Opportunities

Account Manager – Broking/Wealth Management FinTech

Written by Anton Murray Consulting Consulting on .

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Location: sydney

Salary description: AUD$60k - $75k base salary

  • $50-100k AUD Equivalent
  • Permanent
  • 3 to 7 years of experience

This role would suit someone coming from an assistant adviser, desk assistant, client services or an equity middle office/ trade support environment seeking to get into a client facing, account management role. Candidates must have equities / stockbroking industry experience.

Account Managers are accountable for the ongoing relationships with, and provision of exceptional client service to, the advisors and support personnel of each of these clients.

Account Managers are also responsible for maintaining good working relationships with each of their internal partners, including IT, Onboarding and the Data Services.

Responsibilities:

  • Develop a deep understanding of assigned clients including but not limited to business strategy and model, trading patterns, key clients and their requirements.
  • Develop strong relationships with advisors and key personnel.
  • In conjunction with the Snr Account Manager / Business Head, meet with clients from time to time including social functions
  • Performance of regular client calls/visits including publishing written agendas, post meeting minutes and outstanding action items, regular reporting of progress and follow up actions
  • Work closely with the AM and Product Team to ensure seamless adoption of new clients
  • Client training as required
  • Take ownership of all aspects of risk associated with the client, including unmatched and failed trades, service issues with regulatory/compliance implications.

Requirements:

  • Impeccable communication and presentation skills
  • Minimum of 3 years’ experience within a broker environment with client interaction
  • Strong equity markets System’s knowledge, CHESS, IRESS etc
  • A strong knowledge of the Australian Stockbroking industry

 

Contact Us in Sydney

LEVEL 26, 1 BLIGH STREET
SYDNEY NSW 2000

Phone:+61 2 8246 8900

Hiring Staff: hire@antonmurray.com

Seeking Work: apply@antonmurray.com

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