Key Account Manager

1 day 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

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