Client Relationship Manager

17 hours ago

Sydney, New South Wales, Australia beBeeClientRelationshipManager Full time $80,000 - $120,000
About the Role

We are seeking a driven professional to fill the position of Client Advocate.

You will serve as a trusted advisor to high-net-worth clients, working collaboratively with cross-functional teams including Sales, Client Management, Trading, and Marketing.

Your primary responsibilities will include:

  • Establishing and maintaining strong relationships with high-net-worth customers by understanding their needs, financial objectives, and circumstances;
  • Providing exceptional client experiences through regular communication, follow-up, KYC checks, and market awareness;
  • Supporting our ongoing client lifecycle management program through regular updates of client information, purpose-driven interactions, and timely responses to inquiries;
  • Delivering accurate and comprehensive information to ensure efficient management of client interactions;
  • Proactively engaging with customers to maintain effective relationships and identify opportunities for portfolio growth;
  • Supporting client acquisition and referrals by assisting leads from business partners;
  • Communicating with clients via email, phone calls, webinars, and podcasts in collaboration with our marketing team who will provide relevant content;
  • Preparing market commentaries as needed;
  • Meeting annually with customers face-to-face and conducting monthly discussions regarding their ongoing progress;
  • Contributing to side projects that support the team and other departments;

To be successful in this role, you will need:

  • A minimum of 2+ years of experience in relationship management within the financial services sector;
  • Experience in sales environments offering diversified solutions;
  • Exceptional customer service and communication skills, both written and verbal;
  • A proven track record meeting weekly or monthly targets and KPIs;

This is an excellent opportunity for a skilled professional to grow their career while making a positive impact on our clients' lives.

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