Key Account Manager

2 days ago

Greater Sydney Area, Australia Viola Private Wealth Full time $120,000 - $150,000 per year

Location:
Sydney CBD

Company:
Viola Private Wealth

Employment Type:
Full-time, in office

About Us

We are a boutique wealth management firm dedicated to providing exceptional financial guidance and personalized service to high-net-worth individuals, families, and foundations. Our mission is to help clients preserve and grow their wealth through thoughtful planning, expert investment portfolio construction, and a deep understanding of their unique goals and values.

The Opportunity

We are seeking a
Key Account Manager
to join our team and support the firm's advisors in delivering an exceptional client experience. This individual will play a central role in ensuring smooth account administration, managing day-to-day client needs, implementing investments, and maintaining the highest standards of service and professionalism.

Key Responsibilities

  • Proactively support a wide range of clients as a key point of contact for enquiries, account maintenance, and requests
  • Coordinate onboarding of new clients, including preparation of documentation, establishing accounts, and liaison with custodians, accountants, super funds etc
  • Execute investment recommendations across various platforms, broker accounts, unlisted managed fund applications, and capital calls
  • Manage account transfers, cash movements, and other operational workflows with precision and timeliness
  • Support advisors with meeting preparation, portfolio reporting and reconciliation, and client correspondence
  • Maintain accurate client records and ensure compliance with firm and regulatory policies
  • Collaborate across investment, operations, and compliance teams to ensure seamless client support
  • Identify opportunities to improve efficiency and enhance the client experience

Qualifications

  • 2–5 years + of experience in financial services, preferably in a wealth management, private banking, or investment advisory environment – has a desire to learn and further develop
  • Strong understanding of investment accounts, varied investment entities (SMSF, Family Trust etc), custodial platforms, client service processes
  • Exceptional attention to detail and highly organised – able to multitask across numerous active onboardings seamlessly
  • Good communicator with a high degree of professionalism, initiative, and client service orientation
  • Proficiency in Microsoft Office suite; experience with CRM systems

Why Join Us

  • Opportunity to work directly with senior advisors in a highly regarded private wealth business serving sophisticated clients
  • Collaborative, collegial team culture that values integrity, trust, and excellence
  • Exposure to all aspects of client relationship management and wealth advisory processes
  • Competitive compensation package

  • Key Account Manager

    1 week ago

    Greater Sydney Area, Australia Combined Group Full time $90,000 - $120,000 per year

    Company DescriptionCombined Group specializes in bringing innovative products from overseas to the Australian market, focusing on the Construction and Lifestyle categories. With ecommerce access and a national distribution network, we ensure successful product launches across Australia. Our aim is to deliver quality and innovation through our extensive...

  • Key Account Manager

    2 weeks ago

    Greater Melbourne Area, Australia Six Degrees Executive Full time $120,000 - $180,000 per year

    Company Overview:Our client is a global leader in sustainable packaging solutions, recognised as one of Australasia's most innovative businesses for ten consecutive years. With operations spanning packaging, reuse and recycling, they are committed to closing the loop in the circular economy. Their advanced polymer science and recycling capabilities ensure...

  • Account Director

    2 weeks ago

    Sydney, New South Wales , Australia Demo Account Full time $120,000 - $180,000 per year

    Summary:We are seeking an experienced Account Director to oversee and manage our client accounts across all industries. The ideal candidate will have a proven track record of building and maintaining strong relationships with clients, driving revenue growth, and leading a team of account managers.Responsibilities:Develop and execute strategic account plans...

  • Key Account Manager

    4 days ago

    Sydney, Australia AMP Limited Full time

    If you live in Australia or New Zealand, you’ve likely heard of AMP. But at a time when society is changing, we are too. We’re now a nimbler business with new leadership and thinking. For us, these are exciting times. There’s a real potential for big thinkers to help us redefine what financial services could be. And turn our legacy into something even...

  • Key Account Manager

    6 days ago

    Sydney, Australia Just Eat Takeaway.com Full time

    The Key Account Executive role is dedicated to supporting the growth of key restaurant partners alongside their Key Account Manager (KAM) on the Menulog platform, Estate rollouts and reporting. **Key Duties and Responsibilities**: - Manage and lead a high performing Key Account Manager/Executive/Coordinators - Overall responsibility for the day to day and...

  • Key Account Manager

    2 days ago

    Sydney, Australia Found People Full time

    Secure Full time position in family friendly company - Key Account Manager Role with $$$ - National Account with cutting edge technology firm **About the company** Award Winning Audio Visual / ICT Digital Integration company located in Brisbane CBD. They have a family orientated environment and friendly supportive team. At the forefront of their industry,...

  • Key Account Manager

    12 hours ago

    Sydney, Australia PUMA Full time

    **SALES** **KEY ACCOUNT MANAGER**: - Sydney, Australia**YOUR MISSION**: To support the objective of driving profitable and sustainable market share and net sales growth within assigned Key Accounts, delivering against the budget and commercial expectations, while executing in respect to PUMA standards and qualitative brand objectives. -To drive and manage...

  • Key Account Manager

    1 week ago

    Sydney, New South Wales, Australia Pentland Brands Full time $80,000 - $120,000 per year

    As Key Account Manager, you'll be the driving force behind Canterbury's commercial success across Australia's key accounts. You'll build and nurture long-term, profitable partnerships that elevate our brand presence, deliver strong sales performance, and align with our strategic priorities. You'll play a pivotal role in shaping Canterbury's future in the...

  • Key Account Manager

    2 days ago

    Sydney, Australia Vendito Consulting Full time

    Sector- Construction - Job type- Full Time - Contact- 0488 825 673- Location- Sydney - Salary- 70k/year - 100k/year - Reference My client is a prominent timber and hardware retailer operating in New South Wales. We are committed to providing high-quality products and exceptional service to our customers, ranging from contractors and builders to homeowners...

  • Key Account Manager

    12 hours ago

    Sydney, Australia HAYS Full time

    A leading global distributor of toys and games is looking for a Key Account Manager to join their retail team. **Your new company** Is major global playing in the niche space of Toys and games, distributing some of the best known household brands, loved by families worldwide. The company are a big partner with of some of the top brands in the world, from...