Relationship Expert

5 days ago

Brisbane, Queensland, Australia beBeerelationship Full time $100,000 - $150,000
Job Opportunity

We are seeking a skilled Relationship Manager to join our team. As a Relationship Manager, you will play a crucial role in driving sales and business development activities across a specific panel of clients.


Your key responsibilities will include:

  • Proactive and data-driven account management to increase sales and revenue, meeting set KPIs.
  • Providing key account support and strategic advice to financial intermediaries promoting our platform products.

You will manage identified transition opportunities from start to finish, ensuring seamless experiences for clients. You will also refer and assist sales activity of specialist offerings within our product suite.


Requirements

To be successful in this role, you will need:

  • Demonstrated experience in a Sales environment (Business Development, Consulting, Advisory) in Financial Services with a strong background in Wealth Management.
  • Previous experience in Platforms and service within Financial Advice is highly regarded.
  • Strong technical knowledge of superannuation and an excellent understanding of how Platforms (Master Trusts & Wraps) work.
  • Exceptional communication and interpersonal skills with individuals at all levels.
  • Completion of RG146.

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