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Wealth Management Professional
2 weeks ago
Wealth Management Professional
">This is an excellent opportunity to work with investment advisers and drive growth through engagement, retention, and adoption of wealth management technology solutions.
">Key responsibilities include building and maintaining strong relationships, delivering tailored training on platform features and regulatory changes, conducting client meetings to review service performance, acting as an escalation point for account managers, analyzing data to identify trends, risks, and training needs, collaborating with sales, product, and marketing teams, gathering adviser feedback to inform product development, and monitoring adoption and implementing targeted engagement plans.
">Requirements:
">- 3+ years' experience in relationship management, ideally in wealth management, investment platforms, financial advice, or stockbroking
- Strong relationship-building and communication skills
- Ability to align technology capabilities with business objectives
- Analytical and data-driven mindset
- Solid understanding of wealth management and regulatory frameworks
- Proactive, client-centric, and adaptable
About the Role
">You will be working closely with investment advisers to deliver more efficient, client-centric advice. As a key member of our Customer Success team, you will be responsible for driving engagement, retention, and adoption of our wealth management technology solutions.
">Your Key Strengths:
">- Excellent relationship-building skills
- Strong analytical and problem-solving abilities
- Ability to communicate complex information effectively
- Collaborative approach to working with cross-functional teams
We Are an Equal Opportunity Employer
">We welcome applications from Aboriginal and Torres Strait Islander Peoples.
