HNW Relationship Manager
The ideal candidate will be responsible for developing a deep, strategic understanding of our clients' core business objectives and specific challenges.
You will serve as a relationship manager and one of the key points of contact for their Melbourne clientele. This position demands an extensive focus on Investment Strategy, specifically catering to the complex needs of Sophisticated High-Net-Worth and Ultra-High-Net-Worth clients.
Responsibilities: - Dialogue with clients to understand their business objectives and challenges
- Analyze clients' data and provide strategic recommendations to clients
- Actively managing client and stakeholder relationships.
- Engaging with high-net-worth and other clients to implement and manage portfolios.
Qualifications: - MUST have a Diploma of Financial Planning
- MUST have 4-6 years' of client relationship experience in Financial Planning & Wealth Management
- Ability to manage multiple projects and clients
- Strong communication and interpersonal skills
- Ability to work unsupervised & maintain excellent results
Send your CV to slillefosse@andersenpartnership.com or apply via the portal.
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