Private Wealth Client Services Manager in Melbourne

Private Wealth Client Services Manager in Melbourne

Melbourne Full-Time 82800 - 101200 $ / year (est.) On-site
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At a Glance

  • Tasks: Manage high net worth client relationships and coordinate their financial matters.
  • Company: Garnaut Private Wealth, a collaborative firm in Melbourne.
  • Benefits: Competitive salary, supportive team environment, and career advancement opportunities.
  • Other info: Join a team that values collaboration and professional growth.
  • Why this job: Own client relationships and deliver exceptional service in a dynamic wealth management setting.
  • Qualifications: Experience in client services and strong communication skills.

The predicted salary is between 82800 - 101200 $ per year.

Garnaut Private Wealth in Melbourne is seeking an experienced Client Services Manager to support a high net worth client base within a collaborative private wealth environment.

You will coordinate client matters, implement approved recommendations, prepare investment reviews and documentation, and contribute to advice preparation with paraplanning insights.

This role offers an opportunity to own client relationships and administration while delivering high quality service.

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Private Wealth Client Services Manager in Melbourne employer: Garnaut Private Wealth

Garnaut Private Wealth is an exceptional employer, offering a collaborative and supportive work environment in Melbourne, where you can thrive as a Client Services Manager. With a strong focus on employee growth and career progression, the firm fosters a culture of enthusiasm and professionalism, ensuring that you have the opportunity to develop your skills while providing high-quality service to a sophisticated client base. Join a team that values your contributions and is committed to maintaining high professional standards in the wealth management industry.

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Contact Details:

Garnaut Private Wealth Recruitment Team

We think you need these skills to ace Private Wealth Client Services Manager in Melbourne

Client Relationship Management
Investment Review Preparation
Documentation Skills
Paraplanning Insights
High-Quality Service Delivery
Coordination Skills
Collaboration