Client Relationship Manager

2 days ago


Auckland, Auckland, New Zealand Cleary Wealth Management Full time

Cleary Wealth Management Overview

We are a boutique wealth advisory firm based in Auckland's CBD, providing stability and a professional work environment. Our dynamic team offers a broad range of tasks, making each day interesting and varied.

This role involves supporting client service and administrative tasks while gaining exposure to the exciting world of portfolio management, investment analysis, and global financial markets.

Key Responsibilities:

  • Welcoming visitors and managing meeting rooms
  • Organizing client meetings and preparing reports
  • Preparing portfolio performance reports and invoices
  • Supporting sales activities, including correspondence and onboarding new clients
  • Managing the email inbox, filing, and scanning
  • Assisting with product administration and launches to market
  • Maintaining client information to meet AML and compliance requirements
  • Distributing client newsletters and coordinating client events
  • General office administration, including updating manuals

Required Skills and Qualifications:

  • A positive, 'can-do' attitude and a strong team orientation
  • Highly organized with excellent attention to detail
  • Exceptional interpersonal skills suitable for a professional environment where high standards and confidentiality are essential
  • 3+ years of experience in administration, PA, or client service
  • Strong written, verbal, and overall communication skills
  • The ability to work independently


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