Financial Services Relationship Manager

2 weeks ago


Adelaide, South Australia La Trobe Financial Full time
Job Summary

We are seeking a highly motivated and experienced Business Development Manager to join our Asset Management Division. As a key member of our team, you will be responsible for providing front line support and relationship management for our high-net-worth Financial Advisers and Planners.

Duties and Responsibilities
  • Provide exceptional service to Financial Advisers and Planners, responding to their needs and resolving any issues promptly.
  • Develop and execute strategies to engage with Financial Advisers and schedule appointments or follow-up meetings.
  • Activate leads to Financial Planners, Dealer Groups, and Platforms to drive business growth.
  • Meet sales targets, generate activity, and maintain relationships with key financial planning groups.
  • Manage databases and provide regular reporting to the National Distribution Manager.
  • Deliver presentations to groups of all sizes at PD days, conferences, and related events.
  • Maintain effective communication with Financial Planners, Dealer Group & Platform Representatives.
  • Travel interstate as required for divisional workshops, presentations, PD Days, and Conferences.
  • Represent La Trobe Financial in a professional manner and demonstrate our corporate values at all times.
About You
  • Tertiary qualification in a relevant discipline, preferably business, commerce, or finance.
  • 5+ years of sales experience in asset management, financial planning, or a similar field.
  • Excellent communication, interpersonal, and relationship management skills.


  • Adelaide, South Australia Bendigo Bank Full time

    Bendigo Bank OverviewWe pride ourselves on delivering high-quality banking and financial services to our customers. Our team of experts works closely with customers to develop tailored solutions that meet their specific needs.Job Summary:The Relationship Officer will be responsible for providing credit and administrative support to Relationship Executives....


  • Adelaide, South Australia Westpac Group Full time

    As a Mobile Lending Manager at the Westpac Group, you will be responsible for building and maintaining strong relationships with customers, particularly those who require lending products and services.You will work flexibly to deliver exceptional customer experiences, managing multiple customers across various markets. To achieve this, you will develop...


  • Adelaide, South Australia National Australia Bank Full time

    In this high-impact role, you will be responsible for leading and driving the strategic growth of our TWC proposition to financial institutions. You will leverage your established client network to develop and execute growth plans that drive revenue and profitability for TWC.You will be the go-to expert for our financial institution clients, delivering...


  • Adelaide, South Australia I WORK FOR SA Full time

    **Strategic Partnership Development Manager - Financial Services:This is an exciting opportunity to join our team as a Strategic Partnership Development Manager - Financial Services. In this role, you will be responsible for creating and maintaining strong relationships with our business partners to deliver financial services that meet their needs.**Key...


  • Adelaide, South Australia La Trobe Financial Full time

    Business Development Manager - Asset Management 1 day ago Be among the first 25 applicants Direct message the job poster from La Trobe Financial Australia's premier Alternative Asset Manager since 1952.Our culture combined with our commitment to service and our customers has seen La Trobe Financial grow to over $20 billion assets under management and over...


  • Adelaide, South Australia La Trobe Financial Full time

    Company OverviewLa Trobe Financial is Australia's premier Alternative Asset Manager since 1952. Our culture combined with our commitment to service and our customers has seen us grow to over $20 billion assets under management and over 550 employees deployed across the country.About the RoleWe are seeking a highly motivated and experienced Business...


  • Adelaide, South Australia La Trobe Financial Full time

    Business Development Manager - Asset Management1 day ago Be among the first 25 applicantsDirect message the job poster from La Trobe FinancialAustralia's premier Alternative Asset Manager since 1952. Our culture combined with our commitment to service and our customers has seen La Trobe Financial grow to over $20 billion assets under management and over 550...


  • Adelaide, South Australia Randstad Full time

    Manager: Financial ServicesAre you a strategic and people-focused financial leader looking to make a meaningful impact? We're searching for a dynamic and innovative finance professional to lead a high-performing team, optimise financial processes, and drive excellence in service delivery.About the RoleAs Manager: Financial Services, you will lead a team of...


  • Adelaide, South Australia Statedevelopment Full time

    Shape the economic future of South Australia by joining Statedevelopment as a ASO7 Principal Financial Analyst. In this role, you will lead the development of budget strategy and provide financial advice to drive business growth.About UsStatedevelopment is working to shape the future of our state by driving economic growth. Our role is to ensure that we are...

  • Relationship Manager

    2 weeks ago


    Adelaide, South Australia Westpac Group Full time

    Relationship Manager opening in our BankSA Property Finance teamSpecialist Property Development and Investment portfolioAdelaide CBD, with working flexibilityHow will I help?The Relationship Manager is responsible for managing and developing a portfolio of medium to large property connections with an average debt size of between $5M - $30M across both...


  • Adelaide, South Australia Westpac Group Full time

    Relationship Manager opening in our BankSA Property Finance teamSpecialist Property Development and Investment portfolioAdelaide CBD, with working flexibilityHow will I help?The Relationship Manager is responsible for managing and developing a portfolio of medium to large property connections with an average debt size of between $5M - $30M across both...


  • Adelaide, South Australia Reo Group Full time

    Leadership OpportunityWe are seeking an experienced Executive Financial Services Leader to join our team at the Reo Group. As a key member of the senior leadership team, you will play a critical role in shaping the future of the organization.As an executive financial services leader, you will be responsible for leading the financial accounting function,...


  • Adelaide, South Australia Australia and New Zealand Banking Group Limited Full time

    About UsWe are the Australia and New Zealand Banking Group Limited, a leading financial institution committed to delivering exceptional services to our customers. Our ANZ Private division caters to high net worth individuals and family groups, providing personalized relationship management and holistic solutions tailored to their unique needs.Our purpose is...


  • Adelaide, South Australia Local Government Finance Authority of South Australia (LGFA) Full time

    Job Title: Government Financial Services ManagerAbout Local Government Finance Authority of South Australia (LGFA)We are seeking a highly experienced Government Financial Services Manager to join our team at the Local Government Finance Authority of South Australia (LGFA). As a Government Financial Services Manager, you will play a key role in managing the...


  • Adelaide, South Australia Commonwealth Bank Full time

    Job DescriptionWe are seeking a skilled Financial Services Specialist to join our team in Adelaide. As a key member of our Property Finance team, you will play a critical role in building and maintaining strong relationships with clients.Company Overview:The Commonwealth Bank is a leading financial institution with a long history of providing exceptional...


  • Adelaide, South Australia Bendigo Bank Full time

    Great opportunity to join a highly successful and growing team with a great culture. Bring your strong financial analysis and credit writing skills to support our customer's needs end-to-end, including large and complex commercial lending.About the jobThe Relationship Officer's key role is to provide credit and administrative support to the Relationship...


  • Adelaide, South Australia Everi Pty Full time

    Are you passionate about delivering exceptional customer service? Do you want to work for a company that values diversity, inclusivity, and community? Then join us as a Financial Services Ambassador and become part of a dedicated team focused on delivering an outstanding customer experience.As a Financial Services Ambassador, you will be responsible for...


  • Adelaide, South Australia Health Full time

    About the Opportunity:This is an exciting opportunity to join our team as a Senior Business Manager and make a meaningful impact on our organisation's financial performance. As a key leader, you will be responsible for driving financial growth, improving efficiency, and providing expert financial advice.As a Senior Business Manager, you will be part of a...


  • Adelaide, South Australia Nexia Edwards Marshall Full time

    Career OpportunityWe are excited to offer a challenging and rewarding career opportunity for a Corporate Financial Services Specialist to join our team. As a key member of our team, you will play a crucial role in providing expert advice and guidance to clients across a range of financial services.The successful candidate will have extensive experience in...


  • Adelaide, South Australia REA Group Ltd. Part time

    Relationship Manager, HybridWe're REAWith bold and ambitious goals, REA Group is changing the way the world experiences property.No matter where you're at on your property journey, we're here to help with every step - whether that's finding or financing your next home.Our people are the key to our success.At the heart of everything we do, is a thriving...