Do you want to work with some of Australia's most sophisticated clients?

Would you value direct mentoring from an experienced Managing Partner, exposure to complex wealth structures, and a clear pathway to managing your own portfolio of clients?

If so, this could be the career opportunity you've been waiting for.

A rare opportunity has become available to join a highly regarded independent wealth management firm in Brisbane, working with a select group of ultra-high-net-worth clients across every aspect of their financial lives.

The Opportunity

As a Client Relationship Manager, you'll work closely with the Managing Partner to provide an exceptional level of service across all aspects of clients' financial lives.

Your responsibilities will include:

Acting as a key point of contact for a portfolio of ultra-high-net-worth individuals and families

Building trusted, long-term relationships through exceptional service and proactive communication

Coordinating complex investment portfolios across listed markets, private equity, real estate and alternative investments

Assisting with cash flow management, budgeting and broader wealth administration

Liaising with accountants, lawyers, investment managers and other specialist advisers

Supporting philanthropic initiatives, charitable foundations and family governance matters

Assisting with trusts, estate planning and intergenerational wealth considerations

Coordinating meetings, reporting and strategic reviews

Ensuring every client interaction is delivered with absolute professionalism, discretion and attention to detail

About You

We're open to professionals with anywhere from 1 to 5+ years' experience who are passionate about building a long-term career in ultra-high-net-worth wealth management.

You'll ideally bring:

Experience within private banking, wealth management, financial planning, accounting or legal services

Strong relationship management and client service skills

A polished, professional communication style

Outstanding organisational skills and exceptional attention to detail

A proactive, solutions-focused approach

High levels of integrity, discretion and professionalism

A genuine desire to build a career working with ultra-high-net-worth clients

Why Join?

Rare opportunity to work directly alongside a highly respected Managing Partner

Genuine client relationship role—not purely administrative

Exposure to sophisticated investment strategies and complex wealth structures

Clear long-term pathway to managing your own portfolio of UHNW clients

Exceptional mentoring and career development

Work with a small number of high-value relationships where quality of service is paramount

Collaborative, professional and high-performing team environment

Brisbane CBD location

Please send CV's to ••••@berrittaconsulting.com.au