Client Relationship Manager

1 day ago

Brisbane, Queensland, Australia Berritta Consulting Full time $120,000 - $150,000 per year
  • Proven experience in fund management, relationship management, or a similar role within banking, wealth management, family offices, or financial services.
  • Background in professional services highly regarded, such as legal, accounting (including public practice), tax advisory, or senior financial advice roles.

Our client specializing in ultra-high-net-worth accounts and is seeking an experienced Relationship Manager to join their dynamic team. This is an exciting opportunity to contribute to the management and growth of sophisticated investment portfolios in a collaborative and professional environment.

Key Responsibilities:

  • Support client communications, this could be liaising with Accountants, Lawyers and other external service partners.
  • Build and maintain strong relationships with external fund managers, investment partners, and key stakeholders.
  • Monitor and evaluate fund performance, providing insightful analysis and recommendations to optimize investment strategies.
  • Collaborate with internal teams to align fund selections with client objectives and risk profiles.
  • Conduct due diligence on potential investment opportunities and prepare reports for decision-making.
  • Ensure compliance with regulatory requirements and best practices in fund management.

About You:

  • Proven experience in fund management, relationship management, or a similar role within banking, wealth management, family offices, or financial services.
  • Background in professional services highly regarded, such as legal, accounting (including public practice), tax advisory, or senior financial advice roles.
  • Strong understanding of investment funds, including alternative investments, equities, and fixed income.
  • Excellent communication and interpersonal skills, with the ability to engage effectively at all levels.
  • Tertiary qualifications in Finance, Business, or a related field; CFA or similar certifications highly regarded.
  • Ability to work autonomously while thriving in a team-oriented setting.
  • Commitment to discretion and confidentiality in handling sensitive financial information.

Salary is dependant on experience but will range between $120k to $150k + Bonus on top.

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