Wealth Management Client Services Team Lead (City of Sydney)

Wealth Management Client Services Team Lead (City of Sydney)

06 Aug
|
Anton Murray Consulting
|
City of Sydney

06 Aug

Anton Murray Consulting

City of Sydney

Anton Murray Consulting in Sydney seeks a Wealth Management Client Services Team Manager to lead a 3-person unit handling client offboarding, deceased estate processing, and asset transfers including CHESS sponsorship. You will drive performance, ensure compliance, and provide front-office Adviser and risk support.

The role requires 6+ years in stockbroking/wealth management with team leadership, RG146 accreditation, and familiarity with Praemium and domestic/international broking platforms.

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📌 Wealth Management Client Services Team Lead (City of Sydney)
🏢 Anton Murray Consulting
📍 City of Sydney

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