Jobs
>
Sydney

    Client Relationship Manager - Sydney, Australia - Keegan Adams

    Keegan Adams
    Keegan Adams Sydney, Australia

    2 weeks ago

    Default job background
    Full time
    Description

    Keegan Adams are partnering with an award-winning Private Wealth Advisory group servicing a range of individuals and families with significant wealth. They take particular pride in providing tailored advice and forging deep and lasting relationships with their valued clients.

    Working within a collaborative team environment, you will be providing support to one of the company's most successful & well respected advisors, ensuring all clients receive an exceptional service and accurate and efficient administration of their financial planning requirements.

    Typical duties include:

    • Liaise with high net worth clients on the implementation and management of their portfolio
    • Develop relationships with clients and third party providers
    • Ensure compliance obligations are met, and all necessary paperwork has been sent and received within required timeframes
    • Reporting on client portfolios
    • Administration such as filing, photocopying, typing, data entry
    • Responding to accounting and audit enquiries relating to client portfolios
    • Maintain and update accurate data within CRM systems

    To be successful you will have:

    • Previous experience in a financial planning environment in a similar client services role
    • Finance/Business degree preferred, with Financial Planning qualifications a distinct advantage.
    • Exceptional communication skills with a passion for client satisfaction
    • Organised with an ability to prioritise tasks
    • Understanding of confidential nature of work and professional integrity required
    • Team player
    • Strong attention to detail and accuracy

    This is a enviable opportunity to work for a true Employer of Choice. This business has a superb reputation in the industry, an impressive client base, and a genuine focus on their employee engagement and internal team cultures.

    We are interviewing immediately. For a confidential discussion please call Alice Pipes on or email your CV via the APPLY link on our website.

    Consultant

    Alice Pipes

    Director, Permanent Recruitment


    Reference number: 11708
    Profession:Advice

    Company: Keegan Adams
    Date posted: 15th May, 2024

  • BMS Performance Australia Pty

    Relationship Manager

    1 week ago

    BMS Performance Australia Pty Sydney, Australia

    Sydney Location (Flexible WFH Options) · - $80-100k Base + Super + Bonus ($20-30k Bonus) · - High Growth Talent Solutions Leader · Our client has a significant footprint with offices and clients right across the globe, you will be joining a business that has just secured funding ...

  • B & K Consulting

    Relationship Manager

    2 weeks ago

    B & K Consulting Sydney, Australia

    **Relationship Manager**: · **Sydney NSW** · **Contract** · **$100,000 - $120,000 Annually** · **+ Super** · - Unique opportunity to move into Relationship Management · - A varied role that welcomes initiative and collaboration · - Start-up environment · B&K Consulting is partner ...

  • Livewire Markets

    Relationship Manager

    3 weeks ago

    Livewire Markets Sydney, Australia

    Job Description*_ · We empower investors to make better decisions._* · **What are we doing?** · Founded on the principal that access to the best investment information should be universal and that the world of investment is made complicated by too much noise and not enough signal ...

  • St

    Relationship Manager/relationship Director

    1 week ago

    St Sydney, Australia

    St.George Property Team is a Pure Property Vertical & is a significant contributor to the performance of St.George Business Bank. We support commercial property investors and developers across all sectors throughout New South Wales. · - Specialist Property Development and Investm ...

  • Citi

    Relationship Manager

    1 week ago

    Citi Sydney, Australia

    Citi is a leading global bank with approximately 200 million customer accounts across more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking a ...

  • S&P Global

    Relationship Manager

    1 week ago

    S&P Global Sydney, Australia

    S&P Global Ratings · **The Role**: Relationship Manager · You are responsible for selected geography / pre-defined set of major accounts. You will own and manage customer relationship, ensure delivery of great service to the account, define account strategy and manage revenue. Yo ...

  • Universal Business Team

    Relationship Manager

    1 week ago

    Universal Business Team Sydney, Australia

    The Company UPAC are a progressive, people-focused family-owned Business who are very proud of being one of Australia's fastest-growing leaders in the plastics industry. They pride themselves on their superb product and design capability. This rapidly growing company now has a ne ...

  • Chubb

    Relationship Manager

    2 weeks ago

    Chubb Sydney, Australia

    **Your Role**: · This role forms a critical part of Chubb Australia's Accident and Health division. You will be a 'go-to' person at Chubb, with responsibility for the development and execution of relevant distribution strategies. · The Relationship Manager is responsible for gene ...

  • NSW Government

    Relationship Manager

    2 weeks ago

    NSW Government Sydney, Australia

    **Relationship Manager** · **Join us at the Australian Museum and help us achieve our Mission to ignite wonder, inspire debate and drive change** · **About the Role** · Enthusiastic with a love of learning, the Relationship Manager will develop and steward a portfolio of donors w ...

  • Sportsbet

    Relationship Manager

    1 week ago

    Sportsbet Sydney, Australia

    **Overview** · As a Relationship Manager for our Premium team, you are responsible for providing outstanding service to our most valued customers. · **About us** · Sportsbet's purpose is to bring excitement to life for its customers and we do this by over-delivering on excitement ...

  • Universal Business Team

    Relationship Manager

    2 weeks ago

    Universal Business Team Sydney, Australia

    The Company UPAC are a progressive, people-focused family-owned Business who are very proud of being one of Australia's fastest-growing leaders in the plastics industry. They pride themselves on their superb product and design capability. This rapidly growing company now has a ne ...

  • Cause Recruitment

    Relationship Manager

    2 weeks ago

    Cause Recruitment Sydney, Australia

    **Part time (3-4 days per week) permanent role, hybrid working arrangements on offer with majority working from home**: · - **Competitive salary + salary packaging**: · - **Outstanding opportunity to develop & lead the philanthropic fundraising efforts at an exciting time of inve ...

  • Vets Central

    Relationship Manager

    1 week ago

    Vets Central Sydney, Australia

    Vets Central is on a mission to become Australia's leading veterinary partner, supporting the delivery of quality veterinary services to the community and we're now on the hunt for a Relationship Manager to join our awesome (even if we do say so ourselves) team. · The Relationshi ...

  • Mountleap HR Solutions

    Relationship Manager

    2 weeks ago

    Mountleap HR Solutions Sydney, Australia

    **Relationship Manager - Corporate Banking** · Our client is China's first joint-stock commercial bank and also the first bank to attend the national experiment for the promotion of China's banking industry reform driven by endeavours from outside the government. · They are the S ...

  • Microsoft

    Relationship Manager

    2 weeks ago

    Microsoft Sydney, Australia

    With over 17,000 employees worldwide, the Microsoft Customer Experience & Success (CE&S) organization is responsible for the strategy, design, and implementation of Microsoft's end-to-end customer experience. Come join CE&S and help us build a future where customers come to us no ...

  • Children's Cancer Institute

    Relationship Manager

    2 weeks ago

    Children's Cancer Institute Sydney, Australia

    Location: · - Randwick - Sydney, Australia- Employment Type: · - Full-Time Fixed Term- Department: · - Customers & Supporters - Philanthropy (ENG2)- Closing Date: · - 29/12/2023When you step into a role, what do you want the purpose of the company you work for to be? How does tha ...

  • Athlete2Business

    Relationship Manager

    2 weeks ago

    Athlete2Business Sydney, Australia

    **Contract Type**: · - PERMANENT**Location**: · - Sydney - NSW**Industry**: · - Sales**Contact Name**: · - Alex Opacic- · **Contact Phone**: · **Salary**: · - $120,000.00 Annual**Date Published**: · - 03-Nov-2023**Position: Relationship Manager** · **Location**: Sydney, New South ...

  • ADRA Australia

    Relationships Manager

    2 weeks ago

    ADRA Australia Sydney, Australia

    **About ADRA Australia** · The Adventist Development and Relief Agency (ADRA) is the official humanitarian agency of the Seventh-day Adventist Church. As part of the global ADRA network which reaches into more than 100 countries, we are motivated by our faith, to enable people an ...

  • Fitzgerald Jenkins Recruitment

    Relationship Manager

    1 week ago

    Fitzgerald Jenkins Recruitment Sydney, Australia

    Flexible/Hybrid working (2-3 days CBD based) · - Mandarin speakers highly regarded · - Great work culture · **Role & Responsibilities** · - Identify and develop new business opportunities, providing comprehensive and quality bank services and products to corporate customers; · - ...

  • Westpac

    Relationship Manager

    2 weeks ago

    Westpac Sydney, Australia

    High performing team within our Commercial space · - Business lending $3M+ · - Sydney CBD based, with working flexibility · **How will I help?** · The purpose of the Business Division at Westpac is to support one of Australia's most important assets - its businesses. We're here t ...