Senior Relationship Manager - Financial Planning & Wealth

Blueprint Wealth; Western Australia; On-site; AUD 90,000 - 120,000; Full time

Job summary

Blueprint Wealth in Perth is seeking an experienced Relationship Manager to oversee a portfolio of clients and coordinate reviews with our Financial Advisers.

The ideal candidate has 5+ years in financial planning or wealth management, strong client-service skills, and the ability to manage multiple priorities in a fast-paced environment.

This is a full-time, on-site role based in WA, requiring a proactive approach to delivering exceptional client service and building long-term relationships.

Qualifications

• 5+ years' experience in financial planning or wealth management.
• Strong understanding of financial planning processes and compliance requirements.
• Experience supporting Advisers and managing client relationships.
• Exceptional communication and relationship-building skills.
• High attention to detail and ability to manage competing priorities.
• Proactive, solutions-focused approach to client service and team collaboration.

Responsibilities

• Primary point of contact for a portfolio of clients.
• Coordinate reviews with Financial Advisers to implement advice strategies.
• Manage client enquiries and ensure outstanding client service.
• Support the delivery of financial plans and advice recommendations.

Skills

Relationship management

Client service

Communication

Attention to detail

Team collaboration

Problem solving

Job description

Blueprint Wealth in Perth is seeking an experienced Relationship Manager to oversee a portfolio of clients and coordinate reviews with our Financial Advisers.

The ideal candidate has 5+ years in financial planning or wealth management, strong client-service skills, and the ability to manage multiple priorities in a fast-paced environment.

This is a full-time, on-site role based in WA, requiring a proactive approach to delivering exceptional client service and building long-term relationships.