- Steyn Family Stewards PropertyCarindale QLD 4152
- Discuss financial options and develop customized financial plans and investment strategies.
- Set financial objectives and develop strategies for achieving them.
View similar jobs with this employerBank of QueenslandNewstead QLD- Discounted financial products - Enjoy exclusive rates on our financial services across the Group.
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- Fuse RecruitmentBrisbane QLD 4000
- This is a strategic, advisory-focused role designed for experienced mortgage brokers ready to elevate their careers beyond transactional lending.
- DeloitteBrisbane QLD 4000
- Strong financial modelling skills (DCF, feasibility, Excel).
- Assisting with feasibility modelling, financial analysis, and business case development.
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- Cromwell Property GroupBrisbane QLD
- Demonstrated success in investment distribution, funds management, financial services or a related capital raising role.
- Agentis Capital AdvisorsBrisbane QLD
- Developing complex financial models, including the use of macros and VBA programming.
- A minimum of 2-3 years of experience in PPP transactions, including…
- coastal advisory australiaBrisbane QLD 4000
- Current ASIC Financial Adviser registration, or eligibility to provide personal financial advice in Australia;
- Build trusted, long-term client relationships;
- AECOMFortitude Valley QLD 4006
- Conduct periodic audits and reviews of project costs and financial processes.
- Support project teams in understanding financial metrics and implications on…
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- AMP LimitedBrisbane QLD 4000
- Minimum 5 years of relevant professional experience in financial services compliance or advice supervision (with a focus on Financial Advisers).
- UniSuperBrisbane QLD
- The key focus of this Brisbane based role is delivering professional, end‑to‑end financial planning advice to support members in achieving their financial…
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Client Account Manager
Job details
Job type
Full job description
Australia
Business management, administration and support
Global Wealth Management
Job Reference #
342438BR
City
Brisbane
Job Type
Full Time
Key responsibilities
- a results-oriented front office support role in an environment that works closely with Client Advisors to support the administration of client relationships
- an outstanding opportunity to be involved in hands-on operational tasks
- a function that collaborates closely with Business Management, Credit, other Relationship Managers' teams, Investment Services & Products, Operations, Treasury, IT, etc. for functional efficiency
- a holistic advisory approach in Wealth Management and one of the strongest platforms in the industry
- market leading products, tailored solutions and services for our sophisticated clients
The team
You’ll be working in our Global Wealth Management business division in Australia. Our role is to manage, preserve and grow the wealth of our clients. We are a department which values Diversity and Inclusion (D&I) and is committed to realizing the firm’s D&I ambition which is an integral part of our global cultural values.
Your skills and experience
- ideally at least one year of Relationship Manager/ Desk Assistant experience preferably in Wealth Management or in a supporting role including in Wealth Management operations
- consistent track record of meaningful work experience within Private Banking Wealth Management preferred
- university degree with a specialization in Banking/Finance
- a keen interest in financial products
- excellent presentation and interpersonal skills
- excellent service orientation when interacting with internal stakeholders
- result driven work approach, a high level of flexibility and personal responsibility paired with an entrepreneurial spirit
- the highest professional work ethic and performing fully in line with compliance standards, internal and external guidelines and regulatory policies *#LI-Hybrid
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
How we hire
We may request you to complete one or more assessments during the application process. Learn more
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Contact Details
UBS Business Solutions SA
UBS Recruiting
Disclaimer / Policy statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.