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 Role
We 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 Responsibilities
Serve as a primary point of contact for client service and administrative enquiries
Support Financial Advisors in preparing portfolio reviews, investment proposals, and client materials
Assist with portfolio monitoring, reporting, and trade execution coordination
Manage account operations including onboarding, asset transfers, and documentation
Maintain accurate client records and ensure compliance with regulatory requirements




Coordinate with custodians, product providers, compliance, and internal teams
Support client engagement initiatives, including events and relationship-building activities
What We're Looking For
Bachelor's degree in Finance, Commerce, Economics, or a related field
3-5 years' experience in wealth management, private banking, or financial services
Skills & Attributes
Fluent in English and Mandarin (essential)
Strong communication and interpersonal skills
High attention to detail with strong organisational capabilities
A client-first mindset with the ability to build trust and long-term relationships
Genuine interest in financial markets, investments, and portfolio construction
Why Join GloryHouse
Work directly with experienced advisors and high-calibre clients
Exposure to both public and private market investments
Mentorship from senior industry professionals
A collaborative, high-performance environment with strong growth potential
This 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