Individual Client Relationship Manager

1 week ago

Australia beBeeCryptocurrency Full time $80,000 - $150,000
About This Role

We're seeking a seasoned sales professional to join our team as an Individual Sales Representative. In this role, you will be responsible for building and managing relationships with high-net-worth individuals and retail clients, driving client acquisition and retention.

As a trusted advisor, you will foster strong, personalized relationships with clients by understanding their financial objectives, risk profiles, and investment preferences. You will identify client needs and recommend tailored solutions to meet their goals, providing expert guidance throughout the onboarding process.

To succeed in this role, you must possess exceptional sales and communication skills, with the ability to adapt to diverse client needs and perform effectively under pressure. Prior experience in the cryptocurrency industry is highly desirable, but not required. A passion for cryptocurrency and blockchain technology is essential.

We offer a dynamic and supportive work environment that values diversity and inclusion. If you are a motivated and results-driven individual looking for a challenging opportunity to grow your career, we encourage you to apply.

  • Key Responsibilities:
  • Build and manage a portfolio of high-net-worth and retail individual clients, driving client acquisition and retention.
  • Foster strong, personalized relationships with clients by understanding their financial objectives, risk profiles, and investment preferences.
  • Identify client needs and recommend tailored solutions to meet their goals.
  • Guide clients through the onboarding process, ensuring a seamless and exceptional experience.
  • Collaborate with internal teams to enhance client-facing processes and contribute ideas for improving our offerings.
  • Analyze regional market trends to identify growth opportunities and develop targeted strategies for client acquisition.
Requirements:
  • 1-3 years of experience in individual sales or client services within financial services, such as wealth management, retail banking, investment advisory, or brokerage.
  • Demonstrated success in managing relationships with high-net-worth individuals, retail investors, or private banking clients.
  • Exceptional sales and communication skills, with the ability to adapt to diverse client needs and perform effectively under pressure.
  • Prior experience in the cryptocurrency industry is highly desirable.
  • Bilingual English/Mandarin is required to be able to coordinate with overseas partners and stakeholders.
  • Familiarity with CRM tools and client management processes is a plus.

We are committed to being an equal opportunity employer. We believe that having a diverse workforce is fundamental to our success.

  • Client Relationship Manager

    1 week ago

    Australia beBeeCollections Part time $50,000 - $70,000

    Our team is seeking a Collections Officer to play a vital role in the credit function.About the RoleThe successful candidate will be responsible for managing a portfolio of small business clients, building and maintaining strong relationships with them.This includes finding solutions for clients and ensuring correct payments are applied to accounts.You will...

  • Client Relationship Manager

    1 week ago

    Australia beBeeAccountPortfolio Full time $100,000 - $120,000

    Account Portfolio Development SpecialistThe ideal candidate will be responsible for cultivating and growing a customer portfolio of medium size client segments. This involves retaining existing clients, identifying new business opportunities, and implementing account set-up compliance through thorough documentation, data analysis, and strategic planning.Key...

  • Key Client Relationship Manager

    2 weeks ago

    Australia beBeeClientSuccess Full time

    Job DescriptionWe are seeking a seasoned professional to fill the role of Client Success Manager. This individual will be responsible for fostering strong relationships with our clients, ensuring their needs are communicated effectively to our team and that client expectations are met and exceeded.The ideal candidate will possess excellent communication...

  • Senior Client Relationship Manager

    1 week ago

    Australia beBeeLeadership Full time $100,000 - $150,000

    Job OpportunityWe are seeking a seasoned leader to manage client accounts and drive growth across various sectors.About the Role:Manage key client relationships and identify new business opportunitiesLead a high-performing team of consultantsDeliver exceptional customer service and relationship management Foster a collaborative and supportive team...

  • Building Strong Client Relationships

    1 week ago

    Australia beBeeCustomer Full time $63,000 - $89,000

    Delivering Exceptional Customer ExperiencesWe're seeking a highly skilled professional who shares our passion for delivering outstanding customer service and building strong client relationships.The ideal candidate will be responsible for providing superior service to our clients, developing strong client relationships, and delivering regular updates on the...

  • Relationship Manager

    2 weeks ago

    Australia HSBC Full time $150,000 - $200,000 per year

    Job descriptionPrincipal ResponsibilitiesIn this role you willProvides full-service banking and all transactions to Ultra High Net worth & High Net Worth individual clients, covering Australia, Japan & International markets, through the marketing of all appropriate company services Drive achievement against targets for revenue generation, product alignment,...

  • Client Relationship Specialist

    1 week ago

    Australia beBeeRelationship Full time $100,000 - $140,000

    Building Strong Client RelationshipsThis role focuses on developing long-term connections with clients, understanding their financial objectives, and delivering tailored solutions to meet their evolving needs.Key Responsibilities:Establish and maintain strong relationships through proactive communication and regular outreach.Analyse client data to identify...

  • Relationship Manager

    2 weeks ago

    Australia Sonic HealthPlus Full time $80,000 - $120,000 per year

    ABOUT USProudly Australian, Sonic HealthPlus is now the largest provider of corporate medicine in the country. With a national network of wholly owned metropolitan and remote clinics, we deliver Occupational Health, General Practice and integrated medical, paramedical and wellness services to both large and small corporate and community groups.ABOUT THE...

  • Client Relationship Specialist

    1 week ago

    Australia beBeeExecutive Full time $90,000 - $120,000

    The role of an Account Manager is a high-impact position that requires collaboration with property developers and home builders to showcase market-leading real estate platforms.Key Responsibilities:Present the value of lead generation, content marketing, and AI products to clients during appointments.Arrange meetings with sales and marketing teams to...

  • Senior Relationship Manager

    1 week ago

    Australia Profusion Full time

    OverviewBased in Canberra, the Senior Relationship Manager will be responsible for driving balance sheet and revenue growth through exceptional relationship management and deep client insights. Working across the Residential Real Estate, Commercial Real Estate, and Strata sectors, this individual will deliver tailored financial solutions, support complex...