Private Wealth Client Services Lead

Netwealth - See Wealth Differently (ASX:NWL); Melbourne; Hybrid; AUD 140,000 - 190,000; Full time

Benefits offered by this job

Hybrid work model

Melbourne CBD office

Wellbeing program

Paid parental leave

Volunteering opportunities

Job summary

Netwealth is seeking a Manager to lead a team that delivers proactive, personalised support to its largest wholesale and private wealth clients. You’ll build trusted relationships with advisers and executives, oversee complex escalations, and partner with senior stakeholders to shape client outcomes.

You’ll be responsible for coaching experienced consultants, driving continuous improvement, and ensuring a highly personalised service experience. Join a leading fintech shaping wealth in Australia.

Qualifications

• Proven experience leading teams of client consultants.
• Strong track record in high-touch client service.
• Ability to manage escalations and deliver commitments.
• Excellent communication and influencing skills.

Responsibilities

• As Manager, lead a team delivering proactive, personalised support to top clients.
• Build trusted relationships with advisers and executives and participate in client reviews.
• Coach and develop team members, drive data-informed improvement, and handle escalations.

Skills

Leadership

Client relationship management

Coaching & development

Stakeholder management

Job description

Netwealth is seeking a Manager to lead a team that delivers proactive, personalised support to its largest wholesale and private wealth clients. You’ll build trusted relationships with advisers and executives, oversee complex escalations, and partner with senior stakeholders to shape client outcomes.

You’ll be responsible for coaching experienced consultants, driving continuous improvement, and ensuring a highly personalised service experience. Join a leading fintech shaping wealth in Australia.