Client Relationship Manager - Investment Management

Iress Australia

Hybrid
5+ years financial services experience
Investment or wealth management background
Senior stakeholder engagement skills
The role involves building trusted relationships with investment managers and fund managers to drive retention and growth

Job Summary

  • The role involves building trusted relationships with investment managers and fund managers to drive retention and growth.
  • Iress is committed to fostering a welcoming culture where diversity is celebrated and employees work smarter, happier, and healthier.
  • Candidates will act as the primary link between the company and clients to ensure solutions deliver real value.

Matching Summary

The role involves building trusted relationships with investment managers and fund managers to drive retention and growth.

Skills & Requirements

Must-have

  • 5+ years financial services experience
  • Investment or wealth management background
  • Senior stakeholder engagement skills

Nice-to-have

  • CFA or CFP professional certification
  • Previous investment advisory experience
  • Strong commercial judgement mindset

Key Requirements

  • Bachelor's degree in Commerce, Finance, or Business Administration
  • Minimum 5 years of experience in Financial Services
  • Proven track record managing client accounts

Work Rights

Not specified

Tailored Resume

Cover Letter