Sharewise Group, based in Sydney, is seeking a Client Relationship Manager to look after an existing book of 1,000+ clients from day one. The role focuses on retention, renewals and upgrades, with no cold calling and no portfolio management for clients.
You will discuss markets, support transfers onto our platform, and be part of investment discussions. The ideal candidate enjoys the stock market, has strong relationship skills, and can manage follow-up with precision.
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Client Retention Lead: 1,000+ Existing Clients in Sydney employer: Sharewise Group
At Sharewise, we pride ourselves on being an exceptional employer that fosters a collaborative and dynamic work culture. As the Head of Chinese Private Clients, you will not only have the opportunity to build meaningful relationships with high-net-worth investors but also benefit from our commitment to employee growth through professional development and networking events. Located in Australia, we offer a unique environment where your contributions directly impact our success while enjoying a premium experience tailored for the Chinese investor community.
