Wealth Client Relationship Manager operationally leading advisory teams for high - net worth clients. Supporting financial goals and implementing financial plans in a collaborative environment.
About the role
- Account Manager specializing in risk solutions for Public Sector clients within Tasmania. Building strong client relationships and understanding unique needs while delivering tailored risk transfer solutions.
Responsibilities
- Build and maintain strong relationships with clients
- Retain and grow portfolio of clients
- Develop effective client relationships by understanding their needs
- Provide timely and accurate client advice across insurance products
- Identify risk opportunities and design servicing solutions
- Shape strategic direction within the portfolio
Requirements
- Minimum of 3-5 years of general or financial lines insurance broking
- Tier 1 Insurance Broking qualification or higher
- Clear and effective communication skills
- Ability to apply critical thinking skills to solve problems
- Ability to work under pressure, prioritize workload, and meet deadlines
- Full and valid Drivers license and own vehicle
Benefits
- Professional development opportunities
- Supportive team and leaders
- Vibrant and inclusive culture
- Flexible working arrangements
- Travel allowance
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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