High Net Worth Customer Manager

1 week ago

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

As a key member of our team, you will guide and manage our high net worth private customers throughout their relationship with us.

Your primary responsibilities will include initial account opening, understanding customer requirements, and executing deals to meet their needs.

You will adhere to standard processes and regulatory requirements, ensuring that your actions always prioritize the best interests of your customers.

Nurturing strong relationships with your clients is crucial to maximizing repeat transactions and efficiently managing your pipeline and client base.

Monitoring key performance indicators (KPIs) is essential to achieving revenue targets and optimizing activity levels.

Staying up-to-date with market developments and actively seeking opportunities for growth and improvement are also key aspects of this role.

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