Client Relationship Manager - Great Role for a 1st Time Mover!

Location: Melbourne CBD, Victoria
Contract Type: Permanent
Specialisation: Banking & Financial Services
Salary: AU$60000.00 - AU$70000.00 per annum
REF: BBBH226840_1539323301

The client:


My client is a large financial advisory firm based in a prime location in Melbourne's CBD. They have over 30 advisers and are known for their friendly culture and a policy of promoting from within. Their clients are predominantly High Net-Worth and they offer advice across all strategy types.

Due to an increase in volumes they have an immediate need for a Client Relationship Manager to join in a permanent role. With a history or promoting from within this could put you on the path to a successful career.

The Role

  • Provide administrative, technical and compliance support to senior advisers.
  • Prepare strategically accurate statements of advice across a diverse range of strategies.
  • Be the first point of contact for all client queries. Build lasting client relationships and manage their correspondence.
  • Ensure the accurate reporting of all client portfolios.
  • Review existing procedures and play a key role in process improvement projects.
  • Mentor junior staff members and help establish training programmes on a team and individual level.


The Candidate

Successful candidates will have:

  • Previous experience in an operations or adviser support role within financial services.
  • A mature and motivated attitude.
  • Excellent communication skills and a passion for financial services.
  • An organised manner and the ability to prioritise your work.
  • A friendly and enthusiastic personality.

If you are interested in hearing more about the role, please apply via this website and I will provide feedback on your application as soon as possible.

Julian Soames
Principle Consultant - Banking and Financial Services