Private Client Manager

BlueRock Private Wealth are specialist in creating wealth through their unique goals-based financial planning approach. Our team are responsible for finding solutions for all our clients seeking financial advice. From financial planning to investments to life insurance, BlueRock Private Wealth can help.

We work holistically to create an approach that suits every client’s strategy and personal situation, leaning on the skills and experience of the broader BlueRock community to add value and expertise.

About the role

Collaborate with our thriving wealth team in a role dedicated to delivering an exceptional client experience. This role is the perfect opportunity for a confident and driven individual who isn't afraid to take charge and use their initiative to get things done.

What you’ll be doing
Working closely with our strategic advice team on complex client relationships
Overseeing and driving the full life cycle of the client process
Preparing advice scopes, strategies and research for Statements of Advice (with support of internal and external resources as required)
Providing support in formulating client strategies for holistic advice within a growing and fast-paced strategic advice unit
Proactively reviewing processes and suggesting improvements

Skills and experience

We want to hear from people who have:

A degree in Financial Planning or Finance/Economics or equivalent work experience
Previous experience managing a portfolio wealth clients
Experience in Financial Modelling (ideally XTools+) and writing complex SOA's for the provision of holistic advice
Excellent technical capability and understanding of advice strategies
Exceptional communication and interpersonal skills (this role involves being directly involved with clients in all stages of the advice process)
A strong understanding of MS Office, particularly excel
A passion for wealth management and professional service