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FNZ

Global wealth management platform for institutions

Account Manager

Customer SupportConfirmed live in the last 24 hours
Full-timeSydney NSW, AustraliaNo salary listedIn-person

About the Job

Requirements

  • Some experience or understanding of financial markets, trading, or settlements.
  • A genuine interest in developing knowledge of capital markets.
  • Experience with CHESS, ASX settlement processes, IRESS, FIX, SWIFT, or GBST platforms is beneficial, but not required.

Responsibilities

  • Support onboarding of new client accounts, including anti-money laundering and know-your-customer requirements.
  • Manage day-to-day client and trade queries, acting as a key link between clients, traders, and internal teams.
  • Support trade capture, bookings, confirmations, and allocations.
  • Complete trade and account reconciliations and investigate discrepancies.
  • Support settlements, including pre-matching, inventory management, and failed trades.
  • Assist with corporate actions, cash and holdings management, and other post-trade activities.
  • Build strong relationships with clients and provide responsive, high-quality service.

Desired Qualifications

  • Strong communication and relationship-building skills.
  • An organised approach and ability to manage competing priorities and deadlines.
  • A proactive mindset and willingness to take ownership and learn.
  • A collaborative style and interest in contributing ideas rather than simply following established processes.

About the Company

FNZ

Global wealth management platform for institutions

FNZ gives large financial institutions a single, digital wealth management platform to offer wealth services. It integrates asset management, retail banking, life insurance and private banking capabilities into one online proposition that advisers and customers access via online banking. Revenue comes from platform fees, service charges, and strategic partnerships. The company differentiates itself through its scale, breadth of integrations, and track record of helping major institutions (e.g., Aviva and Abrdn) accelerate growth and transform how wealth management is delivered. Its goal is to enable institutions to provide personalized, efficient wealth management at scale, simplifying the customer experience and improving outcomes for advisers and clients.

Company size
5,001-10,000
Company stage
Growth Equity (Venture Capital)
Total funding
$3B
Headquarters
London, United Kingdom
Founded
2003

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