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Client Success Specialist
2 weeks ago
Overview
We are a leading trustee company, helping our clients grow, manage and protect their wealth now and for generations to come.
As a Relationship Manager, you will be responsible for managing a diverse range of clients, ensuring their financial needs are met and their investment portfolios are effectively overseen.
You will regularly communicate with clients, their families, health professionals, and other key stakeholders to deliver optimal outcomes, always adhering to trustee requirements as specified in relevant Acts.
Key Responsibilities:
- Manage a wide range of compensated clients
- Ensure their financial needs are met and their investment portfolios are effectively overseen
- Communicate regularly with clients, their families, health professionals, and other key stakeholders
Requirements:
- Significant experience in a relationship manager role, preferably financial or legal fields
- Strong organisational skills and a passion for supporting individuals from diverse backgrounds and cultures, especially those with limited capacity
- The ability to multi-task in a busy environment
- Self-driven with a 'can-do' attitude
- High resilience and emotional intelligence, with a thoughtful and considerate approach
Benefits:
- A warm, open and supportive culture
- An attractive remuneration package, including reward and recognition programs
- An employee wellness program, including discounted health insurance and an employee assistance program
- A workplace volunteering and giving program to enable you to help others in the community
- Discounted tax and estate planning services
- Great central CBD location, modern office fit-out and end-of-trip facilities
