Relationship Manager

9 hours ago

Council of the City of Sydney, Australia ROBERT WALTERS AUSTRALIA Full time

Overview

An innovative fintech business focused on transforming wealth management. The company provides scalable, conflict-free alternatives to traditional financial planning software and wrap platforms, helping advisers deliver more efficient, client-centric advice.

Responsibilities

- Build and maintain strong adviser relationships, supporting business growth and product utilisation
- Deliver tailored training on platform features, new releases, and regulatory changes
- Conduct client meetings to review service performance and identify optimisation opportunities
- Act as an escalation point for account managers and analyse data to identify trends, risks, and training needs
- Collaborate with sales, product, and marketing teams to enhance adviser experience and identify upsell opportunities
- Gather adviser feedback to inform product development
- Monitor adoption and implement targeted engagement plans

Experience & Skills

- 3+ years’ relationship management experience (ideally in wealth management, investment platforms, financial advice, or stockbroking)
- Strong relationship-building and communication skills
- Ability to align technology capabilities with business objectives
- Analytical and data-driven mindset
- Solid understanding of wealth management and regulatory frameworks
- Proactive, client-centric, and adaptable

Aboriginal and Torres Strait Islander Peoples are encouraged to apply.

To apply please click apply or contact Bianca Loughran on +61 2 8289 3122 or bianca.loughran@robertwalters.com.au for a confidential discussion.

About the job

- Contract Type: Permanent
- Focus: Private Wealth Management
- Workplace Type: On-site
- Experience Level: Mid Management
- Location: Sydney CBD
- Industry: Financial Services
- Salary: Negotiable
- Specialism: Banking & Financial Services

Date posted: 4 September 2025

Consultant: Bianca Loughran

Job Reference: T6TV24-287A2DEA

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