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Client Services Manager

Client Services Manager

Linchpin Consulting
Banking & Financial Services - Account & Relationship Management
Full Time

These are exciting times for our client, who is an organisation in growth mode and who are now looking for an experienced and successful individual to join this dynamic team. We are looking for a highly polished and accomplished professional to join the team, an individual who will play a proactive role and contribution to their growth strategy.

This is a very significant role within the organisation and as such is charged with managing a broad set of client relationships and new business strategy. The successful candidate will champion the service offering and investment approach whilst always remaining genuinely client centric.

The position reports to the senior leadership team and you will have the opportunity to work in, and with, a highly successful investment and management team. As such, the primary goal of the Senior Relationship Manager will be to skillfully and effectively communicate the investment business to clients and stakeholders and to deliver outstanding client management outcomes. You must be technically proficient with proven expertise within a related role with a demonstrable track record in both winning and retaining business. Previous experience working with ultra-high networth individuals or within a family office is a definite advantage.

Your attributes will include:

  • Polished and effective communication skills, both written and spoken
  • A proven ability to interact as a trusted expert with a wide range of clients
  • A demonstrated ability to win new business and proactively deliver outstanding service to clients
  • Drive and focus, with a history of developing successful relationships both from a client and industry perspective.
  • 8+ years working in a similar role at a senior level with CFA, AFA or relevant post grad preferred
  • Experienced with a full range of asset classes, investment strategies
  • Shared values to include: honesty, personal and professional integrity, open and direct communication

If you feel you meet the above criteria, please email your CV in Microsoft Word to info@linchpin.co.nz or, for more information or further conversation in confidence, please call Liza Patel on 021 549 267.

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