Relationship Manager

Rivkin Private Wealth; Sydney; On-site; AUD 90,000 - 130,000; Full time

Benefits offered by this job

Client-facing role

Training on wealth platforms

RG146 completion support

Collaborative team culture

Job summary

Rivkin Private Wealth is seeking an experienced Relationship Manager to be the single point of contact for a portfolio of private clients. You will coordinate across Rivkin's services, working closely with internal teams and the Head of Private Wealth to ensure every request is handled in a timely, accurate and personal way.

This is a senior client service role, supported by a dedicated admin team, suited to someone with a solid background in financial services client service or administration

Qualifications

• 3–4 years' experience in financial services client service, administration or relationship support.
• Excellent written and verbal communication skills for high-net-worth clients.
• Attention to detail and accuracy with strong organisational skills.
• Proficiency with CRM systems and MS Office; discreet, client-first approach.
• Willingness to complete RG146 if not already compliant.

Responsibilities

• Act as the single point of contact for a portfolio of Private Wealth clients.
• Respond to client enquiries by phone and email promptly and professionally.
• Coordinate client reviews, agendas, packs and follow-up actions.
• Track onboarding, transactions and account changes; ensure timely completion.
• Ensure regulatory obligations, including Privacy and AML/CTF requirements, are met.

Skills

Client relationship management

CRM systems

MS Office

Excellent communication

Attention to detail

Organisational skills

Discretion and professionalism

Education

RG146 compliant

Tools

MS Outlook

MS Word

MS Excel

CRM software

Job description

About Rivkin Private Wealth

Rivkin Private Wealth brings the discipline behind the Rivkin family's own investing to a select group of entrepreneurs, executives, business owners and families. Supported by a regulated financial services heritage dating to 1996, we commit our own capital alongside our clients', so that our interests are shared from the outset.

Our purpose is to bring clarity, rigour and a long-term perspective to individuals whose wealth has become increasingly complex. We believe every client relationship should begin with alignment and endure through changing markets, opportunities and generations.

Our investment span public and private markets globally and the full capital structure, including private equity, private credit, property, venture capital and listed securities. Since 2010, we have built a wholesale investment management service across multiple asset classes, guided by trust, discretion and continuity,

About the Role

Our Private Wealth team is looking for an experienced Relationship Manager to be the single point of contact for a portfolio of private clients. Rather than dealing with different departments, our clients come to you – and you coordinate everything they need across Rivkin's services, working closely with our internal teams and the Head of Private Wealth to make sure every request is handled in a timely, accurate and personal way.

This is a senior client service role, supported by a dedicated admin team, suited to someone with a solid background in financial services client service or administration who takes pride in clear communication, precision and seeing every task through to completion. Success means clients who feel well looked after, a smooth working rhythm with the admin team, and nothing falling through the cracks.

Key Responsibilities

Client Relationship & Communication

• Act as the single point of contact for a portfolio of Private Wealth clients, building trusted, long-term relationships.
• Respond to client enquiries by phone and email promptly, clearly and professionally, within agreed service standards.
• Keep clients informed at every stage – confirming requests, providing updates and closing the loop once work is complete.
• Coordinate client review meetings, including agendas, review packs and follow-up actions.
• Identify opportunities to deepen client relationships and introduce clients to other Rivkin services where appropriate.

Coordination with the Admin Team

• Work hand-in-hand with the Private Wealth admin team, passing on client requests with clear, accurate instructions.
• Track the progress of client work – onboarding, transactions, account changes and paperwork – and follow up until it is complete.
• Ensure processes run smoothly between clients, the admin team and other Rivkin departments, resolving bottlenecks quickly.
• Check that client records and file notes in the CRM are complete and up to date.
• Ensure client interactions meet internal procedures and regulatory obligations, including Privacy and AML/CTF requirements.
• Work closely with the Head of Private Wealth to manage priorities and service standards across your client portfolio.
• Share client feedback and suggest improvements to make the client experience and internal processes smoother.
• Support client communications and Private Wealth client events.

What We're Looking For

• 3–4 years' experience in financial services client service, administration or relationship support (e.g. wealth management, stockbroking, financial planning or private banking).
• Excellent written and verbal communication skills, with the confidence to deal with high-net-worth clients and senior stakeholders.
• Exceptional attention to detail and a high standard of accuracy.
• Strong organisational and follow-up skills – you coordinate others, manage multiple priorities and close out every open item.
• Proficiency with CRM systems and MS Office (Outlook, Word, Excel).
• A professional, discreet and client-first approach.
• RG146 compliant, or willing to complete it (Rivkin will support you).
• Working knowledge of equities, managed funds and SMSFs.

What We Offer

• A client-facing role in a growing Private Wealth team, with direct access to the Head of Private Wealth and the support of a dedicated admin team.
• Training on our systems and wealth platforms – no prior platform experience required.
• Support to complete RG146 and ongoing professional development.
• A collaborative, supportive team culture

If this sounds like the opportunity you've been looking for, we'd love to hear from you.