Lipman Burgon & Partners (LBP) is a boutique wealth management and family office advisory firm, supporting ultra-high-net-worth individuals, families, and foundations with integrated advice spanning investments, philanthropy, governance, and more. With offices in Sydney and Melbourne, and a national growth agenda, we are proud of our high-performing, values-led culture built on excellence, mutual respect, and genuine support.
We are seeking a confident, engaging Relationship Manager to join our growing team. This is an outstanding opportunity for a motivated professional to work closely with senior consultants, manage sophisticated client portfolios, and contribute to delivering exceptional client outcomes.
The Role
As a Relationship Manager, you will:
* 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 (with assistance from the Operations Administrator).
* Respond to accounting and audit queries relating to client portfolios.
Experience & Qualifications
The ideal candidate will bring:
* Minimum 2-3 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.
* Advanced skills in Microsoft Word, Excel, and Outlook.
* Strong typing and data management skills.
Key Attributes
We are looking for someone who is:
* Highly organised, with strong time management and task prioritisation skills.
* A confident communicator with excellent written and verbal communication abilities.
* Engaged and willing to go the extra mile when required.
* Highly numerate, detail-oriented, and accurate in their work.
* Professional, polished and discreet, and awareness of the confidential nature of client relationships.
* A strong team player with a collaborative mindset.
* Looking to continuously learn and grow with business.
Why Join Us?
At Lipman Burgon & Partners, we believe our people are our greatest asset. By joining us, you will benefit from:
* A values-led boutique firm with a reputation for excellence and discretion.
* Exposure to ultra-high-net-worth clients, families, and foundations.
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