Client Relationship Manager

2 weeks ago

Sydney, New South Wales, Australia Keegan Adams Recruitment Pty Ltd Full time

About the Company

My client are a distinguished private wealth business dedicated to providing bespoke financial solutions to HNW and wholesale clients. They pride themselves on delivering exceptional client service, tailored wealth management strategies, and a holistic approach to financial well-being. As they continue to expand, they are seeking a highly motivated and detail-oriented Associate Advisor/Relationship Manager to join their dynamic team.

Role Overview:

As an Associate Advisor, you will play a critical role in supporting senior advisors in delivering comprehensive financial planning and investment advice. This position provides an excellent opportunity to develop your technical expertise in wealth management while contributing to the firm's continued success.

Key Responsibilities:

  • Assist senior advisors in preparing and executing customised financial plans and investment strategies.
  • Conduct research and analysis on financial products, market trends, and investment opportunities.
  • Prepare client reports, portfolio reviews, and presentations to support client meetings.
  • Collaborate with internal teams to enhance operational efficiency and client service delivery.
  • Maintain compliance with industry regulations and firm policies.

Qualifications & Skills:

  • Bachelor's degree in Finance, Economics, Business, or a related field.
  • Progress toward or completion of relevant certifications is preferred.
  • Prior experience in wealth management, financial planning, or investment advisory.
  • Strong analytical skills with the ability to interpret financial data and market trends.
  • Excellent communication and relationship-building skills.
  • High level of integrity, professionalism, and client-centric approach.

What You Get:

  • A collaborative and entrepreneurial work environment.
  • Exposure to HNW and wholesale clientele and complex financial planning scenarios.
  • Ongoing professional development and career growth opportunities.
  • Competitive compensation package, and hybrid working arrangements.

If you are a motivated professional looking to advance your career in private wealth management, we invite you to apply below.

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