Our client is seeking a Client Relationship Manager, to join their professional team on a permanent full-time basis. You will support the Wealth Consultants in providing ongoing service and the implementation of new business to the firm's clients. Duties will include supporting the Wealth Consultants in research and analysis to meet the clients' needs and objectives, preparing client financial plans and suitability reports, promoting the profile of the business and ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally.
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