Client Relationship Advisor

We are seeking a professional Client Relationship Advisor to join a client-facing team supporting corporate and individual clients with advisory, portfolio follow-up and relationship management. The role focuses on developing and maintaining client relationships, delivering clear guidance on client solutions, and supporting growth of an advisory portfolio in a professional services context.

This position suits a collaborative, customer-oriented advisor who is organised, comfortable running client meetings and presentations, and experienced in managing client portfolios or accounts.

Responsibilities

• Manage and develop a portfolio of corporate and individual clients, ensuring ongoing satisfaction and retention.
• Act as the primary point of contact for client enquiries, coordinating internally to deliver timely and accurate responses.
• Prepare and present client proposals, advice notes and solution summaries.
• Lead informational sessi...