Strategic Client Partner
1 day ago
About EBR: We are a leading organization that provides top-notch financial services to our clients. Our mission is to deliver exceptional results and exceed expectations.
Salary: $80,000 - $110,000 per annum
Job Description:
We are seeking an experienced Associate Advisor to join our team in providing strategic guidance to our clients. As an Associate Advisor, you will be responsible for managing client relationships, preparing strategic plans, and collaborating with other divisions to achieve great outcomes.
Key Responsibilities:
- Manage the day-to-day client relationship and serve as the primary point of contact for client inquiries.
- Attend client meetings with Senior Advisors/Directors and present as required.
- Assist in the preparation of complex strategic documents.
- Liaise and work with other divisions to deliver outstanding results for clients.
- Research and develop financial strategies for clients across multiple entities.
- Prepare engagement letters and administer related tasks.
- Manage and track client portfolios.
Required Skills and Qualifications:
- Degree-qualified in Commerce, Economics, or a similar discipline.
- 3+ years' experience in financial planning/advice, superannuation consulting, technical roles, or accounting.
- Ideal background in paraplanning or client services.
- Exceptional client service focus.
- Excellent written and verbal communication skills.
- Good lateral thinking and problem-solving skills.
- Strong proficiency in Word, Excel, and Xplan.
About You:
If you are a highly motivated individual with a passion for delivering exceptional client experiences, we encourage you to apply for this exciting opportunity.
Benefits:
This role offers a competitive salary, opportunities for growth and development, and a dynamic work environment.
Join Our Team:
We look forward to welcoming a talented professional to our team.
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