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Building Long-Term Partnerships
2 weeks ago
We are seeking an experienced Business Relationship Specialist to join our dynamic team. In this role, you will be responsible for building and maintaining strong relationships with clients and key stakeholders to ensure high levels of satisfaction and business retention.
- Key Responsibilities:
- Develop and maintain strong relationships with clients and key stakeholders to ensure high levels of satisfaction and business retention.
- Identify and pursue new business opportunities from both existing and potential clients to meet and exceed sales targets.
- Engage proactively with investors, focusing on outbound calls to understand their needs, while also accommodating inbound calls and in-person meetings as required.
- Manage a portfolio of clients, addressing their needs and resolving issues promptly to ensure comprehensive account management.
- Collaborate with internal teams to ensure seamless service delivery and support business growth.
- Achieve and exceed KPIs related to client engagement, business development, and retention.
- Sales Acumen: demonstrated ability to identify and capitalize on business opportunities.
- Market Awareness: Stay informed about market trends and developments to provide relevant information to clients.
- Banking/finance experience: minimum three (3) years. Similar experience in a multi-asset funds management role will be highly regarded.
- Excellent verbal and written communication skills: with the ability to engage clients through various methods including phone calls, in-person meetings, and emails.
- Self-driven: capable of autonomously achieving their own outcomes.
- Flexible attitude: with the ability to prioritize and adapt to changing workloads and tasks.
- Ability to remain calm: and a team player during times of high pressure.
- Celebrate your birthday – with a paid day off, just for you.
- Give back – with paid volunteer days to support causes you care about;
- More time for you – purchase additional annual leave when you need it;
- Support for families – 18 weeks paid primary carer parental leave plus superannuation contributions;
- Wild perks – free annual membership to Taronga Zoo and Collingwood Football Club
- Wellbeing first – access to our Employee Assistance Program (EAP);
- Keep growing – with ongoing training and development opportunities;
- Retail therapy – enjoy discounts through Reward Gateway.
We're all about balance – delivering great work and enjoying the journey.
