A Relationship Specialist for Portfolio Growth

4 days ago

Sydney, New South Wales, Australia beBeePortfolio Full time $80,000 - $90,000

Relationships and Portfolio Growth Specialist

We are seeking a motivated and passionate specialist to join our team. As a key part of our client-facing team, you will act as a trusted advisor to high-net-worth clients working in collaboration with our Sales, Client Management, Trading, Dealing, Marketing and Research teams.

Key Responsibilities:
  • Develop, build and maintain strong relationships with high-net-worth customers by understanding their situation, financial aspirations and needs;
  • Act as the first point of contact for segmented clients, providing them with the best possible experience;
  • Support our ongoing client lifecycle management program through regular upkeep of client information, purpose-led interactions and timely responses to their queries;
  • Provide clients with accurate and complete information to ensure efficient management of client interactions;
  • Proactively contact customers on a regular basis to maintain effective relationships and continually assess portfolio growth opportunities;
  • Support client acquisition and referrals by assisting enquiries or leads from business partners;
  • Communicate with customers via email, phone (both inbound and outbound calling), webinar and podcasts in collaboration with our marketing team who will support you with relevant and purpose-driven content;
  • Write market commentaries as needed;
  • Meet annually with customers face-to-face if necessary and conduct monthly telephone discussions relating to their ongoing progress;
  • Assist with side projects to support the team and other departments.
Requirements:
  • Minimum of 2+ years' relationship management experience within the financial services sector;
  • Experience within a sales environment working diversified solutions;
  • Exceptional customer service and communication skills, both written and verbal;
  • Proven track record working towards weekly or monthly targets and KPIs;
  • The ability to manage multiple tasks while maintaining reliability and punctuality;
  • A hunter mentality, always looking for ways to grow and support our client aspirations;
  • Basic leadership skills;
  • Strong mathematical, analytical and problem-solving skills;
  • Strong attention to detail with emphasis on accuracy and timeliness.
About Our Organisation:

Our organisation is an institutional-grade financial services network that connects companies, organisations and investors to the global markets ecosystem through a unique blend of digital platforms, end-to-end clearing and execution services, high-touch service and deep expertise.

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