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SalaryWho We are:
Private Wealth Partners is a growing wealth management company that provides holistic advice to HNW families, businesses and professionals.
What we need:
Our team has an opportunity available for a career-focused and experienced Client Relationship Manager where you will be responsible for ensuring our clients receive the best experience possible. You will champion the retention of existing clients and the onboarding of new clients ensuring the best possible ongoing service & experience.
Whilst you will be responsible for delivering our high-quality client service offering, you will have the opportunity to add your own touches, ensuring each client has a personalised and memorable experience.
Our people are at the heart of everything we do. We know what sets Private Wealth Partners apart is our team’s genuine desire to deliver outstanding advice and service to our clientele. Our clients trust us with their financial future, and we move mountains to ensure they realise their goals and aspirations.
Who You are:
- An Experienced Customer Relationship Manager. Your sole career purpose is to deliver outstanding service whilst simultaneously deepening personal relationships and you “love a good chat” with your clients.
- A people person. Helping others is ingrained in your DNA and you have the ability to manage multiple relationships.
- Net contributor to our team culture. You thrive in being part of a team culture whose purpose is greater than any individual, where your views are respected and appreciated and where you are “not just a number”.
- An organised multitasker. You pride yourself on your highly developed planning and organisation skills and your ability to put your head down and work through any task.
- A stickler for detail. You have a strong eye for detail and a desire to "get it right first time”.
- Growth mindset. You are willing to challenge the status quo and are always looking for ways to improve business processes and outcomes.
What you’ll need:
- Minimum 5 years experience within financial advice as a CRM.
- Experience in working in a multifaceted team.
- Experience using Xplan.
- A track record of going above and beyond the “job description”.
- Energy and endurance.
- Positive and happy attitude.
- Confident with systems including the Microsoft Office suite.
- Eagerness for continuing your professional development and learning.
