• Great opportunity
• CBD based
• Market leader

My client, a market leader in the provision of Wealth Management Software is looking for an experienced Account Manager to look after existing clients who have implemented the Company's financial software product suite. As the successful Account Manager you will build relationships with your clients and become a SME in company financial software products including Xplan and Visiplan.

Position responsibilities:

- provide excellent service to existing clients with regards to their Wealth Management Software
- deliver solutions and manage client expectations
- effectively demonstrate company products to clients
- gain thorough knowledge of client's business and software requirements
- assist clients in training on company products
- become a SME in Xplan, Visiplan and Visiweb
- manage multiple projects

Position requirements:

- Diploma of Financial Planning
- Financial Planning experience
- Working knowledge of Xplan and one of the following; Visiplan or Visiweb
- Solid IT skills
- Excellent client relationship management
- Excellent communication skills

If you are interested in this fantastic opportunity do not hesitate to apply by clicking on the link below.