Relationship Manager

7 days ago

Sydney, New South Wales, Australia Succession Recruitment Full time

Are you passionate about financial markets and building lasting relationships with high-value clients? Join an award-winning stockbroking firm that's leading the way in trading technology and client service.

We're seeking 2 (1 x English speaking and 1 x Cantonese speaking) dynamic and driven professionals to join our Relationship Management Team team as Relationship Managers/Client Success Managers.

Whether you're ready to take the next step in your career or bring your senior expertise to a new challenge, we'd love to hear from you

Why is this the company for me?

  • Be part of an award-winning stockbroking and trading business known for innovation and service excellence
  • Work with cutting-edge trading platforms and a premium client base
  • Competitive remuneration, incentives, and ongoing professional development
  • A collaborative and high-performing team environment
  • Opportunities to expand your career as part of a global financial services leader

What will my day to day look like?

Client Relationship Management & Retention:

  • Act as the primary contact for assigned clients, building long-term relationships and ensuring regular communication
  • Proactively address client needs, concerns, and feedback to ensure high satisfaction and retention
  • Resolve client issues promptly, providing timely support and guidance
  • Conduct training sessions to help clients maximize the value of our products or services

Client Acquisition & Upsell:

  • Identify potential acquisition opportunities and foster relationships with High-Net-Worth individuals, corporates and industry partners
  • Develop and implement strategies to monitor client portfolios and identify upsell opportunities
  • Achieve set KPIs for client growth and upselling

Internal Collaboration & Process Improvement:

  • Conduct regular check-ins and business reviews to assess performance, address challenges, and explore new opportunities
  • Represent the client's voice by sharing insights and feedback with internal teams to influence product development and enhance customer experiences
  • Collaborate with operations, trading desks, and marketing teams to ensure seamless service delivery

Key KPIs:

Your performance will be centred around:

  • Meeting business revenue targets
  • Client meetings and proactive engagement
  • Daily phone activity and pipeline management
  • Business development activity, including reactivations and cross-selling
  • Maintaining the highest service standards to drive client retention and satisfaction

What skills and experience do I need for this role?

  • Tertiary qualification in a relevant discipline, preferably in Business, Commerce, or Finance
  • 2+ years of experience in client service and sales within stockbroking, asset management, financial planning, or similar fields
  • Strong interpersonal and communication skills, with the ability to build trust and rapport with clients at all levels
  • Excellent problem-solving and conflict-resolution abilities
  • Capable of managing multiple accounts and priorities in a fast-paced environment
  • Self-motivated with a results-oriented mindset, focused on client satisfaction and business outcomes
  • Experience working collaboratively in a team environment
  • Proven ability to manage high-net-worth clients and professionals effectively
  • Experience with equities investing or superannuation is a plus
  • RG146 qualification to provide general advice

Sounds Great How do I apply?

If you're a client-focused professional who loves financial markets and wants to drive success for both clients and your career, apply now

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