GloryHouse Wealth Management is an independent multi-family office, partnering with a select group of families, entrepreneurs, and global investors to build, preserve, and transition wealth across generations.We provide institutional-grade advice across public and private markets, with a solid focus on long-term portfolio construction, family governance, and next-generation readiness.The RoleWe are looking for a Client Service Manager to join our growing team.
This is a hands-on individual contributor role, working closely with senior Financial Advisors and mentored by experienced industry professionals with over 15 years in wealth management.You will play a critical role in delivering a seamless, high-touch client experience – supporting portfolio management, coordinating operations, and acting as a trusted point of contact for our clients.Key ResponsibilitiesServe as a primary point of contact for client service and administrative enquiriesSupport Financial Advisors in preparing portfolio reviews, investment proposals, and client materialsAssist with portfolio monitoring, reporting, and trade execution coordinationManage account operations including onboarding, asset transfers,



and documentationMaintain accurate client records and ensure compliance with regulatory requirementsCoordinate with custodians, product providers, compliance, and internal teamsSupport client engagement initiatives, including events and relationship-building activitiesWhat We're Looking ForBachelor's degree in Finance, Commerce, Economics, or a related field3-5 years' experience in wealth management, private banking, or financial servicesSkills & AttributesFluent in English and Mandarin (essential)Strong communication and interpersonal skillsHigh attention to detail with strong organisational capabilitiesA client-first mindset with the ability to build trust and long-term relationshipsGenuine interest in financial markets, investments, and portfolio constructionWhy Join GloryHouseWork directly with experienced advisors and high-calibre clientsExposure to both public and private market investmentsMentorship from senior industry professionalsA collaborative, high-performance environment with strong growth potentialThis is an opportunity for someone who wants to move beyond pure operations into a more holistic wealth management role – combining client experience, investment exposure, and long-term career growth.
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📌 Client Service Manager (Melbourne)
🏢 GloryHouse Wealth Management
📍 Melbourne