Client Relationship Manager – Ultra High Net Wealth
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 opportunity you've been waiting for.
A rare prospect 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.
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 opportunity 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
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📌 Client Relationship Manager – Ultra High Net Wealth (Queensland)
🏢 Berritta Consulting
📍 Queensland