Wealth Relationship Manager

2 weeks ago

Sydney, New South Wales, Australia beBeeOpportunity Full time $80,000 - $120,000

Career Opportunity

Are you seeking a career that offers personal growth and professional development? Do you want to work in an environment that values your contributions and provides opportunities for advancement?

We're looking for a driven individual to join our team as a wealth relationship manager. In this role, you'll have the opportunity to build strong relationships with clients and help them achieve their financial objectives.

About the Role:

  • Conduct introductory calls and discovery meetings with potential clients to understand their needs and goals
  • Utilize our technology systems to track and convert leads into new business opportunities
  • Help clients appreciate the value of high-quality, award-winning financial advice
  • Work in a dynamic, collaborative environment with a talented team

What We Offer:

  • A supportive and inclusive company culture
  • A competitive compensation package including salary, bonus, and equity
  • Flexible working arrangements to suit your lifestyle
  • Ongoing training and development opportunities to enhance your skills

Requirements:

  • 2+ years of experience in sales or a related field
  • Strong communication and interpersonal skills
  • High motivation levels to drive business growth and success
  • Ability to work well in a team environment
  • Strong ethics and values to uphold our reputation

If you're excited about this opportunity, please apply with your CV and cover letter.

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