Relationship/Client Manager – UHNW Firm – Career Progression
- UHNW Wealth Management Firm - CBD
- Working with top tier financial planners HNW clients
- Join a vibrant team culture - receive full training
THE COMPANY
Great opportunity to work as a CSM progress your financial planning career within a leading Wealth Advisory business.
- Great Work Environment
- Challenging and Varied Role
- Competitive Salary Package
THE OPPORTUNITY
This is an opportunity to join one of Australia's most respected Financial Planning practices and take part in a significant project implementing new software and processes across the business.
THE ROLE
This is a varied and challenging role. There are a number of different teams across the business and you will be working with top tier advisers support staff. You will also provide support to the Wealth Managers, placing trades, investment focussed and dealing with client queries.
THE CANDIDATE
The ideal candidate will have a minimum of 4+ years experience supporting Financial Planners, ideally in a boutique environment. You will need strong Word and Excel skills, and Xplan experience would also be an advantage. To be successful in this role you must be able to manage your own workflow effectively and have strong relationship technical skills.
You will be working in a friendly work environment with some of the best advisers in the industry, with plenty of support towards your own development.
If you would like to find out more, or you wish to express your interest in similar roles please contact Neil McDonald for a confidential discussion on 02 9247 5655, apply through the appropriate link - pressing on the apply button.