Client Relationship Manager

Wealth Investors

Melbourne Victoria, Australie

Company Description

At Wealth Investors, we believe in empowering our clients to invest wisely and live a life of significance that reflects their values. We provide personalized wealth management services that aim to simplify our clients' financial journeys and give them peace of mind while they focus on what matters most. We are located in Melbourne, VIC and offer flexibility for some remote work.

Role Description

This is a full-time Client Relationship Manager role with flexibility for some remote work. The Client Relationship Manager will be responsible for maintaining and developing relationships with existing clients, conducting regular check-ins, and addressing any concerns or issues. The role will also involve identifying potential clients, meeting with them, and introducing the services and benefits of Wealth Investors.

Qualifications
• Excellent communication and interpersonal skills
• Strong problem-solving and analytical abilities
• Ability to build and maintain... More Detail

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