relationship advisor jobs in Sydney, NSW

A luxury fashion brand is seeking a Client Advisor in New South Wales to provide exceptional client service and build strong client relationships. The role requires at least 2 years of retail or hospitality experience, preferably in luxury, along with a commitment to achieving sales targets. The ideal candidate will be fluent in English and have strong CRM and selling skills, along with the...

A respected recruitment firm is looking for a Financial Advisor in Sydney. The role involves providing tailored financial advice, analysing information for strategies, and assisting clients with insurance products. The candidate should have qualifications in Finance or Economics and proven experience in the Insurance industry. Strong communication skills and proficiency in financial software are...

A global investment group is looking for a relationship-focused individual to manage high-net-worth clients and help them achieve their financial goals. This position involves collaboration with internal teams and regular discussions about portfolio direction. The ideal candidate will possess a strong background in financial services and proven ability to build trust with sophisticated investors....

A global investment group is seeking a Client Manager to strengthen relationships with high-net-worth clients. The ideal candidate will manage client portfolios, conduct proactive check-ins, and collaborate with investment specialists to ensure alignment with clients' long-term financial goals. Strong experience in financial advice or wealth management is essential, along with tertiary...

A healthcare company in New South Wales seeks a client support professional to engage with NDIS participants and ensure a smooth onboarding experience. This role requires strong communication skills and at least 2 years of experience in customer service. The position offers a hybrid working model that blends office and remote work, plus generous benefits including health insurance discounts and...

Join to apply for the Relationship Manager - HNW role at StoneX Group Inc. 2 days ago Be among the first 25 applicants Join to apply for the Relationship Manager - HNW role at StoneX Group Inc. Overview Class: Full-time AND Permanent Legal Entity: StoneX Financial Pty Ltd Organization: StoneX Financial Pty Ltd Report to: VP, Senior Manager Retail – China & Japan Company...

A$130,000 p/a + Super + Annual & Sick Leave Benefits Sales → Account & Relationship Management Hybrid Posted 1 day ago Exciting opportunity for a Relationship Manager to take full ownership of a portfolio of high-value SMB merchants. This isn't standard account management; you’ll be the strategic leader of your portfolio, building C-level relationships to drive growth for partners in the...

Help to shape Sydney's Business landscape At Bendigo Bank, we're not just looking for another banker. We're searching for a strategic partner to manage a complex, high-value portfolio and drive significant growth. This is your opportunity to leverage your expertise, operate with autonomy, and mentor the next generation, all while being part of a bank that genuinely invests in the prosperity of...

Overview We are seeking a Relationship Manager with a passion for building strong and lasting relationships and a drive to deliver genuine value for our customers. If this sounds like you, apply now! We’re with you Established in 2001, Bank of Sydney is a growing retail bank that delivers delight to customers across Sydney, Melbourne and Adelaide. With just under 200 staff, our purpose is to...

A reputable recruitment firm is seeking a Financial Advisor in Sydney to provide tailored financial advice and build strong client relationships. This hybrid role requires relevant qualifications and experience, along with exceptional communication skills. You'll be part of a well-regarded organization in the Insurance sector, focusing on client satisfaction and ethical standards. This is a...

Overview Cognizant is one of the world’s leading professional services companies, transforming clients’ business, operating and technology models for the digital era. Our unique industry-based, consultative approach helps clients envision, build and run more innovative and efficient businesses. Headquartered in the U.S., Cognizant is ranked on the Fortune 500 and is consistently listed among the...

Overview Class: Full-time AND Permanent Legal Entity: StoneX Financial Pty Ltd Organization: StoneX Financial Pty Ltd Report to: VP, Senior Manager Retail – China & Japan Company Overview: Connecting clients to markets – and talent to opportunity. StoneX (formerly known as INTL FCStone) is an institutional-grade financial services network that connects companies, organisations and...

The Opportunity Join Amplar Health as a Relationship Manager in the Customer Success team and play a key role in building strong partnerships that deliver better health outcomes. In this role, you’ll manage existing contracts, strengthen external relationships, and ensure services align with customer goals. You’ll also prepare and deliver presentations to external stakeholders, showcasing the...

Relationship Manager – ESME (Established Small Medium Enterprise) - Shift At Shift, we're business specialists dedicated to helping Australian SMEs take control of their cashflow, streamline trade terms and choose the right financial products. We've helped solve the credit and payment pain points for more than 25,000 businesses, providing over $3.5 billion in aggregate funding. You'll be joining...

Some career choices have more impact than others. At HSBC we exist with the purpose of Opening up a World of Opportunity. We use our unique expertise, capabilities, breadth and perspectives to provide opportunities for our customers and colleagues through global connectivity. We bring together the people, ideas and capital that nurture progress and growth, helping to create a better world – for...

- Hybrid role with a warm client database, strong brand support - Clear pathway to senior technical leadership with strong compliance About Our Client This role is with a well-regarded organisation in the Insurance sector, operating within the Banking & Financial Services department. As a mid-sized company, they are committed to delivering top-notch financial solutions and fostering a...

Join a Business with a legacy of backing Australian Farmers. For over 160 years, Bendigo Bank has been at the heart of Australian communities, earning its place as the nation's most trusted bank. Our story is one of partnership, resilience, and an unwavering commitment to the people we serve. Now, as Bendigo Bank Agribusiness, we are proud to carry forward the specialized expertise of Rural...

Overview Let's talk about nib Thrive. nib's vision is better health and wellbeing for all Australians. We know there are few greater opportunities for us to have a meaningful social impact than in keeping people healthy, and now, in supporting people with disabilities. We plan to do this through innovative, human and digital solutions to make a difference to people who seek convenience,...

About Our Client This role is with a well-regarded organisation in the Insurance sector, operating within the Banking & Financial Services department. As a mid-sized company, they are committed to delivering top-notch financial solutions and fostering a professional and supportive work environment. Job Description - Provide tailored financial advice to clients in line with their individual...

Let’s talk about nib Thrive Nib’s vision is better health and wellbeing for all Australians. We know there are few greater opportunities for us to have a meaningful social impact than in keeping people healthy, and now, in supporting people with disabilities. We plan to do this through innovative, human and digital solutions to make a difference to people who seek convenience, accessibility and...