Strategic Client Advisor

2 weeks ago

Sydney, New South Wales, Australia beBeeRelationship Full time $170,000 - $207,000
Key Responsibilities of a Relationship Manager

The primary objective of this role is to act as a trusted advisor to high-net-worth clients, collaborating with cross-functional teams to deliver exceptional customer experiences.

A key aspect of this position is developing and maintaining strong relationships with high-net-worth customers, providing them with tailored support and guidance to drive portfolio growth opportunities.

To achieve this, the successful candidate will have a proven track record in relationship management within the financial services sector, along with excellent communication and interpersonal skills.

The ideal candidate will be able to:

  • Build and maintain strong relationships with high-net-worth clients
  • Provide accurate and complete information to facilitate efficient client interactions
  • Proactively engage with customers to assess portfolio growth opportunities and provide strategic advice
  • Support client acquisition and referrals through effective communication and collaboration with business partners
Requirements
  • Minimum 2+ years' experience in relationship management within the financial services sector
  • Exceptional customer service and communication skills
  • Proven ability to work towards targets and KPIs

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