Building Strategic Relationships

1 week ago

Perth, Western Australia beBeeRelationship Full time $60,000 - $90,000
Client Relationship Manager Job Summary

This is a pivotal role where you will be responsible for providing exceptional administrative support to wealth management activities.

As a Client Relationship Manager, you will work closely with Private Wealth Advisers to build and maintain strong relationships with new and existing clients.

You will be the first point of contact for clients, responding to their queries and requests in a professional and courteous manner.

Key responsibilities include scheduling client meetings, managing diaries, preparing documents for client reviews, maintaining accurate records, and liaising with key stakeholders to ensure all tasks are completed within set time frames.

  • Provide high-quality administrative support to Private Wealth Advisers in building and maintaining client relationships.
  • Schedule client meetings and manage calendars efficiently.
  • Prepare and present client documents, ensuring accuracy and attention to detail.
Requirements

To be successful in this role, you should have previous experience in a similar capacity within the financial services industry or a related field.

A seasoned professional, you possess excellent communication skills, are hard working, resilient, and committed to delivering outstanding results for clients and colleagues.

Proficiency in using Microsoft Office suite applications is essential, with expertise in XPLAN software being a significant advantage.

Strong analytical and problem-solving skills, along with excellent attention to detail and customer service skills, are also required.

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