Relationship Manager

2 weeks ago

Sydney, Australia B & K Consulting Full time

Our client is a growing boutique funds management business which has a real reputation for being innovative and highly client focused. They have an established institutional client base, and their areas of real growth are the wholesale and HNW channels. This role will support the Distribution Director and CEO around firming up current relationships, and looking at opportunities to grow with current and potential new clients.

This role will be a busy one and very outbound with an expectation to assist with roadshows and sales opportunities, to manage roadshow client follow-up, and client servicing (including quarterly review calls, clients requests). It's not a sales delivery focused role and you will represent the fund at industry conferences, and you will need exceptional presentation skills.

**Key Responsibilities**:

- Build and maintain strong, long-lasting relationships with clients to ensure their client satisfaction and further business
- Serve as the main point of contact for clients, addressing their queries and concerns and circulate messages internally
- Develop and implement strategies to improve client retention rates and keep them proactively updated around products updates
- Coordinate and participate in client-related events, such as meetings, conferences, or special engagements - especially with HNW clients
- Represent the fund at industry events, maintaining a professional approach and promoting positive client relationships
- Collaborate with internal teams (e.g., marketing, operations and sales) to ensure client needs are being met efficiently.
- Prepare and deliver regular client reports, performance reviews, and business analysis.
- Resolve issues or complaints effectively, working with other departments to find solutions.

This will be a role with a lot of client engagement and travel involved so you need to be able to commit to this type of role. It may not always be 9-5 by nature of the role requirements. You will work alongside a highly motivated team and represent an extremely successful and innovative fund.

  • Relationship Manager

    1 week ago

    Sydney, Australia Wellington Management Full time

    About Us Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that...

  • Relationship Manager

    7 days ago

    Sydney, New South Wales, Australia MUFG Full time $80,000 - $120,000 per year

    Sydney preferred | Melbourne considered | Permanent roleOur Fund Services team is seeking an experienced Relationship Manager to join our high-performing and collaborative team. This is an exciting opportunity to manage a portfolio of premium Tier 1 and Tier 2 clients, delivering exceptional service while driving client retention and growth.About the RoleAs...

  • Relationship Manager

    1 week ago

    Sydney, New South Wales, Australia MUFG Pension & Market Services Full time $80,000 - $120,000 per year

    A global, digitally enabled business that empowers a brighter future by connecting millions of people with their assets – safely, securely and responsibly. Through our two businesses MUFG Retirement Solutions and MUFG Corporate Markets, we partner with a diversified portfolio of global clients to provide robust, efficient and scalable services,...

  • Relationship Manager

    2 weeks ago

    Sydney, Australia Shift Full time

    Location Sydney Employment Type Full time Location Type Hybrid Department Broker Sales **Who is Shift?** At Shift, we’re business specialists dedicated to helping Australian SMEs take control of their cashflow, streamline trade terms and choose the right financial products. We believe Australian businesses are the driving force behind our economy...

  • Relationship Manager

    1 week ago

    Sydney, New South Wales, Australia Profusion Full time $90,000 - $120,000 per year

    The CompanyOur client is an established Australian fund manager that empowers financial advisers to deliver on their clients' investment objectives. They do this by partnering with advisers to provide access to a truly universal offering including global investments, contemporary investment solutions, and unique insight to a range of investment options.The...

  • Relationship Manager

    1 week ago

    Sydney, New South Wales, Australia Profusion PAC Pty Ltd Full time $104,000 - $130,878 per year

    The company Our client is an established Australian fund manager that empowers financial advisers to deliver on their clients' investment objectives. They do this by partnering with advisers to provide access to a truly universal offering including global investments, contemporary investment solutions, and unique insight to a range of investment options. ...

  • Relationship Manager

    1 week ago

    Sydney, Australia NSW Australian Museum Full time

    **Relationship Manager** **Join us at the Australian Museum and help us achieve our Mission to ignite wonder, inspire debate and drive change** **About the Role** Enthusiastic with a love of learning, the Relationship Manager will develop and steward a portfolio of donors with a focus on securing gifts of $10K+ with a particular focus on building an...

  • Relationship Manager

    2 weeks ago

    Sydney, Australia Universal Business Team Full time

    The Company Icare Medical Group are a progressive, people-focused global family-owned Business who are very proud of being one of Australia's fastest growing leaders in the Healthcare industry. They pride themselves on their innovative and bespoke bedding and care products to ensure patients are getting a high level of comfort and care every day, and their...

  • Relationship Manager

    2 days ago

    Sydney, Australia Westpac Group Full time

    High performing team within our $3M space - CBD based, with working flexibility **The Role** As a SME Relationship Manager, you will be critical to achieving Business Bank’s vision of helping make Australian businesses stronger. You will hold strong, lasting relationships with our business customers and act as a trusted advisor. You will collaborate and...

  • Relationship Manager

    2 weeks ago

    Sydney, Australia Iress Limited Full time

    See yourself being part of a large, transformational change? This could be the role for you! At Iress, we make things happen We believe technology should help people perform better every day. Since our beginning in 1993, people across financial services have trusted us to take their performance to the next level. More than 10,000 businesses and 500,000...