- Do you want to work with some of Australia's most sophisticated clients?

- Would you value direct mentoring from an experienced Managing Partner, exposure to complex wealth structures, and a clear pathway to managing your own portfolio of clients?

If so, this could be the career chance you've been waiting for.

A rare opportunity has become available to join a highly regarded independent wealth management firm in Brisbane, working with a select group of ultra-high-net-worth clients across every aspect of their financial lives.

The Opportunity

As a Client Relationship Manager, you'll work closely with the Managing Partner to provide an exceptional level of service across all aspects of clients' financial lives.

Your responsibilities will include:

- Acting as a key point of contact for a portfolio of ultra-high-net-worth individuals and families

- Building trusted, long-term relationships through exceptional service and proactive communication

- Coordinating complex investment portfolios across listed markets, private equity, real estate and alternative investments

- Assisting with cash flow management, budgeting and broader wealth administration

- Liaising with accountants, lawyers, investment managers and other specialist advisers

- Supporting philanthropic initiatives, charitable foundations and family governance matters

- Assisting with trusts, estate planning and intergenerational wealth considerations

- Coordinating meetings, reporting and strategic reviews





- Ensuring every client interaction is delivered with absolute professionalism, discretion and attention to detail

About You

We're open to professionals with anywhere from 1 to 5+ years' experience who are passionate about building a long-term career in ultra-high-net-worth wealth management.

You'll ideally bring:

- Experience within private banking, wealth management, financial planning, accounting or legal services

- Strong relationship management and client service skills

- A polished, professional communication style

- Outstanding organisational skills and exceptional attention to detail

- A proactive, solutions-focused approach

- High levels of integrity, discretion and professionalism

- A genuine desire to build a career working with ultra-high-net-worth clients

Why Join?

- Rare opportunity to work directly alongside a highly respected Managing Partner

- Genuine client relationship role—not purely administrative

- Exposure to sophisticated investment strategies and complex wealth structures

- Clear long-term pathway to managing your own portfolio of UHNW clients

- Exceptional mentoring and career development

- Work with a small number of high-value relationships where quality of service is paramount

- Collaborative, professional and high-performing team environment

- Brisbane CBD location

Please send CV's to ••••@berrittaconsulting.com.au

📌 Client Relationship Manager – Ultra High Net Wealth (Brisbane)
🏢 Berritta Consulting
📍 Brisbane