Relationship Manager Role
We are seeking a highly skilled Relationship Manager to join our team. As a key member of our financial services team, you will play a crucial role in building and maintaining relationships with our clients.
* Liaise directly with high-net-worth clients to implement and manage their investment portfolios.
* Review client portfolios and long-term investment strategies.
* Make appropriate investment recommendations under consultant supervision.
* Provide strategic advice to existing clients under the guidance of a consultant.
* Prepare and produce quarterly client portfolio reviews.
* Report on client portfolios across a diverse range of asset classes, including deposits, fixed interest, government and corporate bonds, equities (domestic and international), managed funds, property trusts, syndications, and alternative investments.
* Manage placement of funds and liaise with fund managers, brokers, and other investment professionals.
* Source and interpret research from brokers, fund managers, and research houses.
* Oversee new client implementation processes.
* Provide support with administration, including data entry, reporting, and coordination of client information.
* Respond to accounting and audit queries relating to client portfolios.
Requirements and Qualifications
* Minimum 3 years' experience in financial planning, wealth management, or a similar client services role.
* Tertiary qualifications in Finance or Business.
* Advanced Diploma of Financial Planning (or equivalent) highly regarded.
* Experience with Fin365 highly regarded.
* Advanced skills in Microsoft Word, Excel, and Outlook.
* Strong attention to detail.
Why Work with Us?
* A values-led firm with a reputation for excellence and discretion.
* Exposure to ultra-high-net-worth clients, families, and foundations.
* Direct access to senior consultants and meaningful involvement in client relationships.
* A newly launched benefits package designed to support your wellbeing and growth.
* A great growth culture with opportunities for career progression as the firm expands nationally.
* A learning and development allowance to invest in your professional growth.
* Regular company offsites and events to strengthen collaboration and celebrate success.
* Competitive remuneration and recognition of your contributions in a supportive, high-performing team.
About the Role
This is an exceptional opportunity to build a rewarding career in financial services. We offer a dynamic work environment that fosters personal and professional growth.