Your new company

Global financial services market leader in Wealth Management and financial markets. The role is within the Wealth Management department, which services individuals, families and institutions.

Your new role

As the Manager of a 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 offboarding, deceased estate processing, and asset transfers, including international and CHESS sponsorship functions. Your leadership will ensure operational excellence, data integrity, and compliance, while fostering a culture of proactive problem-solving and continuous improvement.

• Champion the team’s delivery of daily operational processes, ensuring all service level agreements and strategic goals are consistently met.
• Lead the team in identifying, analysing, and resolving complex operational challenges, driving innovative solutions that align with business strategy.
• Inspire and develop team members through strong people leadership, coaching, and mentoring to build capability and engagement.
• Set clear expectations and provide direction to ensure the team’s activities support broader organisational objectives.
• Collaborate across departments to execute client account updates and operational tasks with precision and timeliness.
• Maintain high standards of process quality and accuracy, including oversight of client migration and position transfers (e.g., CHESS sponsorship).
• Proactively manage risk, ensuring timely escalation and robust controls are in place.

What you'll need to succeed

• Tertiary qualifications in a relevant discipline e.g. Commerce, Business, Economics, Finance or similar
• Wealth Management experience with an understanding of financial advice processes, markets, and industry standards.
• Outstanding people leadership and team development abilities; skilled at motivating, coaching, and building high-performing teams.
• Exceptional problem-solving skills, with the ability to navigate ambiguity and drive effective outcomes.
• Excellent communication skills, able to adapt approach for diverse audiences and facilitate knowledge sharing.
• High resilience and ability to prioritise in a fast-paced environment.
• Familiarity with broking platforms and portfolio management platforms (e.g. Praemium) is desirable.

What you'll get in return

It’s an excellent opportunity for an initial 12 month contract with potential for future extensions or permanency, working with high calibre professionals. Initially, you will be focussed on a project for client offboarding and transitions. You will lead a small team analysing, and resolving complex operational challenges, driving innovative solutions that align with the business strategy.

What you need to do now

Please apply now or email your CV to philip.lewis@hays.com.au to be shortlisted. Please ensure you have at least 1 year of work entitlements in Australia.