High Net Worth Client Relationship Manager

1 day ago

Sydney, New South Wales, Australia beBeeInvestment Full time $1,025,000 - $1,414,000
Job Description

We are seeking a seasoned investment professional to partner with our team and provide exceptional client service. As an Investment Counsellor, you will be responsible for building and maintaining relationships with high-net-worth clients, educating them on our top-down portfolio strategy, and proactively connecting with them to review their asset allocation and ensure we're on the right track toward their long-term financial goals.

You will work closely with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions.

The Opportunity

  • Become a key member of our team and contribute to the growth and success of our organization
  • Develop and maintain strong relationships with high-net-worth clients and educate them on our investment strategies
  • Collaborate with our internal teams to provide exceptional client service and support

Required Skills and Qualifications

To be successful in this role, you will need:

  • 5+ years of experience creating and building new client relationships and instilling trust within the investment industry (RG146 strongly preferred) or completion of studies meeting RG 146 standard
  • Knowledge of the Australian and/or New Zealand asset management industry, regulations, and procedures
  • University degree, suitable graduate diplomas, or equivalent combination of experience

Benefits

We offer a comprehensive benefits package that includes:

  • 100% paid premiums for our top-tier supplemental healthcare plan for employees and their qualified dependents
  • Super contributions at the applicable superannuation guarantee percentage specified in superannuation legislation up to the maximum superannuation contribution base
  • 20 days of annual leave, in addition to 10 paid holidays
  • Employee Assistance Program and other emotional wellbeing services

Why Join Us

We are committed to creating a workplace culture that values diversity, inclusivity, and continuous learning. We believe in empowering our employees to grow professionally and personally, and we offer a range of opportunities for development and advancement.

Join us and become part of a dynamic team that is passionate about delivering exceptional client service and making a positive impact in the investment industry.

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