Hybrid UHNW Wholesale Advisory - Client Services Lead (City of Sydney)

Hybrid UHNW Wholesale Advisory - Client Services Lead (City of Sydney)

20 Aug
|
CANDOR Recruitment
|
City of Sydney

20 Aug

CANDOR Recruitment

City of Sydney

Candor Recruitment partners with a large investment management firm to recruit a Client Service Manager for wholesale advice to ultra-high-net-worth clients. You will support advisers, manage client queries, onboarding and documentation while maintaining records and regulatory compliance across platforms.

The role offers hybrid working with a focus on quality client service. Experience with Netwealth, Praemium or IRESS is valued; Australian citizenship or PR is required.

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📌 Hybrid UHNW Wholesale Advisory - Client Services Lead (City of Sydney)
🏢 CANDOR Recruitment
📍 City of Sydney

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