Client Relationship Manager - Private WealthJust posted!

Keegan Adams Recruitment – North Sydney NSW

Keegan Adams are partnering with an award-winning Private Wealth Advisory group servicing a range of individuals and families with significant wealth. They take particular pride in providing tailored advice and forging deep and lasting relationships with their valued clients.

Working within a collaborative team workplace, you will be providing support to one of the company’s most successful & well respected advisors, ensuring all clients receive an exceptional service and accurate and efficient administration of their financial planning requirements.

Typical duties include:

- Liaise with high net worth clients on the implementation and management of their portfolio
- Develop relationships with clients and third party providers
- Ensure compliance obligations are met, and all necessary paperwork has been sent and received within required timeframes
- Reporting on client portfolios
- Administration such as filing, photocopying, typing, data entry
- Responding to accounting and audit enquiries relating to client portfolios
- Maintain and update accurate data within CRM systems

Keegan Adams are partnering with an award-winning Private Wealth Advisory group servicing a range of individuals and families with significant wealth. They take particular pride in providing tailored advice and forging deep and lasting relationships with their valued clients.

Working within a collaborative team environment,



you will be providing support to one of the company’s most successful & well respected advisors, ensuring all clients receive an exceptional service and accurate and efficient administration of their financial planning requirements.

Typical duties include:

- Liaise with high net worth clients on the implementation and management of their portfolio
- Develop relationships with clients and third party providers
- Ensure compliance obligations are met, and all necessary paperwork has been sent and received within required timeframes
- Reporting on client portfolios
- Administration such as filing, photocopying, typing, data entry
- Responding to accounting and audit enquiries relating to client portfolios
- Maintain and update accurate data within CRM systems

To be successful you will have:

- Previous experience in a financial planning environment in a similar client services role
- Finance/Business degree preferred, with Financial Planning qualifications a distinct advantage.
- Exceptional communication skills with a passion for client satisfaction
- Organised with an ability to prioritise tasks
- Understanding of confidential nature of work and professional integrity required
- Team player
- Strong attention to detail and accuracy

This is a enviable opportunity to work for a true Employer of Choice. This business has a superb reputation in the industry, an impressive client base, and a genuine focus on their employee engagement and internal team cultures.

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📌 Client Relationship Manager - Private WealthJust posted! (Surry Hills)
🏢 Keegan Adams Recruitment
📍 Surry Hills