Client Relationship Manager

• Be part of a team and culture that values people

• Excellent opportunity to add value in this influential role
• A huge array of awesome employee benefits and incentives

The Role 

Based in Perth, the position of Client Relationship Manager is an essential element of the Shadforth Financial Group (SFG) service delivery strategy. The role is primarily responsible for providing professional and administrative support to Private Wealth Advisers and high-quality service to clients.

Key Responsibilities: 

• Engage with clients, and in many cases be the first point of contact
• Develop long-term rapport with your aligned clients and where appropriate, attend client meetings
• Provide the highest quality pro-active support to clients, Private Wealth Advisers and the Head Client Relationship Manager
• Perform administration functions including, but not limited to, XPLAN data management, preparation of client reports and Statements of Advice, as well as required paperwork and the subsequent management of implementation
• Manage incoming and outgoing client correspondence
• Adhere to our internal client and advice procedures
• Assist our Private Wealth Advisers and the Head Client Relationship Manager with key projects

To Be Successful in This Role You Will Possess: 

• Ability to develop and maintain personable Client Relationships
• Ability to operate within a collaborative team environment
• Able to work under pressure and meet timelines
• Excellent verbal and written communication skills
• Excellent attention to detail 

Benefits 

• In return, we offer development opportunities at an ASX top 200 company 
• A professional, supportive, and friendly culture 

• A range of corporate and lifestyle benefits 

The Business 

Insignia Financial is one of Australia’s leading wealth management organisations, undertaking a rapid and exciting transformation. The Insignia Financial group has been helping Australians secure their future since 1846. During that time, we have grown substantially to become a leading provider of quality financial services. We now manage and administer more than $200 billion of client monies and are listed on the Australian Securities Exchange in the ASX top 200 (ASX:IFL). 

Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment. 

Please note that applications from agencies will not be considered at this time. 

Insignia Financial is an inclusive and equal opportunity employer. We encourage applications regardless of race, ethnicity, age, religion, gender, national origin, disability status, or any other characteristic protected by law. If you need assistance or an adjustment during the application process because of a disability, it is available upon request. 

#Shadforth Financial Group