Private Wealth Services - Client Services - Relationship Manager - Join a Leading Company

Job Title: Client Services Relationship Manager – Financial Advice

Essential Experience: Financial Advice, Client Services, understanding of the advice process - The ability to interrupt SOA's/ROA's. Hands on experience supporting financial advisers working with wholesale and/or retail clients.

Company:
Join our top-tier financial advice firm located in North Sydney, where we specialise in providing unparalleled financial guidance to ultra-high net worth clients. With a reputation for excellence and a commitment to personalised service, we strive to exceed our clients' expectations at every turn.

Position Overview:
We are seeking a Client Services Relationship Manager to join our dynamic team. As a Client Services Relationship Manager, you will play a pivotal role in ensuring the seamless delivery of financial advice to our esteemed clientele. Your responsibilities will include understanding the advice process, preparing advice documents, and collaborating closely with our implementation team, paraplanners, and advice assistant teams.

Key Responsibilities:

• Develop strong relationships with key clients and third-party professionals. Become a point of contact for them to call/email with all administrative tasks and queries.
• Work with your Adviser, the Onboarding Team and Implementation team to onboard Wholesale clients swiftly and accurately.
• Book client meetings and greet clients as they arrive in reception.
• Oversee your existing clients' Statement of Advice (SoA) and Review workflows to ensure timely delivery of documents.
• Ensure enhanced Fee Disclosure Statements (EFDS) and supporting forms are sent to clients and are signed and returned within required timeframes to ensure we are meeting our compliance obligations.
• Liaise with accountants and our outsourced administrators to ensure your clients' Self-Managed Super Funds (SMSF) remains compliant, and financials are completed in a timely manner. Work with your Adviser to ensure annual minimum pensions are met.
• Quality review of the forms/paperwork produced by our outsourced Administrators for client Reviews and adhoc, to ensure that service standards are maintained. Provide timely feedback and flag areas for further training to your manager, where required.
• Accurate and timely payment of invoices for clients and cash transfer requests.
• Peer review of investment trades and cash transactions within clients' accounts and portfolios.
• Maintain the upkeep of accurate data contained within our CRM.

Qualifications:

• Financial Planning Qualification/ degree in Finance, or related field - highly desirable
• Minimum of 3-5 years of experience in a similar role within the financial services industry, preferably with a focus on ultra-high net worth clients.
• Strong understanding of financial planning concepts and investment strategies.
• Proficiency in preparing advice documents and conducting client meetings.
• Excellent communication and interpersonal skills, with the ability to build rapport with clients and internal teams.
• Detail-oriented with strong organisational and time-management abilities.
• Relevant certifications (e.g., CFP, CFA) preferred.
• Must have permanent residency of Australia.

 Why Join Us:

• Opportunity to work with a prestigious financial advice firm renowned for excellence in the industry.
• Collaborative and supportive work environment with opportunities for professional growth and development.
• Competitive salary and benefits package.
• Exposure to a diverse range of ultra-high net worth clients and complex financial scenarios.
• Commitment to work-life balance and employee well-being.
• Employee benefits – 5 additional annual leave days, bonuses, education financial support and team building events and monthly team events.

If you are a motivated and client-focused individual with a passion for delivering exceptional financial advice, we invite you to apply for the Client Services Relationship Manager position at our firm. Join us in shaping the financial futures of our esteemed clientele. Apply now!

Only short-listed candidates will be contacted.

[email protected]

If you are looking for the opportunity to work for a dynamic organisation with genuine long term prospects for the future, please APPLY NOW.