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 quick-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.