Strategic Client Advocate

2 weeks ago

Sydney, New South Wales, Australia beBeeClient Full time $120,000 - $170,000
Client Manager Role

We are seeking a skilled Client Manager to oversee key client relationships within our Wholesale Trustee business.

As a trusted advisor, you will be responsible for managing complex client portfolios and providing exceptional service to meet their evolving needs.

Key responsibilities include:

  • Ensuring timely completion of regulatory lodgements at year-end
  • Collaborating with senior management to ensure compliance and risk management best practices
  • Presenting at board and committee meetings as required

Our ideal candidate possesses a minimum 5 years of experience in Financial Services, with excellent client management skills and strong knowledge of fund structures.

They should also possess strong communication and interpersonal skills, with the ability to work effectively with clients and internal stakeholders.

If you have a passion for delivering exceptional client service and are looking for a challenging role that aligns with your career goals, we encourage you to apply.

Required Skills and Qualifications:

  • Minimum 5 years of experience in Financial Services
  • Excellent client management skills
  • Strong knowledge of fund structures
  • Strong communication and interpersonal skills

Benefits:

  • Up to 6 weeks of leave per year
  • Flexible work environment

About Us:

We are a leading fiduciary, custody and digital business operating in Australia and Singapore. Our company values underpin our unique culture, which drives our approach to day-to-day interactions with colleagues and clients, decision-making, and problem-solving.

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