Wealth Management Jobs

Protect assets and manage risks in a diverse set of roles

Private wealth creates opportunities for individuals to manage and grow their private wealth through numerous strategic investments, such as diversifying investments, engaging in financial planning, utilising tax-efficient strategies, and seeking advice from wealth management professionals.

Private wealth can have significant implications for an individual or family's financial security, lifestyle, and opportunities. It can provide financial stability, support future generations, facilitate charitable giving, and enable access to exclusive opportunities and services.

Keegan Adams has a significant track record of success within financial planning, family office, private wealth, and investment advice companies where we provide recruitment solutions from leadership, mid-level to entry-level positions on a temporary or permanent basis.

  • Private Wealth Advisor

  • Research Analyst

  • Relationship Manger

  • Associate Advisor

  • Portfolio Administrator

  • Fund Operations

 

 

 

 

The life of an

Insurance Underwriter

Learn about the education and skills required of an Underwriter, one of the many roles we recruit for in Insurance.

Day-to-day tasks

During a typical day as an Underwriter, you’ll evaluate insurance applications, determine the appropriate premiums, and decide whether to approve or deny coverage. You’ll also process endorsements, audits, and cancellations, follow-up on renewal quotes, and negotiate insurance policy terms with agents and brokers.

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Claire Tate

Claire is the Managing Director and Co-founder of Keegan Adams and has been a part of the business since its inception in 2010, fostering long term …

Alice Pipes

Alice began her recruitment career in 2010, joining Keegan Adams Recruitment shortly after they launched.

Danielle Wong

Danielle’s recruitment career began in 2005, although the highlight has been the last 6 years with Keegan Adams, as an Owner and as Director of …

Our partnership empowers you to succeed

We’re creating tailored recruitment experiences across all of our key industries.
See what we can create for you.

Insights from our experts

Are you satisfied with your bonus?

In 2024, the Australian investment and wealth management industry is navigating a period marked by changing market conditions, regulatory shifts, and evolving workforce expectations. Bonuses and salary increases have become critical factors in attracting and retaining top talent, especially as firms strive to balance performance incentives with cost management amid uncertain economic landscapes.   Trends…

Extra 10%

Job hunting can be a daunting and stressful process. You need to stand out from the crowd and impress potential employers with your skills, experience and personality. But how do you prepare for this challenge and perform well during the recruitment process? Here are some tips that are not commonly discussed, but can make a…

Four hiring trends in 2023 + four predictions for 2024

Four hiring trends in 2023 + four predictions for 2024   Market trends in 2023  The great slowdown When this year began, there seemed a disconnect between the gloomy outlook forecast by media and the amount of work we were engaged in with clients. Despite what pundits were reporting, the financial services industry labour market…

Why you need a good CV more than ever.

With everyone working remotely, the written parts of your job application are essential for getting your application over the line. Here’s some tips on making your CV/resume shine. With the world becoming more digital and less personalised, a strong CV is more important than ever for landing you that next role. Many places are back…

Want to nail your next job interview? From industry professionals to you, here are our top tips.

Interviews have become even more critical in the war for talent.  Employers are looking far beyond what you look like ‘on paper’. They want to understand your motivations and drivers. They want to find people who are a good cultural fit and who are going to be part of their future. Over the last 2 years…

How Shifting Your Recruitment Approach Can Help You Attract Better Candidates

The new war for talent In the current talent market, incentives that were previously cutting edge are now basic expectations. Some form of flexible work options are a given. Candidates expect above market salaries. Candidates receive multiple offers and counter offers. To be competitive in the new war for talent, firms are becoming more innovative in…

Six considerations when recruiting top talent right now

For many of us, extended lockdown is coming to an end. This is creating a big challenge for employers who are trying to attract the best talent in a market that is already fiercely competitive. Here are some considerations for employers wanting to hire the best people. The current jobs market is the most competitive…

Speed, strategy and counter-offers: how to navigate an ‘intense’ job market

An unusually buoyant job market has seen recruitment processes moving very fast, and candidates receiving multiple offers within a short time. Here we discuss how both employers and candidates can navigate this situation. Recently, we had a candidate who was looking for a new role in operations at an investment management company. They ended up…

Insights from our experts

Are you satisfied with your bonus?

In 2024, the Australian investment and wealth management industry is navigating a period marked by changing market conditions, regulatory shifts, and evolving workforce expectations. Bonuses and salary increases have become critical factors in attracting and retaining top talent, especially as firms strive to balance performance incentives with cost management amid uncertain economic landscapes.   Trends…

Extra 10%

Job hunting can be a daunting and stressful process. You need to stand out from the crowd and impress potential employers with your skills, experience and personality. But how do you prepare for this challenge and perform well during the recruitment process? Here are some tips that are not commonly discussed, but can make a…

Four hiring trends in 2023 + four predictions for 2024

Four hiring trends in 2023 + four predictions for 2024   Market trends in 2023  The great slowdown When this year began, there seemed a disconnect between the gloomy outlook forecast by media and the amount of work we were engaged in with clients. Despite what pundits were reporting, the financial services industry labour market…

Lady on Laptop
Why you need a good CV more than ever.

With everyone working remotely, the written parts of your job application are essential for getting your application over the line. Here’s some tips on making your CV/resume shine. With the world becoming more digital and less personalised, a strong CV is more important than ever for landing you that next role. Many places are back…

Want to nail your next job interview? From industry professionals to you, here are our top tips.

Interviews have become even more critical in the war for talent.  Employers are looking far beyond what you look like ‘on paper’. They want to understand your motivations and drivers. They want to find people who are a good cultural fit and who are going to be part of their future. Over the last 2 years…

How Shifting Your Recruitment Approach Can Help You Attract Better Candidates

The new war for talent In the current talent market, incentives that were previously cutting edge are now basic expectations. Some form of flexible work options are a given. Candidates expect above market salaries. Candidates receive multiple offers and counter offers. To be competitive in the new war for talent, firms are becoming more innovative in…

Six considerations when recruiting top talent right now

For many of us, extended lockdown is coming to an end. This is creating a big challenge for employers who are trying to attract the best talent in a market that is already fiercely competitive. Here are some considerations for employers wanting to hire the best people. The current jobs market is the most competitive…

Speed, strategy and counter-offers: how to navigate an ‘intense’ job market

An unusually buoyant job market has seen recruitment processes moving very fast, and candidates receiving multiple offers within a short time. Here we discuss how both employers and candidates can navigate this situation. Recently, we had a candidate who was looking for a new role in operations at an investment management company. They ended up…