Relationship Manager

4 months ago

Sydney, Australia CFS Full time

Are you ready to be part of an organisation that values expertise, passion and diversity? At CFS we know that the foundation of our success lies in our exceptional people. We believe in celebrating individuality, have a passion for high performance and creating an environment where you can unleash your full potential. Our people enable us to make a difference and deliver exceptional experiences to help our customers achieve financial freedom.

**Your Team**

Your new role is in the Corporate Superannuation team in our Distribution business unit. The team consists of Relationship Managers and Relationship Consultants who manage the ongoing employer, member, and adviser relationships for existing corporate superannuation plans. They are responsible for the retention and development of our employer superannuation relationships, including ongoing member and employer services.

**Your Responsibilities**

You will help grow our fund by increasing the number of members that come through the employers we look after, and increasing the support we offer to retain existing members.

You will achieve this by:

- Developing and maintaining strong relationships with the aim to improve overall growth and engagement across a dedicated panel of employers and advisers.
- Understanding the needs and drivers of all clients across your panel and using these to implement a tailored Client Service Plan
- Supporting CFS growth and retention initiatives and implementing them in a mutually beneficial way for the client and CFS
- Planning and agreeing on the delivery of onsite education and engagement with internal Education and Marketing teams
- Using effective presentation skills and material to educate clients by tailoring your approach to suit their level of knowledge
- Establishing and attending regular policy committee meetings across your designated panel

**Your Capability and Experience**
- Experience in corporate superannuation; sound understanding of current and proposed superannuation legislation, industry trends and superannuation products
- Strong relationship management and influencing skills
- Ability to identify client needs and respond in a timely, professional manner
- Excellent communication and presentation skills
- Commercial mindset with a sense of urgency and ownership of outcomes
- RG 146 accredited

**What to Expect**

At CFS, you'll be working among the very best in the wealth management industry. It's an inspiring environment that encourages development and celebrates success. Other things to look forward to:

- Access to CFS Employer Super
- Life Leave - 3 days per annum
- Access to Sonder who provides human-powered medical, mental health and safety support through one easy-to-use app enabling you to get support whenever and wherever you need.
- Access to Corporate rates with BUPA Health Insurance
- Confidential coaching and counselling services supporting life, mind, body, relationships, work and family to assist you in taking charge of your own health and wellbeing

**CFS Culture**

At CFS we are committed to creating a thriving environment where individuals can flourish. We believe that success is built upon strong teams, and we are dedicated to celebrating uniqueness, championing individuality and supporting a diverse and inclusive workforce. We believe that when you can truly be yourself, you can unlock your full potential.

  • Relationship Manager

    3 weeks ago

    Sydney, New South Wales, Australia Equity Trustees Full time

    About the RoleWe are seeking a highly skilled and experienced professional to join our team as a Relationship Manager, Compliance Officer, and Client Service Manager. As a key member of our team, you will be responsible for managing all aspects of relationship building and compliance within our compliance framework for an allocated group of corporate...

  • Relationship Manager

    3 weeks ago

    Sydney, New South Wales, Australia Commonwealth Bank Full time

    About the RoleWe are seeking a highly skilled and experienced Relationship Executive to join our team at Commonwealth Bank. As a key member of our Business Banking team, you will be responsible for building and maintaining strong relationships with our clients, providing them with tailored solutions to meet their complex banking needs.Key...

  • Relationship Manager

    3 weeks ago

    Sydney, New South Wales, Australia Commonwealth Bank of Australia Full time

    About the RoleWe are seeking a highly skilled and experienced Relationship Executive to join our Major Client Group team at the Commonwealth Bank of Australia. As a key member of our team, you will be responsible for building and maintaining strong relationships with our largest and most complex clients, providing them with tailored solutions to meet their...

  • Relationship Manager

    1 day ago

    Sydney, New South Wales, Australia BOQ Specialist Full time

    About the RoleWe are seeking an experienced Relationship Executive to join our Commercial team at BOQ Specialist. As a Relationship Executive, you will be responsible for originating, retaining, and managing a portfolio of clients.You will work closely with a dedicated analyst to manage a diversified portfolio, promoting our commercial product offering to...

  • Relationship Manager

    3 weeks ago

    Sydney, Australia LexisNexis Full time

    Relationship Manager Will you like to join a leader in legal insights and technology? Are you a talented sales professional? About our Team LexisNexis Legal & Professional, which serves customers in more than 150 countries with 11,300 employees worldwide, is part of RELX, a global provider of information-based analytics and decision tools for...

  • Relationship Manager

    1 day ago

    Sydney, New South Wales, Australia Iress Full time

    About the RoleWe are seeking a skilled Relationship Manager to join our team at Iress. As a Relationship Manager, you will play a crucial role in managing and nurturing client relationships with our Buyside clients to drive business growth and customer satisfaction.Key ResponsibilitiesClient Engagement and Retention: Building and maintaining strong,...

  • Relationship Manager

    6 days ago

    Sydney, New South Wales, Australia Profusion Group Full time

    Unlock Your Potential in a Dynamic RoleAt Profusion Group, we're seeking a skilled Relationship Manager to drive international client relationships and distribution strategies. As a key member of our team, you'll thrive in a fast-paced environment where innovation and collaboration come together.About the RoleTake charge of international client onboarding...

  • Relationship Manager

    4 months ago

    Sydney, Australia Cause Recruitment Full time

    **Part time (3-4 days per week) permanent role, hybrid working arrangements on offer with majority working from home**: - **Competitive salary + salary packaging**: - **Outstanding opportunity to develop & lead the philanthropic fundraising efforts at an exciting time of investment and growth!** **ORGANISATION** Our client is thrilled to be making...

  • Relationship Manager

    4 months ago

    Sydney, Australia LexisNexis Full time

    Job Purpose: The Relationship Manager is responsible for proactively managing existing customers, building and nurturing relationships within a defined territory. The portfolio consists of ~100 small to mid-sized clients in NSW, SA, Perth. The role will be tasked with upselling variety of LexisNexis products, identifying opportunities to grow accounts,...

  • Relationship Manager

    7 days ago

    Sydney, New South Wales, Australia TMGM Full time

    About TMGMWe are a leading online trading and investment services provider, proudly serving as Chelsea FC's Official Regional Online Forex and Trading Partner in Asia Pacific. With a global presence and offices spanning three continents, we have earned our reputation as a trusted CFD trading provider.We embody excellence through a commitment to regulatory...

  • Relationship Manager

    5 days ago

    Sydney, New South Wales, Australia TMGM Full time

    About TMGMTMGM is a leading online trading and investment services provider, proudly serving as Chelsea FC's Official Regional Online Forex and Trading Partner in Asia Pacific. With a global presence and offices spanning three continents, TMGM has earned its reputation as a trusted CFD trading provider.We embody excellence through a commitment to regulatory...

  • Relationship Manager

    2 weeks ago

    Sydney, New South Wales, Australia Plenti Pty Limited Full time

    About PlentiPlenti is a fintech lender that's revolutionizing the way people access loans. With a strong focus on innovation and customer satisfaction, we're committed to providing faster, fairer loans that meet the needs of our customers.The OpportunityWe're seeking a highly motivated and experienced Relationship Manager to join our Sydney team. As a key...

  • Relationship Manager

    1 week ago

    Sydney, New South Wales, Australia TMGM Full time

    About TMGMWe are a leading online trading and investment services provider, proudly serving as Chelsea FC's Official Regional Online Forex and Trading Partner in Asia Pacific. With a global presence and offices spanning three continents, we have earned our reputation as a trusted CFD trading provider.Our vision goes beyond providing a platform for trading;...

  • Relationship Manager

    4 days ago

    Sydney, New South Wales, Australia TMGM Full time

    About TMGMTMGM is a leading online trading and investment services provider, proudly serving as Chelsea FC's Official Regional Online Forex and Trading Partner in Asia Pacific. With a global presence and offices spanning three continents, TMGM has earned its reputation as a trusted CFD trading provider.We embody excellence through a commitment to regulatory...

  • Relationship Manager

    4 months ago

    Sydney, Australia BNP Paribas Full time

    RELATIONSHIP MANAGER (JOB NUMBER: C D000592) **Position Purpose** **Mission** - Retain, develop and grow partnerships - Ensure a long term client partnership with high levels of client satisfaction - Ensure financial objectives and goals are achieved - Define and execute clear account strategies - Bring the best of BNP Paribas to create value for the...

  • Relationship Manager

    4 months ago

    Sydney, Australia St.George Full time

    Manage a Consumer Goods & Transport portfolio - Acquisition and business development focus - Barangaroo or Bankstown location, with work flexibility **How will I help?** St.George supports Australian industry through a network of professional bankers, specialists and support teams, and we’re committed to offering deep expertise and customer service...

  • Relationship Manager

    3 weeks ago

    Sydney, New South Wales, Australia eFinancialCareers Ltd. Full time

    About the RoleWe are seeking a skilled Relationship Executive to join our team at eFinancialCareers Ltd. as a key member of our Business Banking division.Key Responsibilities:Develop and maintain strong relationships with a portfolio of high-value clients across the large commercial sector.Understand the specific needs and goals of clients and provide...

  • Relationship Manager

    3 weeks ago

    Sydney, New South Wales, Australia Commonwealth Bank Full time

    About the RoleWe are seeking a highly skilled and experienced Relationship Manager to join our Commercial Banking team at Commonwealth Bank. As a key member of our team, you will be responsible for building and maintaining strong relationships with our business clients, providing them with tailored financial solutions to help them achieve their goals.Key...

  • Relationship Manager/relationship Director

    4 months ago

    Sydney, Australia St.George Full time

    St.George Property Team is a Pure Property Vertical & is a significant contributor to the performance of St.George Business Bank. We support commercial property investors and developers across all sectors throughout New South Wales. - Specialist Property Development and Investment portfolio - Relationship Manager or Relationship Director opening (dependent...

  • Relationship Manager

    3 weeks ago

    Sydney, New South Wales, Australia Everi Pty Full time

    About the RoleWe are seeking a highly motivated and experienced Relationship Manager to join our team at Everi Pty. As a key member of our Sales operations, you will play a critical role in driving business growth and developing strong relationships with our Automotive Finance partners.Key ResponsibilitiesManage and develop a portfolio of existing broker...