
Fostering Client Relationships
1 week ago
About the Role:
- As a Relationship Manager, you will play a critical role in delivering exceptional service to our clients.
- You'll be responsible for managing a portfolio of clients and fostering relationships while also overseeing operational efficiencies within the team.
Key Responsibilities:
- Serve as the primary point of contact for fund managers and investors, ensuring a seamless experience and delivering timely unit pricing and registry services.
- Develop a deep understanding of each client to ensure we are well placed for the provision of solutions and client service.
- Identify opportunities to streamline operations and enhance the client experience.
- Ensure all managed fund activities comply with relevant regulations and internal policies and are consistent with our Constitution and Information Memorandum.
- Build a high-performing and accountable team by providing clear guidance and leadership through developing, coaching, and mentoring.
- Collaborate closely with an offshore team and manage direct reports, monitoring workflow effectively.
- Participate in business development activities to continually grow the division and attract new clients.
About You:
- Strong client relationship and stakeholder management skills.
- Leadership experience with the ability to mentor and guide a team.
- Excellent analytical and problem-solving skills.
- Ability to work in a fast-paced environment and manage multiple priorities.
- Knowledgeable in various asset types and financial markets.
A career at William Buck means joining a professional services organisation with a reputation for quality, excellence, and a rare culture. Established in 1895, we employ some of the brightest minds. A career here means joining a community of professionals across Australia and New Zealand, focused on collaboration and supporting one another's growth.
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