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High-Net-Worth Client Relationship Manager

2 weeks ago

Sydney, New South Wales, Australia beBeeInvestment Full time $90,000 - $150,000

Unlock a new chapter in your finance career as an Investment Counsellor.

At our firm, you'll have the opportunity to work with a roster of high-net-worth clients, providing them with expert investment advice and guidance. Our unique approach focuses on separation of sales and client service, allowing you to concentrate on delivering exceptional results for your clients. With a globally diverse portfolio, you'll be working towards bettering the investment universe.

The Opportunity:

As an Investment Counsellor, you will play a key role in partnering with our internal teams to deliver outstanding client service. You'll be the voice of our company, building trusting relationships with our clients and educating them on our top-down portfolio strategy. With a focus on long-term financial goals, you'll proactively connect with clients on a regular basis to review their asset allocation and ensure we're on the right track.

The Day-to-Day:

  • Build strong relationships with clients by communicating effectively and providing tailored solutions
  • Educate clients on our investment strategies and keep them informed about market events
  • Work closely with our sales team to build your roster of high-net-worth clients and develop lasting relationships

Requirements:

  • 5+ years of experience creating and building new client relationships within the investment industry (RG146 preferred) or equivalent qualifications
  • Strong knowledge of the Australian and/or New Zealand asset management industry, regulations, and procedures
  • University degree or suitable graduate diplomas
  • Proven ability to yield a thoughtful consultative approach with an emphasis on client focus

Benefits:

  • 100% paid premiums for our top-tier health plan
  • Super contributions at the applicable superannuation guarantee percentage specified in superannuation legislation up to the maximum superannuation contribution base
  • 20 days of annual leave, in addition to 10 paid holidays
  • Employee Assistance Program and other wellbeing services
  • $10,000* fertility benefit
  • A collaborative working environment that offers ongoing training, educational support, and employee appreciation events

*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.

We are an equal opportunity employer.