Client Service Executive

Profusion Group

Incredible opportunity to join a prestigious global investment bank in their Asset Management client services team.

  • Vibrant culture: start-up energy with professionalism of high-end services
  • Flat structure: share the load and share success
  • Prestigious global investment bank with clear career progression.
Company Overview

Our client is an ASX-listed financial services firm operating in the areas of corporate advisory, equities and asset management. They provide financial advisory, capital raising and asset management services to a broad client base including corporations, institutions and governments. They deliver an innovative, professional service and are committed to the continual growth and development of their team in Australia and in Greater China.

Role Overview
  • Onboarding new clients (advisor network or direct investors)
  • Responding to client queries via phone and email on a timely and professional basis
  • Owning and managing client communications collateral
  • Responsible for the day-to-day relationship management of the external registry
  • Working closely with internal stakeholders and the external unit registry on fund transactions.
Skills & Experience
  • 2-4 years in retail investors experience, ideally coming from an asset manager.
  • Essential to have worked with retail clients and advisers and have managed the unit registry (either in house or external)
  • Exceptional written and verbal communication
  • Experience with HNW clients also desirable
  • Solid organisational /project management skills
If you are looking for the right opportunity to advance your career within a great organisation, then forward your resume using the 'apply now' button below.

Alternatively, email Claudia at Profusion on for more information.

Connect with me to hear about similar roles not yet advertised