Associate Relationship Manager

The Associate Relationship Manager will be responsible for managing clients’ interaction with the business with the purpose of retaining the clients and develop the relationship. The Relationship management department manages Institutional Clients such as Bank/Brokers, Fund Managers, Family Offices, Private Banks, White Label and Introducing Brokers and Private HNWI Clients and active traders.

Role Responsibilities:

• Manage the client interaction to keep client attrition to a minimum.
• Manage assigned client portfolio successfully based on factors such as retention, growth, upgrade, reactivation.
• Participate in client events and organise clients educational seminars.
• Assisting with communicating to clients about new product releases and/or changes to their account.
• Assisting the client with risk related matters caused by e.g. margin increase, system changes etc.

Role Requirements:

• 2 - 4 years experience in financial services in a client-centric role (exposure to dealing with clients)
• Financial services degree
• Customer-service oriented and able to multi task and work under pressure in a fast pace environment.

Aboriginal and Torres Strait Islander Peoples are encouraged to apply.
To apply please click apply or contact Bianca Loughran on +61 2 8289 3122 or bianca.loughran@robertwalters.com.au for a confidential discussion.