Client Relationship Manager - Private Wealth
- Liaise with high net worth clients on portfolio management
- Ensure compliance obligations are met and paperwork is processed
- Provide exceptional client service and support to financial advisors
Keegan Adams are partnering with an award-winning Private Wealth Advisory group servicing a range of individuals and families with significant wealth. They take particular pride in providing tailored advice and forging deep and lasting relationships with their valued clients.
Working within a collaborative team environment, you will be providing support to one of the company’s most successful & well respected advisors, ensuring all clients receive an exceptional service and accurate and efficient administration of their financial planning requirements.
Typical duties include:
- Liaise with high net worth clients on the implementation and management of their portfolio
- Develop relationships with clients and third party providers
- Ensure compliance obligations are met, and all necessary paperwork has been sent and received within required timeframes
- Reporting on client portfolios
- Administration such as filing, photocopying, typing, data entry
- Responding to accounting and audit enquiries relating to client portfolios
- Maintain and update accurate data within CRM systems
To be successful you will have:
- Previous experience in a financial planning environment in a similar client services role
- Finance/Business degree preferred, with Financial Planning qualifications a distinct advantage.
- Exceptional communication skills with a passion for client satisfaction
- Organised with an ability to prioritise tasks
- Understanding of confidential nature of work and professional integrity required
- Team player
- Strong attention to detail and accuracy
This is a enviable opportunity to work for a true Employer of Choice. This business has a superb reputation in the industry, an impressive client base, and a genuine focus on their employee engagement and internal team cultures.
We are interviewing immediately. For a confidential discussion please call Alice Pipes on ************ or email your CV via the APPLY link on our website.
Consultant
Alice Pipes
Director
************
************************
Reference number: 12981
Profession:Wealth Management
Company: Keegan Adams
Date posted: 21st Aug, 2026
We vet all employer accounts and do our best to keep job ads safe, but scams can still occur. Be cautious when sharing personal information — never provide financial details or make payments during the application process. For extra security, use the Apply button on our site when proceeding.