Investment Relationship Specialist

2 weeks ago

Sydney, New South Wales, Australia beBeeRelationship Full time $140,000 - $250,000
Job Overview

The Investment Relationship Specialist is a crucial role in providing exceptional service to clients. As the primary point of contact, you will be responsible for managing client relationships, responding to their inquiries and concerns, and delivering a positive experience.

Key Responsibilities
  • Cultivate Client Relationships: Establish and maintain strong relationships with clients through regular communication and proactive support.
  • Client Service: Respond promptly and effectively to client queries and concerns, ensuring that all commitments are met and delivered in a timely manner.
  • Business Development: Collaborate with internal stakeholders to identify opportunities and develop strategies to grow our business.
  • Market Knowledge: Stay up-to-date with market trends and developments, applying this knowledge to provide expert advice and guidance to clients.
Requirements
  • Experience: Minimum 5 years of work experience in a relevant role, preferably supporting high net worth clients.
  • Educational Background: Tertiary qualifications in a business-related discipline, such as finance or commerce.
  • Skills and Qualifications: Strong knowledge of financial markets and the financial services industry; detail-oriented with strong organizational skills.
About You

To succeed in this role, you will be an excellent communicator with strong interpersonal skills, able to build rapport with clients and internal stakeholders alike. You will also be a team player, able to collaborate with others to achieve shared goals.

What We Offer

We offer a dynamic and supportive work environment, with opportunities for growth and development. If you are a motivated and customer-focused individual looking for a new challenge, please apply.

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