Business Information Consultant specializing in data analysis and reporting at Elevance Health. Responsible for guiding data analysts and creating performance reports for business decisions.
N(
Hybrid Consultant – Private Wealth Support
Posted 3 months ago
About the role
- Private Wealth Consultant at Netwealth, delivering high-touch service to private wealth clients and advisers. Managing inquiries and resolving complex investment questions through multi-channel support.
Responsibilities
- Handle complex queries across a range of topics (including reporting, bespoke investment offerings and individual HIN Administration etc)
- Manage multi-channel enquiries end-to-end, ensuring timely resolution
- Collaborate with internal teams to resolve issues without escalation
- Master Netwealth’s complex product suite
- Meet high expectations from private wealth clients and advisers
- Communicating intricate financial concepts clearly and effectively
- Keeping pace with industry and legislative changes
Requirements
- 2+ years’ experience in wealth management, financial advice support, or high-end financial services customer service
- Exposure to investment platforms or private banking highly desirable
- Progress toward or completion of RG146 compliance viewed favourably
- Strong grasp of structured products, derivatives, managed accounts, and HIN administration
- Exceptional communication skills, both verbal and written
- Proven ability to deliver high-quality service in a fast-paced, multi-channel environment
- Strong problem-solving skills and attention to detail
- Understanding of transaction processing and operational workflows in a platform or brokerage context
- High level of professionalism and integrity in client communications and data handling
Benefits
- Family-friendly support: Paid parental leave and a fully funded school holiday program
- Wellness perks: CU Health (virtual healthcare), income protection, flu shots, wellness weeks, retail discounts, and financial wellbeing services
- A vibrant culture: Social events, trivia nights, and corporate sports
- Employee Resource Groups: LGBTQIA+, DAWN (Developing and Accelerating Women at Netwealth), Culture Group, and Carers Group
- Community impact: Paid volunteering and our Netwealth Impact Group
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
Quantitative Analytics & Model Development Consultant at PNC. Focusing on complex quantitative analyses and supporting model development in the Balance Sheet Analytics & Modeling Line of Business.
Business Analytics Consultant Senior at PNC analyzing Risk data usage and transparency across various reports and analytics. Collaborating with technical and business partners to enhance documentation processes.
Home Energy Consultant providing potential customers with expertise on energy products. Generating business by selling natural gas, electricity, and utility line protection in assigned territories.
Oracle EBS Consultant providing functional support for Oracle EBS applications. Liaising between Finance and IT to ensure business objectives and technical standards are met.
Lead Consultant for Enterprise Applications focusing on Manufacturing and Procurement with strong Infor XA expertise. Involves requirement gathering, process analysis, and project management to deliver solutions.
Property Consultant at Driven Properties guiding clients in Dubai’s real estate market. Building relationships, managing viewings, negotiating deals, and providing market insights.
Real Estate Agent assisting clients with buying, selling, and leasing properties in Abu Dhabi. Leveraging local market knowledge and building client relationships for successful transactions.
Senior Consultant managing customer enablement strategy for tax software platforms at Ryan. Leading onboarding, training, and adoption initiatives impacting product success and customer satisfaction.
Employee Engagement Consultant responsible for educating clients on collective retirement plans. Creating communication strategies and supporting client engagement initiatives while maximizing participation.