Training & Relationship Manager

5 days ago

Melbourne Victoria Australia Praemium Limited Full time $80,000 - $120,000 per year

About Us

Praemium was established in 2001 to simplify and streamline the complexities of wealth management. Today, we offer the only fully integrated platform that allows every part of an investor's wealth to be managed in one place. Managing over $67 billion in funds under administration for leading institutions and private wealth firms, we deliver innovative technology and exceptional service to our clients.

We pride ourselves on empowering financial advisers to efficiently manage the wealth of people in Australia. Join us on our mission to redefine wealth management and help shape the future of financial services

The Role

As a result of the growth our business is experiencing nationally, we are seeking a Training & Relationship Manager.

This role will work closely with our New Business Manager's to serve a diverse group of clients and drive new business for Praemium across our market-leading suite of Custody and Non-Custody solutions.

With a dedicated focus on the seamless onboarding of new clients through tailored training and ongoing support, the Training & Relationship Manager role is critical to our delivery of service excellence and establishing true advocates for our platform.

Key Responsibilities

  • Conduct tailored training programs for new clients.
  • Manage and coordinate transitions for clients onboarding new business.
  • Support strategic planning.
  • Maintain strong relationships with clients and their teams through proactive and responsive value-add support.
  • Support client business growth initiatives.
  • CRM Management.
  • Project Management.

Desired Qualifications, Experience and Competencies

  • Tertiary degree in a business-related subject or RG146 certification.
  • 3+ years in Relationship Management or Client Experience (SaaS preferred).
  • Experience within the investment platform technology industry is desirable.
  • Previous experience working with, or aligned to, HNW/Private Wealth advisers.
  • Ability to deliver proactive client support.
  • Self-motivated with strong time management, project management and organisational skills.

What We Offer

  • Flexible hybrid work environment – split your time between home and the office.
  • Competitive salary with annual sales performance incentive.
  • Comprehensive leave benefits, including paid parental leave and purchased leave options.
  • Access to novated leasing and financial wellness courses.
  • Professional development opportunities tailored to your growth.
  • End-of-trip facilities at our office on Collins Street, Melbourne.

How to Apply

Please apply with your CV and cover letter detailing how your experience and career interests align with the key responsibilities and competencies of this role.

We are committed to building a diverse and inclusive workforce and welcome applications from all qualified candidates.

Please Note: Only applicants with full, unrestricted work rights in Australia will be considered. A police check will be required for successful candidates.

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