- Be part of a team and culture that values people
- Excellent opportunity to add value in this influential role
- A huge array of awesome employee benefits and incentives
- Engage with clients, and in many cases be the first point of contact
- Develop long-term rapport with your aligned clients and where appropriate, attend client meetings
- Provide the highest quality pro-active support to clients, Private Wealth Advisers and the Head Client Relationship Manager
- Perform administration functions including, but not limited to, XPLAN data management, preparation of client reports and Statements of Advice, as well as required paperwork and the subsequent management of implementation
- Manage incoming and outgoing client correspondence
- Adhere to our internal client and advice procedures
- Assist our Private Wealth Advisers and the Head Client Relationship Manager with key projects
- Ability to develop and maintain personable client relationships
- Ability to operate within a collaborative team environment
- Able to work under pressure and meet timelines
- Excellent verbal and written communication skills
- Excellent attention to detail
- Development opportunities at an ASX top 200 company
- A professional, supportive and friendly culture
- A range of corporate and lifestyle benefits
Client Relationship Manager - Perth, Australia - IOOF Holdings Limited
Description
The opportunity to join our team
Based in Perth, the position of Client Relationship Manager is an essential element of the Shadforth Financial Group (SFG) service delivery strategy. The role is primarily responsible for providing professional and administrative support to Private Wealth Advisers and high-quality service to clients. Shadforth Financial Group is one of Australia's leading financial advisory firms that builds deep relationships with their clients to deliver greater peace of mind about their current needs and financial futures. We have a proud history of helping Australians achieve real financial independence for close to 100 years, and today are the largest fiduciary certified firm.
Key Responsibilities:
To be successful in this role you will possess:
Benefits
The Business
Insignia Financial is one of Australia's leading wealth management organisations, undertaking a rapid and exciting transformation. The Insignia Financial group has been helping Australians secure their future since 1846. Over the decades, we have grown substantially to become a leading provider of quality financial services and are listed on the Australian Securities Exchange in the ASX top 200 (ASX: IFL).