Manager - Private Wealth Support

The role

You will lead a specialist team of experienced client consultants to provide proactive and personalised support to Netwealth's largest wholesale and private wealth clients. You will build relationships with key stakeholders and represent the team during strategic client reviews.

What you will do

• 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
• Create a culture of accountability, quality and follow through
• Encourage proactive engagement that strengthens client relationships
• Use service and client data to identify trends, opportunities and risks
• Help clients maximise value from Netwealth's products and services
• Strengthen team capability through coaching, knowledge sharing and development
• Drive continuous improvement while maintaining a highly personalised service experience

Required qualifications

• Leadership and coaching experience leading experienced professionals
• Strong client relationship management experience in a high touch service environment
• Confidence engaging with senior internal and external stakeholders
• A track record of managing escalations and delivering on commitments
• Strong communication, influencing and relationship building skills
• The ability to interpret data and turn insights into meaningful conversations
• A customer first mindset and passion for service excellence

Nice to have

• Wealth management, platforms, private wealth or financial services experience
• Experience working with sophisticated wholesale clients, advisers or investor groups
• Strong commercial awareness and relationship management capability

Benefits

• Further education and diverse training opportunities
• Support for internal mobility
• Paid parental leave
• Fully funded school holiday program
• CU Health (virtual healthcare)
• Income protection
• Flu shots
• Wellness weeks
• Retail discounts
• Financial wellbeing services
• Social events, trivia nights, and corporate sports
• Paid volunteering and Netwealth Impact Group

About the company

Netwealth is an innovative FinTech business that provides an award-winning platform for advisers and investors. The company focuses on delivering smarter solutions for clients through an agile and collaborative environment.