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Wealth relationship manager

Gold Coast
beBeeClient
Posted: 22 January
Offer description

Job Description

We are seeking a seasoned professional to support our financial planners in their client interactions, ensuring seamless and high-quality service delivery.

* Providing expert guidance and assistance to financial planners on matters related to client relationships and communication strategies.

The ideal candidate will possess 2-3 years of experience in the financial advice sector, exceptional interpersonal skills, and an unwavering commitment to delivering excellent customer experiences. -----------------------------------

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