Relationship Manager

at  Robert Walters

Our client, a leading funds management platform, is seeking a Relationship Manager to join their growing team. This role is pivotal in nurturing and maintaining client relationships, ensuring exceptional service delivery, and driving business growth. The successful candidate will be the primary point of contact for clients, understanding their needs, and collaborating with internal teams to deliver tailored solutions. This is an exciting opportunity to work in a dynamic environment where your commitment to customer service and ability to build strong relationships will be highly valued.

WHAT YOU BRING:

The ideal candidate for this Relationship Manager role will bring a wealth of experience in relationship management, preferably within the wealth management sector. You will have a deep understanding of the industry landscape and a commitment to providing exceptional customer service across all channels. Your ability to communicate clearly and concisely, adapt your communication style to different audiences, and pay meticulous attention to detail will be key to your success in this role. Furthermore, your commercial acumen and willingness to assist and support others will make you an invaluable member of our team.

• +1-year Relationship Management experience, preferably within wealth management (investment management, investment platforms, financial advice, stockbroking).
• Knowledge of the wealth management industry landscape.
• Customer service focused: committed to providing exceptional customer service across all channels – written, phone and face to face.
• Communication: the ability to communicate clearly and concisely, varying communication style depending upon the audience.
• Attention to detail: excellent attention to detail and written skills when communicating with others, both internally and externally.
• Commerciality: ability to apply knowledge in a practical, commercial manner.
• Teamwork: willingness to assist and support others as required and get on with team members.

Aboriginal and Torres Strait Islander Peoples are encouraged to apply.
To apply please click apply or call Luke Byrne on 02 8289 3132 for a confidential discussion.
Our client, a leading funds management platform, is seeking a Relationship Manager to join their growing team. This role is pivotal in nurturing and maintaining client relationships, ensuring exceptional service delivery, and driving business growth ..

WHAT YOU’LL DO:

As a Relationship Manager, you will play a vital role in fostering client relationships. Your day-to-day responsibilities will include managing client inquiries, overseeing support queues, conducting regular client meetings, providing ongoing support and training, encouraging innovation, resolving issues promptly, identifying trends in support items, and recognising opportunities for increased service usage. Your commitment to delivering exceptional customer service will be instrumental in driving business growth.

• Build and maintain strong, long-lasting relationships with clients, acting as their trusted service provider.
• Serve as the main point of contact for client inquiries, concerns, and requests, ensuring timely and effective resolution.
• Manage support queues and ensure that support requests are actioned and allocated in a timely manner.
• Conduct regular client meetings to review service performance with regards to the service level agreement and identify opportunities for service optimisation.
• Provide ongoing support and training to clients, assisting with platform navigation, report interpretation, and utilisation of portfolio management tools.
• Encourage and contribute innovative and creative ideas and improvements.
• Drive and own the resolution of issues and reporting of progress to the client.
• Identify trends regarding support items to identify issues, dealer groups, training opportunities.
• Identify service usage measures across clients to identify opportunities for broader and deeper uptake of our services.

The ideal candidate for this Relationship Manager role will bring a wealth of experience in relationship management, preferably within the wealth management sector. You will have a deep understanding of the industry landscape and a commitment to providing exceptional customer service across all channels. Your ability to communicate clearly and concisely, adapt your communication style to different audiences, and pay meticulous attention to detail will be key to your success in this role. Furthermore, your commercial acumen and willingness to assist and support others will make you an invaluable member of our team.

• +1-year Relationship Management experience, preferably within wealth management (investment management, investment platforms, financial advice, stockbroking).
• Knowledge of the wealth management industry landscape.
• Customer service focused: committed to providing exceptional customer service across all channels – written, phone and face to face.
• Communication: the ability to communicate clearly and concisely, varying communication style depending upon the audience.
• Attention to detail: excellent attention to detail and written skills when communicating with others, both internally and externally.
• Commerciality: ability to apply knowledge in a practical, commercial manner.
• Teamwork: willingness to assist and support others as required and get on with team members