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Client Account Manager - Investments Solutions

B & K Consulting - Sydney, NSW

Banking & Finance
Source: uWorkin


  • Global Investment Solutions Company
  • Expanding Team & Vibrant Culture
  • Up to $85k + Super + Bonus

Our client is an international investment solutions business, which has a network of global offices and a very unique service offering. It is a a growing business and they have brought on a number of new starters, even during COVID-19. This role will involves managing and developing a portfolio of investments clients with a key focus on relationship management, client service and providing solutions to meet an array of customer needs.

You will be working within a motivated and high achieving team who will also be there to provide support and advice. To be successful in this role, you need to have a passion for the role and industry and be able to build real relationships on the back of the value you bring.

Experience Required;

  • Ideally some financial services experience (or a related industry such as IT or Consulting) where you have had to maintain and build client relationships
  • An understanding of and passion for the investments space, even if you have not worked in it before
  • Tertiary qualifications, whilst not a pre-requisite, are highly advantageous
  • Excellent communication, presentation and listening skills are required

The business has a very energised and entrepreneurial culture and people who do well here are natural go-getters. You will have opportunities ahead, both locally and internationally and talent and achievements are recognised. Through the role, you will also get exposure to a number of investments clients so it's a great learning ground for a career ahead in this space too.

If you are interested in this role and who think you could add value in it, please apply.