Client Relationship Manager
at Equity Trustees
Brisbane, Queensland, Australia -
| Start Date | Expiry Date | Salary | Posted On | Experience | Skills | Telecommute | Sponsor Visa |
|---|---|---|---|---|---|---|---|
| Immediate | 25 Apr, 2025 | Not Specified | 25 Jan, 2025 | N/A | Good communication skills | No | No |
Required Visa Status:
| Citizen | GC |
| US Citizen | Student Visa |
| H1B | CPT |
| OPT | H4 Spouse of H1B |
| GC Green Card |
Employment Type:
| Full Time | Part Time |
| Permanent | Independent - 1099 |
| Contract – W2 | C2H Independent |
| C2H W2 | Contract – Corp 2 Corp |
| Contract to Hire – Corp 2 Corp |
Description:
Are you passionate about building strong client relationships and managing diverse portfolios? In this client-focused role, you will manage a wide range of compensated clients, ensuring their financial needs are met and their investment portfolios are effectively overseen in collaboration with their financial advisers. As a dedicated Relationship Manager, you will regularly communicate with clients, their families, health professionals, and other key stakeholders to deliver optimal outcomes, always adhering to trustee requirements as specified in relevant Acts.
This role will require travel to meet with clients face-to-face, and you will need to have confidence in managing sometimes challenging conflict situations, both remotely and in person.
How To Apply:
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Responsibilities:
Please refer the Job description for details
REQUIREMENT SUMMARY
Min:N/AMax:5.0 year(s)
Financial Services
Accounts / Finance / Tax / CS / Audit
Finance
Graduate
Proficient
1
Brisbane QLD, Australia
