Manager - Private Wealth Support
Core
Lead a specialist team providing proactive, personalized, and commercially valuable support to Netwealth's largest wholesale and private wealth clients.
Role type
Senior IC manager (private wealth support)
Builds
A premium, relationship-led service experience for sophisticated clients
Domain
Financial services / Private wealth / Wealth management
Deliverable
client delivery
Required skills
Leadership and coaching of experienced professionals, client relationship management in high-touch environments, stakeholder engagement with senior decision makers, escalation management, data interpretation for insights, commercial awareness
Preferred skills
Wealth management or financial services experience, experience with sophisticated wholesale clients or adviser groups
Technologies
None stated
Responsibilities
Lead, coach, and develop a team of experienced client consultants; Build strong relationships with key clients and stakeholders; Represent the team during client reviews and strategic discussions; Support consultants in managing complex client issues and escalations; Use service and client data to identify trends, opportunities, and risks; Drive continuous improvement while maintaining a highly personalized service experience