High Net Worth Client Manager

1 week ago

Sydney, New South Wales, Australia beBeeClient Full time $100,000 - $134,000

Delivering exceptional client experiences and fostering strong relationships is at the core of this role.

The ideal candidate will have a proven track record of managing high-net-worth clients, providing tailored solutions, and consistently meeting or exceeding client expectations.

We are seeking a skilled Client Manager to join our dynamic team within the yachting industry.

Key Responsibilities:
  • Develop and execute customized strategies to meet the unique needs of high-net-worth clients
  • Proactively identify opportunities to upsell and cross-sell products and services to existing clients
  • Collaborate with clients to deliver successful product implementations, effective onboarding, and general management of their lifecycle
  • Identify gaps in the product that could provide extra value to clients and help improve other processes and services
Requirements:
  • Relevant experience as an Account Manager, Client Relationship Manager, or similar is essential
  • Confidence and competence in looking after a portfolio of high-net-worth clients
  • Strong analytical skills and ability to provide sound recommendations to clients and internally within the business
  • Additional experience or knowledge of financial services (specifically FinTech), technology (mobile apps) and/or the yachting industry would be advantageous
What We Offer:
  • Fully remote work arrangement from anywhere in Sydney, AU
  • Flexible working arrangement allowing prioritisation of family, friends, hobbies, and other commitments
  • The opportunity to join a growing start-up organisation offering future career progression opportunities
  • Generous/unlimited holiday and benefits such as private healthcare, life insurance, and pension

This role would be ideal for an individual with experience working as a Client Manager, Customer Success Manager, Client Services Manager, Account Manager, Sales Manager, or similar, who is keen to develop their career within a progressive company specialising in Fintech products and technologies in the yachting industry.

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