Premium Client Service Specialist

7 days ago

Sydney, New South Wales, Australia beBeeRelationship Full time $120,000 - $135,000
Job Opportunity

We are seeking a skilled and experienced professional to join our team as a Relationship Manager. In this role, you will be responsible for servicing high net worth investors and assisting them with their investment needs.

This is an exciting opportunity for someone who is passionate about delivering exceptional service experiences and unlocking client value. You will have the opportunity to work with a talented team of professionals who share your passion for excellence.

  • Key Responsibilities:
  • Assist clients with placing, amending, and cancelling trades while providing live market insights and company updates.
  • Maintain deep expertise in financial markets and product offerings, using every interaction to provide education and support.
  • Resolve operational queries and issues in a timely manner, ensuring client satisfaction and compliance with regulations.
  • Promote investments and identify opportunities to grow client relationships, driving business growth and revenue.
  • Collaborate with cross-functional teams to ensure seamless service delivery, including marketing and product development.

About the Role:

This is a challenging and rewarding role that requires a high level of skill, experience, and knowledge. If you are a motivated and results-driven individual who is passionate about delivering exceptional service experiences, we would love to hear from you.

Requirements:

  • 3+ years' experience working in financial markets or a related field.
  • Strong financial markets knowledge and a passion for investing.
  • Proven relationship management skills and experience working with high net worth clients.
  • Mandarin language skills essential (Cantonese desirable).

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