Client Manager, Rmg Uhnw (flagship Select)

Vanguard Australia

Not specified; not specified; not specified
**
Five years related work experience
Three years financial services experience
Finra series 7, 24, 63, 65, or 66 license
** Vanguard Australia is seeking a Client Manager for its Ultra High Net Worth (UHNW) segment, focusing on relationship management and team leadership to enhance client loyalty and business growth. The role requires significant experience in financial services, relationship management, and sales, with an emphasis on problem-solving and team development within a collaborative hybrid work environment. **

Job Summary

  • The role involves hiring, evaluating, and supervising crew while setting performance standards and making compensation decisions.
  • Candidates will deepen loyalty with Ultra High Net Worth clients by anticipating needs and demonstrating expertise to align solutions.
  • Vanguard operates a hybrid working model designed to capture the benefits of enhanced flexibility while enabling in-person collaboration.

Matching Summary

Match Score: 75

** Vanguard Australia is seeking a Client Manager for its Ultra High Net Worth (UHNW) segment, focusing on relationship management and team leadership to enhance client loyalty and business growth. The role requires significant experience in financial services, relationship management, and sales, with an emphasis on problem-solving and team development within a collaborative hybrid work environment. **

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Five years related work experience
  • Three years Financial Services experience
  • FINRA Series 7, 24, 63, 65, or 66 license

Nice-to-have

  • Previous sales leadership experience preferred
  • Graduate degree preferred
  • Track record of building inclusive teams
  • Strong relationship management skills

Key Requirements

  • Minimum five years related work experience
  • Three years experience in Financial Services
  • Undergraduate degree or equivalent combination
  • FINRA Series 7, 24, 63, 65, or 66 certification

Work Rights

Must have Australian work authorization

Tailored Resume

Cover Letter