Relationship / Sales Manager recruitment
The roles will incorporate:• Drawing on sales skills to build and maintain relationships • Providing an exceptional level of customer service • Implementing new sales and marketing campaigns• Educating financial advisers to help solve their clients’ needs• Supporting existing and prospective client firms over the telephone• Mentoring and training new team members• Arranging client meetings for Field Relationship Managers• Attending and supporting IFA and industry conferences and seminars• Constantly improving product and industry knowledge• Improving internal systems and enhancing Read more […]
Relationship/Client Manager – UHNW Firm – Career Progression
UHNW Wealth Management Firm – CBDWorking with top tier financial planners HNW clientsJoin a vibrant team culture – receive full trainingTHE 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 Read more […]