Client Relationship Manager

4 days ago

Sydney, New South Wales, Australia beBeeInvestor Full time $60,000 - $80,000
Global Client Group

The Global Client Group is a blend of client service and business development professionals working closely together to build strong relationships with the largest and most sophisticated asset owners in the country.

This team utilises a detailed level of Dimensional-specific investment and servicing expertise to connect with a wide range of clients. Key Responsibilities:

  • Data gathering for client/pre-client requests, questionnaires, presentations and meetings.
  • Client Relations Management database maintenance.
  • Initial presentation deck creation.
  • Meeting preparation document creation.
  • Competitor Analysis.
  • Market Mapping/Trends Research.

To be successful in this role you will need to have excellent communication skills, both verbal and written. You should also be detail oriented, able to think in a structured and analytical manner, and be able to work equally well independently and in a team environment.

We welcome applications from individuals who are interested in investing and have a passion for building strong relationships with clients.

Requirements:

  • Interest in investing.
  • Exceptional communication skills, both verbal and written.
  • Detail oriented, with the ability to think in a structured and analytical manner.
  • Able to work equally well independently and in a team environment.
  • Strong analytical and quantitative problem-solving skills.

Benefits:

We offer a variety of programs to help take care of you, your family, and your career, including comprehensive benefits, educational initiatives, and special celebrations of our history, culture, and growth.

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