Client Manager, Investment Management (12 month Contract) – ANZ Trustees – Sydney recruitment
ANZ Wealth and Private Australia provides a full range of financial products and services to help customers invest, grow and protect their wealth. Our specialist divisions; OnePath, E*TRADE, ANZ Private Bank, Investment Lending, Financial, Planning and Trustees are award winning industry leaders.
Currently we are looking for an individual with an investment management background and a strong client relationship focus to take up a 12 month fixed term contract as a Client Manager within the Client Management Team of ANZ Trustees.
As a Client Manager you will manage a portfolio of Trustee clients (Private Individuals and Entities) with a view to providing the highest level of service and expertise , in line with service propositions and offerings. You will also be responsible for identifying potential opportunities to increase depth and breadth of relationship with said clients.
In more detail this will involve:
- Provision of exceptional client management to existing ANZT clients, in collaboration with ANZT specialists (including Philanthropy and Account Control Management) and ANZP as relevant.
- Collaborate with ANZT specialist areas to coordinate technical product support.
- Work in partnership with the Head of Client Management to implement exit strategy for non-profile existing ANZT clients.
- Utilise appropriate client data to grow FUM and revenue for existing ANZT clients.
- Actively develop a deeper understanding of client's needs in line with ANZT solutions and client experience.
- Actively seek client feedback to modify and improve client experience standards.
- Support the implementation of engagement frameworks in partnership with the Head of Client Management to facilitate increased breadth and depth of client relationships.
- In partnership with Head of Client Management utilise client segmentation to implement ANZT client engagement opportunities to increase the depth/breadth of client relationships.
- Conduct client and market research to ensure solutions remain competitive and accessible to ANZT clients.
To be considered for this exciting 12 month contract you will need to have a strong investment management background with an understanding of Trustee Law and ideally an understanding of Charitable Foundations (philanthropy) and trusts. You will be RG146 compliant idealy with a Diploma in Financial Planning. You will also be extremely experienced in the provision of high level and technical client service to clients from diverse backgrounds, including CEOs, Chairman and legal/professional partners.
The above experience will be backed by exceptional negation and interpersonal skills along with highly developed problem solving skills and time management skills.