Financial Relationship Manager

1 week ago

Sydney, New South Wales, Australia beBeeAccount Full time $90,000 - $120,000

Delivering exceptional customer service is at the forefront of this exciting opportunity. As a skilled account manager, you will be responsible for maintaining strong relationships with valued customers.

This role involves both sales and marketing aspects, including monitoring accounts and retaining clients. You will serve as an ambassador for our company, carrying out our vision and products while continuously creating opportunities to increase client satisfaction and strengthen relationships.

Key responsibilities include:

  • Providing outstanding service aligned with our culture and values
  • Discussing financial markets and factors clearly with clients
  • Participating in company and industry events

Requirements include:

  • Outstanding communication skills (verbal and written)
  • Strong sales and service orientation
  • Excellent English, both written and spoken
  • Bachelor's degree in Finance, Economics, or Business Management from a well-known establishment
  • Understanding of the financial markets
  • 2 or more years of experience in the Financial industry (sales/AM)
  • Experience with Customer Service/Relationship Management and/or CRM

Ideal candidate qualities include:

  • Energetic and self-motivated
  • Ability to prioritize tasks and manage time effectively
  • Team player with excellent interpersonal skills
  • Will to learn and contribute to success

Benefits include:

  • Hybrid working model
  • Full home office setup
  • Monthly events

Our ideal candidate is a target-oriented individual with phenomenal communication skills.

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