Client Relationship Manager

2 weeks ago

Sydney, New South Wales, Australia beBee Careers Full time $90,000 - $120,000 per year
About the Role

We are seeking a highly skilled Investment Counsellor to join our team. As an Investment Counsellor, you will be responsible for creating and building new client relationships and instilling trust within the investment industry.

Your primary responsibility will be to educate clients on our top-down portfolio strategy, their investments, and important market events. You will also proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track toward their long-term financial goals.

  • Education: University degree or equivalent combination of experience
  • Experience: 5+ years in the investment industry
  • Skills: Strong communication and interpersonal skills

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