Relationship Manager

Direct message the job poster from La Trobe FinancialAustralia's premier Alternative Asset Manager since 1952. Our culture combined with our commitment to service and our customers has seen La Trobe Financial grow to over $20 billion Assets Under Management and over 550 employees deployed across Melbourne and Sydney. For over 70 years, we have been trusted to deliver market leading returns and to provide financial solutions that make dreams into reality.The OpportunityAs a Relationship Manager within our Self-Directed Channel, you will play a pivotal role in driving the acquisition and management of client relationships. Your primary responsibilities will be to build quality relationships with both new and existing clients, ensuring a robust pipeline of prospective business. This role demands a proactive approach to sales and a commitment to delivering best-in-class service. You will be joining a dynamic team of 14 professionals, split between NSW and VIC, working collaboratively to achieve our goals.Key ResponsibilitiesDevelop and maintain strong relationships with clients and key stakeholders to ensure high levels of satisfaction and business retention.Identify and pursue new business opportunities from both existing and potential clients to meet and exceed sales targets.Engage proactively with investors, focusing on outbound calls to understand their needs, while also accommodating inbound calls and in-person meetings as required.Manage a portfolio of clients, addressing their needs and resolving issues promptly to ensure comprehensive account management.Collaborate with internal teams to ensure seamless service delivery and support business growth.Achieve and exceed KPIs related to client engagement, business development, and retention.About youSales Acumen – demonstrated ability to identify and capitalize on business opportunities.Market Awareness: Stay informed about market trends and developments to provide relevant information to clients.Banking/finance experience – minimum three (3) years. Similar experience in a multi-asset funds management role will be highly regardedExcellent verbal and written communication skills, with the ability to engage clients through various methods including phone calls, in-person meetings, and emailsSelf-driven and capable of autonomously achieving their own outcomesA flexible attitude with the ability to prioritise and adapt to changing workloads and tasks.Ability to remain calm and a team player during times of high pressureEmployee BenefitsFlexible working arrangementsAbility to purchase additional LeaveEmployee Assistance Program (EAP)Training opportunitiesSocial EventsRetail discounts with Reward GatewayPlease note, only shortlisted candidates will be contacted.Seniority levelSeniority levelAssociateEmployment typeEmployment typeFull-timeJob functionJob functionBusiness Development and SalesReferrals increase your chances of interviewing at La Trobe Financial by 2xSign in to set job alerts for “Relationship Manager” roles.Sydney, New South Wales, Australia 2 weeks agoSydney, New South Wales, Australia 2 weeks agoChatswood, New South Wales, Australia 1 week agoSydney, New South Wales, Australia 1 day agoSydney, New South Wales, Australia 4 days agoSydney, New South Wales, Australia 2 weeks agoNorth Sydney, New South Wales, Australia 2 weeks agoAccount Executive, New & Emerging Business, Marketing Solutions (13m FTC)Sydney, New South Wales, Australia 3 days agoNorth Sydney, New South Wales, Australia 2 weeks agoSydney, New South Wales, Australia 1 month agoAccount Executive, Funded Startups, APACSydney, New South Wales, Australia 2 days agoSydney, New South Wales, Australia 3 months agoSydney, New South Wales, Australia 6 days agoAccount Executive - Expression of InterestSydney, New South Wales, Australia 2 weeks agoSydney, New South Wales, Australia 2 days agoSydney, New South Wales, Australia 4 days agoSydney, New South Wales, Australia 6 days agoSydney, New South Wales, Australia 1 month agoSydney, New South Wales, Australia 2 weeks agoClient Relationship Manager, Private Wealth Sales, MelbourneSydney, New South Wales, Australia 2 months agoAssistant Vice President / Senior Associate, Relationship Manager (Telecoms, Media & Techgy), Institutional Banking Group, DBS Australia (Sydney)Sydney, New South Wales, Australia 1 month agoWeChat Pay - Senior Business Development ManagerSydney, New South Wales, Australia 2 weeks agoSydney, New South Wales, Australia 2 months agoSenior Account Executive, Marketing SolutionsSydney, New South Wales, Australia 2 weeks agoAccount Executive, Platforms (New Business)Sydney, New South Wales, Australia 2 weeks agoSydney, New South Wales, Australia 3 months agoSydney, New South Wales, Australia 2 weeks agoWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr