Senior Relationship Manager - Financial Planning & Wealth (Perth)

Senior Relationship Manager - Financial Planning & Wealth (Perth)

23 Sep
|
Blueprint Wealth
|
Perth

23 Sep

Blueprint Wealth

Perth

Job Description
Blueprint Wealth in Perth is seeking an experienced Relationship Manager to oversee a portfolio of clients and coordinate reviews with our Financial Advisers.
The ideal candidate has 5+ years in financial planning or wealth management, strong client-service skills, and the ability to manage multiple priorities in a fast-paced environment.
This is a full-time, in office role based in WA, requiring a proactive approach to delivering exceptional client service and building long-term relationships.

📌 Senior Relationship Manager - Financial Planning & Wealth (Perth)
🏢 Blueprint Wealth
📍 Perth

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