Personalized High Net Worth Account Manager

5 days ago

Melbourne, Victoria, Australia beBeeAccount Full time $90,000 - $120,000

At CoinJar, we're seeking a highly skilled Account Manager to provide exceptional support to our most valuable users.

Job Description

This is an exciting opportunity to build long-term relationships with high-net-worth and institutional clients.

The ideal candidate will have excellent interpersonal skills, a strong understanding of cryptocurrency and financial products, and the ability to tailor their service and support to meet the unique needs of each client.

Key responsibilities include:

  • Building and nurturing relationships with VIP, HNW, and institutional clients, delivering proactive and responsive account management.
  • Acting as the primary point of contact for a portfolio of high-value clients, providing personalised support and expertise.
  • Partnering with internal teams to coordinate initiatives, feature rollouts, and support resolution.
  • Implementing engagement strategies, including tailored outreach, exclusive offers, and invitations to events.
  • Staying informed on competitor offerings and industry trends to inform product enhancements.
  • Leading proactive onboarding efforts for new clients, ensuring a seamless experience.
  • Managing inbound enquiries from sales, marketing, and institutional channels, ensuring prompt and accurate routing to relevant stakeholders.
  • Facilitating trade execution and hedging for clients as required.
  • Ensuring timely handling of client issues and requests, serving as their advocate within the business.

Required Skills and Qualifications:

  • Proven ability to build and maintain trusted relationships with high-net-worth or high-volume clients.
  • Strong understanding of financial products, trading platforms, and crypto.
  • Exceptional interpersonal skills and emotional intelligence, with a calm and solution-oriented approach to demanding client interactions.
  • 3+ years of experience in account management, client services, or relationship management, preferably in financial services, crypto, or high-value customer segments.
  • In-depth knowledge of institutional client structures, expertise in Self-Managed Super Funds (SMSFs) is a bonus.
  • Experience working with multiple departments and teams to deliver outcomes for clients.
  • Fluent in English, with clear and professional communication.

  • High Net Worth Account Manager

    2 weeks ago

    Melbourne, Victoria, Australia beBeeClient Full time $140,000 - $170,000

    At CoinJar, we are expanding our team to include a highly skilled VIP Client Specialist. This is an exceptional opportunity for a results-driven professional with excellent relationship-building skills to join our dynamic organization and make a lasting impact on our valued clients.The ideal candidate will be responsible for delivering tailored support to...

  • High Net Worth Accountant

    1 week ago

    Melbourne, Victoria, Australia beBeeFinancial Full time $120,000 - $150,000

    We are seeking a skilled Senior Financial Professional to join our team.About This OpportunityThis is a diverse and rewarding role offering exposure across management reporting, financial analysis, tax compliance, and investment support — all while building deep relationships with clients and their advisors.You will work closely with high-net-worth...

  • High Net Worth Family Accounting Leader

    1 week ago

    Melbourne, Victoria, Australia beBeeLeadership Full time $120,000 - $180,000

    Accounting Leadership OpportunityThis is a pivotal role offering the chance to oversee a high-performing accounting function, work directly with ultra-affluent clients, and collaborate with international teams.About UsWe partner with high-net-worth families to deliver sophisticated financial and accounting services. Our mission is to protect and grow...

  • High Net Worth Client Manager

    2 weeks ago

    Melbourne, Victoria, Australia beBeeWealth Full time $120,000 - $180,000

    Manage high net worth client portfolios, attract new business and develop relationships by providing lending expertise and wealth management advice in a full-time permanent position.Key ResponsibilitiesPortfolio Management: Manage a portfolio of high net worth clients to achieve financial goals and objectives.Business Development: Attract new business and...

  • High Net Worth Banking Expert

    1 week ago

    Melbourne, Victoria, Australia beBeeFinancial Full time $120,000 - $170,000

    High-Net-Worth Banking CareerDevelop a portfolio of high-net-worth clients and deliver tailored financial services.About the RoleAs a High-Net-Worth Banking expert, you will work closely with clients to understand their unique financial needs and goals. You will develop and implement personalized financial strategies to help your clients achieve their...

  • High Net Worth Investment Specialist

    1 week ago

    Melbourne, Victoria, Australia beBeeInvestment Full time $180,000 - $250,000

    As a wealth adviser, you will empower high-net-worth individuals and families to achieve their financial goals through market-leading investment expertise, innovative thinking, and robust risk management.Key ResponsibilitiesDeliver tailored investment advice and strategic planning to meet the unique needs of high-net-worth clients.Nurture trusted...

  • High Net Worth Portfolio Manager

    2 weeks ago

    Melbourne, Victoria, Australia beBeeFinancial Full time $120,000 - $180,000

    Senior Private Client Manager Job OverviewA senior professional is responsible for managing a portfolio of high net worth clients.This individual delivers tailored financial solutions to meet client needs, utilizing experience in private banking, business development and client acquisition.Key Responsibilities:Develop and manage key relationships with high...

  • High Net Worth Client Relationship Manager

    2 weeks ago

    Melbourne, Victoria, Australia beBeeAccount Full time $90,000 - $120,000

    As a trusted platform for buying, selling, spending and trading cryptocurrency since 2013, we continue to operate in the UK, Ireland, and the US.We are looking for an experienced Account Manager to serve as the primary point of contact for our most valuable users.Key Responsibilities:Build long-term relationships with high-net-worth clients, delivering...

  • High Net Worth Smsf Specialist

    2 weeks ago

    Melbourne, Victoria, Australia beBeeSmsf Full time $90,000 - $120,000

    Job SummaryWe are seeking an experienced SMSF Accountant to join our team. The ideal candidate will have a proven track record of managing high-quality SMSFs and delivering technical compliance.Key ResponsibilitiesManage end-to-end SMSF compliance, including financials, tax returns, and audit preparationWork directly with high-net-worth individuals and their...

  • High-Net-Worth Client Advisor

    1 week ago

    Melbourne, Victoria, Australia beBeeDiversity Full time $60,000 - $100,000

    Private Wealth Graduate ProgramAs a Private Wealth Graduate, you will be an integral part of our high-performing team, working closely with colleagues and clients to deliver exceptional results. This is an excellent opportunity to develop your skills and build a rewarding career in the financial services industry.The 15-month graduate program is designed to...