Senior Client Relationship Manager - Growing Firm

Location: Melbourne CBD, Victoria
Contract Type: Permanent
Specialisation: Banking & Financial Services
Salary: AU$55000 - AU$65000.00 per annum + Super
REF: BBBH93519_1494920386

The Client

My client is a growing financial advisory firm based in the CBD. Due to their friendly culture, first class training scheme and excellent career development opportunities, they have a low staff turnover. A healthy work / life balance is encouraged as is a respectful and hard working work environment

Due to an internal promotion, they currently seek an exceptional candidate to join their Client Relationship Management team.

You will maintain a close working relationship with advisers across the business, while also playing a key role in the growth and development of staff on an individual and team level.

The Role

  • Provide administrative, technical and compliance support to senior advisers.
  • Prepare strategically accurate statements of advice and implement 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 Adviser Support role within financial planning or wealth management.
  • 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 would like to apply for the role please do so via this website. I will then provide feedback on your application as soon as possible.

Julian Soames

Senior Consultant - Banking and Financial Services