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 setting 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
Robust attention to detail and accuracy

This is a enviable prospect 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.

We are interviewing immediately. For a confidential discussion please call Alice Pipes on or email your CV via the APPLY link on our website.

Consultant

Alice Pipes

Director

Reference number: 12981
Profession:Wealth Management

Company: Keegan Adams
Date posted: 21st Aug, 2026

📌 Client Relationship Manager Private Wealth North Sydney
🏢 Keegan Adams
📍 North Sydney