Relationship Manager

1 week ago

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

The firm is seeking a motivated individual that will work closely with senior distribution executives working across a range of activities that deepen existing Financial Adviser and Dealer Group relationships across the business as well as assisting with new business opportunities.

You will be a key contact for a broad spectrum of clients, managing & delivering projects and operational outcomes. You will be passionate about developing and maintaining strong relationships with your customers.

Responsibilities

  • Handling queries, develop and maintain key relationships with intermediary clients; from Financial Planners to dealer groups
  • Managing client onboarding and proactively seek out operational solutions in support of advisors and their clients, from trading requirements to settlement follow ups, handling placements and sales support.
  • Collaborate with internal teams to ensure execution of key account strategies

Qualifications:

  • Excellent interpersonal and communication skills, with the ability to communicate effectively with a wide range of stakeholders and customers
  • A passion for relationship management and demonstrate strong client presentation skills
  • A willing attitude to learn and motivation for results
  • Knowledge of investment and superannuation platforms and financial planning software will be highly regarded
  • 2 - 5 years suitable and relevant industry experience
  • Experience as a DA or financial adviser with a few years experience would be highly desirable

We offer a competitive salary, comprehensive benefits package, and a dynamic work environment where you can make a real impact. If you are a self-motivated, results-driven relationship manager with a passion for the industry, we encourage you to apply for this exciting opportunity.

  • Relationship Manager

    3 weeks ago

    Sydney, New South Wales, Australia Link Group Full time

    Sydney preferred | Melbourne considered | Permanent role Our 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...

  • Relationship Manager

    4 weeks ago

    Sydney, New South Wales, Australia Profusion Full time

    OverviewJoin to apply for the Relationship Manager role at Profusion3 days ago Be among the first 25 applicantsJoin to apply for the Relationship Manager role at ProfusionThe 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...

  • Relationship Manager

    4 weeks ago

    Sydney, New South Wales, Australia Profusion Full time

    OverviewJoin to apply for the Relationship Manager role at Profusion3 days ago Be among the first 25 applicantsJoin to apply for the Relationship Manager role at ProfusionThe 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...

  • Relationship Manager

    3 weeks ago

    Sydney, New South Wales, Australia MUFG Pension & Market Services Full time

    OverviewRelationship Manager - Fund Services at MUFG Pension & Market Services. Sydney preferred | Melbourne considered | Permanent role.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...

  • Relationship Manager

    3 weeks ago

    Sydney, New South Wales, Australia MUFG Pension & Market Services Full time

    OverviewRelationship Manager - Fund Services at MUFG Pension & Market Services. Sydney preferred | Melbourne considered | Permanent role.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...

  • Relationship Manager

    6 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

    6 days 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

    4 weeks ago

    Sydney, New South Wales, Australia Plenti Full time

    Relationship Manager - Commercial LendingPlenti is a fintech lender providing faster, fairer loans by leveraging its smart technology. Plenti is a dynamic and innovative business that is growing strongly, delivering better customer experiences and expanding market share in personal lending, renewable energy, and automotive finance markets. Plenti is a...

  • Relationship Manager

    4 weeks ago

    Sydney, New South Wales, Australia Plenti Full time

    Relationship Manager - Commercial LendingPlenti is a fintech lender providing faster, fairer loans by leveraging its smart technology. Plenti is a dynamic and innovative business that is growing strongly, delivering better customer experiences and expanding market share in personal lending, renewable energy, and automotive finance markets. Plenti is a...

  • 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. ...