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Business Relationship Manager

1 month ago

Melbourne, Victoria, Australia Australian Unity Full time

About Us

Australia's first wellbeing company, delivering health, wealth and care services for members and the community, is seeking a Business Relationship Manager to support clients without capacity to manage their affairs.

As a social enterprise motivated by its purpose to positively impact wellbeing, we reinvest profits to deliver products and services sustainably. Our approach to Real Wellbeing encompasses the whole experience of life, supporting individuals in their health, connecting them with their community and empowering them to live life on their terms.

This role involves working with clients to understand their individual needs and establishing an annual budget that meets those needs. Supported by a Senior Business Relationship Manager, the successful candidate will also provide updates to tribunals on client progress.

  • Arrange and attend client meetings and visits
  • Complete the annual Client Review process and budget review
  • Take responsibility for decisions made on behalf of clients, ensuring they align with our Delegation Framework and relevant SMEs are consulted
  • Effectively manage the end-to-end client relationship, actively supporting stakeholders associated with the client
  • Implement structures to protect client assets

About You:

  • Experience working directly with clients, ideally those with disabilities or mental illnesses
  • Strong VCAT experience
  • Ability to work with IT systems and maintain files and records
  • Capacity to write clear reports
  • Sound understanding of financial principles, including investment approaches and asset classes
  • Capacity to acquire knowledge on trusts and financial administration legislation
  • Exceptional communication skills, enabling the building of strong relationships

You will enjoy competitive salary + bonus program, extra yearly well-being and community leave days, 14-week paid parental leave and more. Australian Unity is an Equal Opportunity employer, encouraging applications from all members of the community.