
Client Relationship Builder
13 hours ago
We are seeking a highly skilled Client Relationship Manager to join our team.
This role involves building and maintaining strong relationships with clients, ensuring high levels of satisfaction and business retention.
You will be responsible for identifying and pursuing new business opportunities from both existing and potential clients to meet and exceed sales targets.
A key aspect of this role is engaging proactively with investors, focusing on outbound calls to understand their needs, while also accommodating inbound calls and in-person meetings as required.
You will manage a portfolio of clients, addressing their needs and resolving issues promptly to ensure comprehensive account management.
Collaboration with internal teams is essential to ensure seamless service delivery and support business growth.
About the Role- Develop and maintain strong client relationships to drive business growth.
- Pursue new business opportunities through proactive engagement with clients.
- Manage client portfolios to ensure comprehensive account management.
- Collaborate with internal teams to deliver exceptional service.
- Sales Acumen – ability to identify and capitalize on business opportunities.
- Market Awareness: Stay informed about market trends and developments to provide relevant information to clients.
- Banking/finance experience – minimum three (3) years. Similar experience in a multi-asset funds management role will be highly regarded.
- Excellent verbal and written communication skills, with the ability to engage clients through various methods including phone calls, in-person meetings, and emails.
- Self-driven and capable of autonomously achieving their own outcomes.
- A flexible attitude with the ability to prioritise and adapt to changing workloads and tasks.
- Ability to remain calm and a team player during times of high pressure.
We offer a competitive salary package, alongside a range of employee benefits designed to support your wellbeing and career growth.
- Celebrate your birthday – with a paid day off, just for you.
- Give back – with paid volunteer days to support causes you care about;
- More time for you – purchase additional annual leave when you need it;
- Support for families – 18 weeks paid primary carer parental leave plus superannuation contributions;
- Wellbeing first – access to our Employee Assistance Program (EAP);
- Keep growing – with ongoing training and development opportunities;
- Unforgettable socials – from team events to celebrations you'll actually want to attend.
-
Relationship Builder
2 days ago
Sydney, New South Wales, Australia beBeeClientFocused Full time $120,000 - $160,000Job Description:As a seasoned relationship builder, you will play a pivotal role in cultivating and maintaining long-term connections with major corporate clients. Your primary responsibility will be to maximize client retention and commercial value by understanding their needs and delivering tailored solutions using our comprehensive range of products and...
-
Counsellor - Relationship Builder
2 days ago
Sydney, New South Wales, Australia beBeeInvestment Full time $100,000 - $160,000We are seeking a seasoned relationship builder to join our investment team.About the RoleAs an Investment Counsellor, you will be responsible for forging strong bonds with high-net-worth clients. You will work closely with our portfolio decision-makers and sales team to deliver exceptional service and provide personalized investment advice.Main...
-
Senior Relationship Builder
2 days ago
Sydney, New South Wales, Australia beBeeRelationship Full time $90,000 - $120,000As a Relationship Builder, you will play a key role in forging and maintaining strong connections with our clients.You will be responsible for identifying new business opportunities, developing strategic plans, and delivering exceptional customer service.Key Responsibilities:Relationship Management: Develop and maintain relationships with clients to ensure...
-
Sales Relationship Builder
1 day ago
Sydney, New South Wales, Australia beBeeAccount Full time $90,000 - $120,000Job OpportunityYou will take on the role of a relationship builder responsible for developing and maintaining ties with existing clients within the APAC hospitality sector.Main Responsibilities:Identify fresh business prospects and devise strategies to secure new customersEstablish and sustain robust relationships with key stakeholders, encompassing...
-
Corporate Relationship Builder
4 hours ago
Sydney, New South Wales, Australia beBeeRelationshipBuilder Full time $90,000 - $140,000Job Summary:We're seeking a driven and customer-focused relationship builder to build and maintain long-term partnerships with major corporate clients. This role requires close collaboration with our sales teams across Australia.This key position involves:Establishing deep connections with key accounts to maximize client retention and commercial...
-
Industry Relationship Builder
4 days ago
Sydney, New South Wales, Australia beBeeRelationship Full time $90,000 - $150,000Industry Connection SpecialistThe role involves reconnecting with past industry participants and lapsed stakeholders, highlighting the value of re-engaging with a dynamic community.About the Role:You'll build strong, trusted relationships with key industry figures and partners.We're looking for someone who is:A genuine relationship-builder with excellent...
-
Strategic Client Relationship Builder
15 hours ago
Sydney, New South Wales, Australia beBeeClientDevelopment Full time $60,000 - $120,000Client Development PositionWe are seeking a seasoned professional to join our team as a client development specialist.Job Description:This is an excellent opportunity for someone who enjoys building and maintaining strong relationships with clients. As a client development specialist, you will be responsible for identifying and pursuing new business...
-
Key Client Relationship Builder
14 hours ago
Sydney, New South Wales, Australia beBeerelationship Full time $80,000 - $120,000About the RoleThe Account Manager position plays a vital role in driving business growth and fostering long-term relationships with clients. Key responsibilities include building and maintaining client connections, identifying opportunities, and implementing effective strategies to maximize sales potential. To succeed in this role, candidates should possess...
-
Relationship Builder
5 days ago
Sydney, New South Wales, Australia beBeeRelationship Full time £45,091 - £46,000Job Role OverviewWe are seeking a skilled relationship-builder to join our team in delivering a new supported employment programme, Connect to Work.This role involves building and maintaining relationships with key stakeholders, ensuring the programme aligns with wider local strategies, and acting as the main point of contact for partners.Main...
-
Financial Relationship Builder
5 days ago
Sydney, New South Wales, Australia beBeeInvestment Full time $80,000 - $120,000Investment StrategistTo better the investment universe, we are seeking an Investment Strategist to join our globally diverse team. As a key partner in portfolio decision-making, you will be responsible for creating and building new client relationships, educating clients on our top-down portfolio strategy, and proactively connecting with clients on a...