Relationship Manager

HippoWealth

Sydney NSW, Australia

Company Description

HippoWealth is a financial services company located in Sydney, NSW, with a mission to provide peace of mind and protection to more Australian families while saving them time and money.

Role Description

This is a full-time on-site role for a Relationship Manager at HippoWealth. The Relationship Manager will be responsible for managing relationships with clients, developing and implementing strategies to meet clients' goals. The Relationship Manager will also be responsible for maintaining accurate records and staying up-to-date with industry regulations.

Qualifications
• Strong interpersonal and relationship management skills
• Excellent communication and presentation skills
• Financial planning and advisory skills
• Knowledge of investment strategies and products
• Ability to research and analyze market data
• Strong organizational and time management skills
• Bachelor's degree in Finance, Business, Economics or related field
• Experience in the financial... More Detail

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