Key Account Manager NSW
About the job
This job is about owning a high-value adviser portfolio and transforming trusted relationships into sustainable growth. It plays a crucial role in shaping outcomes through commercial judgement and smart execution. The team thrives on collaboration, working shoulder-to-shoulder with top-tier investment teams to deliver exceptional solutions.
You'll be responsible for
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Driving growth
Responsible for driving growth across agreed Private Wealth accounts, primarily with Investment Advisers based in NSW.🗂️
Building strategic account plans
Build and execute strategic account plans, including activity, pipeline, conversion, and retention.📞
Engaging Investment Advisers
Run a bottom-up Investment Adviser engagement strategy, including segmentation and prioritisation.Key criteria
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Private wealth experience
Demonstrated experience in private wealth distribution and adviser channels.View
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Relevant degree
Bachelor’s or master’s degree in finance or related discipline.View
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Strong relationship-building skills
Proven ability to build trusted partnerships with advisers and stakeholders.View
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