Expert Financial Partnership Specialist

7 days ago

Gold Coast, Queensland, Australia beBeeCareer Full time $90,000 - $120,000
Relationship Manager Job Description">

About the Role:

We are seeking a skilled and driven Relationship Manager to join our team. In this role, you will be responsible for guiding clients toward financial freedom by delivering structured support with empathy and accountability.

Your primary focus will be on managing and monitoring an assigned client base through monthly check-ins and annual reviews. You will hold clients accountable to their financial strategy and progress, collaborating with internal teams and third-party professionals to deliver holistic financial support.

Key Responsibilities:

  • Manage and monitor an assigned client base
  • Hold clients accountable to their financial strategy and progress
  • Collaborate with internal teams and third-party professionals
  • Identify opportunities to improve client outcomes
  • Maintain accurate, compliant client records
  • Resolve queries professionally

Requirements:

  • Proven experience in client relationship management
  • Strong communication skills, attention to detail, and organisational ability
  • Comfortable working autonomously and adapting to flexible hours
  • Positive attitude, initiative, and commitment to high ethical and professional standards
  • Experience in financial services, mortgage lending or property is advantageous

Benefits:

  • Financial empowerment through free access to Infinity's services
  • Career growth opportunities in a rapidly scaling company
  • Competitive remuneration package
  • First-class onboarding program
  • Opportunities to give back to the community through charity initiatives

What We Offer:

At Infinity, we believe in empowering our employees to achieve financial freedom. We offer a range of benefits that go beyond a standard salary package. Our team members have access to exclusive discounts on financial products and services, as well as opportunities to develop their skills and advance their careers.

How to Apply:

If you are a motivated and experienced Relationship Manager looking for a new challenge, please submit your application today. We look forward to hearing from you

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