Client Relationship Manager - Regional Victoria

Job details

Location: VIC - Regional
Reference: Ad-25959
Posted: 6 months ago

Job description

Be part of one of the most successful financial institutions who provide financial planning, investments, and superannuation advice to individuals and corporates.  Due to an internal promotion an opportunity has become available for someone who has a minimum of 2-3 years experience supporting advisors and is looking to work for a more prestigious firm who will offer career development and coaching.

Key duties include: build and maintain client relationships, assist with detailed managed fund transactions through various platforms, attending client meetings, preparing advice documents, liaising with fund managers and external professionals, diary management, event coordination, preparing PowerPoint presentations and general administration support.

To be part of this successful team you must have a degree or a graduate diploma in financial planning, a minimum of 2-3 years experience in a similar role along with the motivation, drive and willingness to learn from the best.  

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