Sharewise Group, based in Sydney, is seeking a Client Relationship Manager to look after an existing book of 1,000+ clients from day one. The role focuses on retention, renewals and upgrades, with no cold calling and no portfolio management for clients.
You will discuss markets, support transfers onto our platform, and be part of investment discussions. The ideal candidate enjoys the stock market, has robust relationship skills, and can manage follow-up with precision.
📌 Client Retention Lead: 1,000+ Existing Clients (Sydney)
🏢 Sharewise Group
📍 Sydney
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