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Job Description
Roles & Responsibilities
*About Us:* At Prestige Wealth Investments, we specialise in investment solutions that empower our clients to achieve their financial goals. We pride ourselves on building lasting relationships and providing exceptional service.
*Position Overview:* We are seeking a proactive and enthusiastic Client Relationship Manager to join our dynamic team. This role is perfect for someone who loves connecting with people and has a passion for finance. You will be the main point of contact for our clients, ensuring they have all the support they need, from registration to ongoing investment management.
*Key Responsibilities:* Reach out to clients who have registered on our investment portal to welcome them and provide initial support. Follow up with current investors to keep them informed about their investments and offer assistance as needed. Build strong relationships, understanding clients' needs, and offering tailored solutions. Respond to client inquiries in a timely and professional manner. Collaborate with internal teams to improve client experience and satisfaction. Track and report on client interactions and feedback to inform future strategies.
*Qualifications:* Proven experience in client relationship management or a similar role. Excellent communication and interpersonal skills. Strong ability to connect with clients and build rapport. Basic understanding of investment products is a plus. Proficient in using CRM software and MS Office Suite. A positive attitude with a dedication to providing excellent service.
*What We Offer:* Competitive salary and benefits package. A supportive and fun team environment. Opportunities for professional growth and development. Flexible working hours and remote options.
*Application Deadline:* 7th November 2025
Desired Candidate Profile
A people focused professional with a passion for finance and client service. The ideal candidate builds strong relationships, communicates effectively, and ensures clients receive exceptional support throughout their investment journey.
Key Traits: Excellent communication and interpersonal skills.
Proven ability to build trust and long-term relationships.
Client-focused, proactive, and detail-oriented.
Comfortable using CRM tools and MS Office.
Basic understanding of investment products or eagerness to learn.
Background:
1+ years’ experience in client relationship management, financial services, or similar roles.
Bachelor’s degree in Business, Finance, or related field.
Positive, adaptable, and collaborative team player.
Ideal Fit: Someone energetic, organised, and motivated by helping clients achieve their financial goals while contributing to a dynamic, growth-focused team.
Employment Type
- Full Time
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Prestige Wealth Investments