Account & Relationship Management, Financial Planning Jobs in Sydney CBD, Inner West & Eastern Suburbs Sydney NSW

subClassification: Account & Relationship Management

classification: Banking & Financial Services

Your role is to partner with the Relationship Manager to support your portfolio in all aspects.

2d ago

Listed three days ago

Relationship Executive - Commercial Lending, NSW

at Bank of Queensland

This is a Full time job

subClassification: Account & Relationship Management

classification: Banking & Financial Services

A Sydney based opportunity for an experienced Relationship Executive has become available with BOQ Specialist! The purpose of this position is to g...

3d ago

Listed three days ago

Client Services Manager

at Vivere Recruitment Group

This is a Full time job

Excellent Salary and Benefits

subClassification: Financial Planning

classification: Banking & Financial Services

Bondi Junction, Sydney NSW

Excellent remuneration package
Diverse opportunity within a growing financial planning firm
Sydney CBD location

Support a team of Financial Advisers with all client service duties within a well-established private wealth firm.

3d ago

Listed three days ago

Financial Planning Assistant

at Valor Private Wealth

This is a Full time job

$75,000 – $85,000 per year

subClassification: Financial Planning

classification: Banking & Financial Services

Join a fantastic growing team of professionals

3d ago

Listed four days ago

Asset Manager - LifeTech

at DLL

This is a Full time job

subClassification: Account & Relationship Management

classification: Banking & Financial Services

As an Asset Manager you will be responsible for end of term management activities, and handling day-to-day transactional activities across various ...

4d ago

Listed four days ago

Client Relationship Manager

at Cartwright Jones Pty Ltd

This is a Full time job

$100-110k + Super + Bonus

subClassification: Financial Planning

classification: Banking & Financial Services

Fast growing Advice business is looking for a Client Relationship Manager

4d ago

Listed five days ago

Client Service Manager

at Godfrey Group Recruitment

This is a Full time job

$75k - $90k + Super

subClassification: Financial Planning

classification: Banking & Financial Services

Growing business | Great team culture | Some WFH available.
Larger multi-faceted practice | Growth & development | Fast Paced
Implementation Focus | Fun team environment | Immediate Start

Support a team of Senior Financial Advisers with the implementation of Advice. Oversee client relationships and ensure the highest level of service.

5d ago

Listed six days ago

Customer Support Executive (Bilingual English and Portuguese or Spanish)

at FINOHELP SUPPORT PTY LTD

This is a Full time job

$55,000 per year

subClassification: Account & Relationship Management

classification: Banking & Financial Services

We're looking for a proactive Customer Support Executive to ensure top-notch service and satisfaction

6d ago

Listed six days ago

Client Relationship Manager

at PSK Business Services

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

Workplace Benefits through FLARE and our Employee Assistance Program
Paid Parental Leave
Located at iconic 25 Martin Place with great amenities and public transport

Become a key member of our Advice Delivery team with your consistent superior client service and can do attitude to deliver client outcomes.

6d ago

Listed six days ago

Client Service Manager

at Godfrey Group Recruitment

This is a Full time job

$80k - $90k + Super + Bonus

subClassification: Financial Planning

classification: Banking & Financial Services

Well-resourced support team | Established Business | High employee retention!
Interesting clients, variety in the strategies and work with clients directly |
Good culture, supportive, flexible working and optimistic outlook

Hands-on role, servicing and implementing advice for long-standing HNW clients. Supportive team of 8 - working on varied & complex advice strategies.

6d ago

Listed eight days ago

Senior Vice President, Cross-Functional Relationship Mgt and Business Dev

at Bank of New York Mellon

This is a Full time job

subClassification: Account & Relationship Management

classification: Banking & Financial Services