Relationship Manager
1 week ago
About Our ClientOur client is a fast-growing and innovative organisation within the wealth management industry, delivering technology solutions that span the entire advice process - from client engagement and financial planning to investment platform services.
Their core offerings include a modern investment platform and financial planning software, designed to provide scalable, non-conflicted alternatives to traditional systems.
With a diverse and experienced team, the company fosters an inclusive and dynamic workplace while empowering advice practices to achieve outstanding client outcomes.Job DescriptionBuild and maintain strong relationships with advisers as a trusted strategic partner.Deliver tailored training sessions on platform features, updates, and regulatory changes.Conduct regular adviser meetings to review service performance and business objectives.Act as an escalation point for Account Managers and resolve complex adviser queries.Analyse adviser engagement data to identify risks, trends, and growth opportunities.Implement targeted engagement plans to drive platform adoption and retention.Collaborate with Sales, Product, and Marketing teams to identify upsell opportunities and enhance client experience.Gather adviser feedback and share insights with Product teams to influence development.Stay current on wealth management trends, regulations, and competitor platforms to provide relevant insights.The Successful Applicant3+ years' experience in Relationship Management, ideally within wealth management, investment platforms, financial advice, or stockbroking.Strong industry knowledge of wealth management, portfolio administration, and regulatory frameworks.Exceptional relationship-building skills with the ability to establish trust and long-term partnerships.Excellent communication and presentation skills, able to explain complex concepts clearly.Strategic mindset with the ability to align platform solutions with advisers' business objectives.Analytical and data-driven, comfortable using insights to identify risks and opportunities.Proactive, self-motivated, and confident in influencing both advisers and internal teams.Professional, adaptable, and resilient, with strong time management and organisational skills.Collaborative team player with a positive approach to change and client-centric mindset.
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Digital Transformation Leader
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Relationship Manager
1 week ago
Sydney, New South Wales, Australia Link Group Full timeSydney 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...
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Relationship Manager
1 week ago
Sydney, New South Wales, Australia Link Group Full timeSydney 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 Role As...
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Relationship Manager
2 weeks ago
Sydney, New South Wales, Australia Profusion Full timeOverviewJoin 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...
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Relationship Manager
2 weeks ago
Sydney, New South Wales, Australia Profusion Full timeOverviewJoin 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...
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Relationship Manager
1 week ago
Sydney, New South Wales, Australia MUFG Pension & Market Services Full timeOverviewRelationship 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...
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Relationship Manager
1 week ago
Sydney, New South Wales, Australia MUFG Pension & Market Services Full timeOverviewRelationship 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...
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Relationship Manager
1 week ago
Sydney, New South Wales, Australia Link Group Full timeSydney preferred | Melbourne considered | Permanent roleOur Fund Services team is seeking an experiencedRelationship Managerto 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 a...
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Relationship Manager
2 weeks ago
Sydney, New South Wales, Australia Link Group Full timeSydney 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...
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Relationship Manager
2 weeks ago
Sydney, New South Wales, Australia MUFG Full time $104,000 - $130,878 per yearSydney 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...
