Posted 14 days ago
Description
About the role
Our Superannuation client is seeking a Premium Relationship Manager to join its Service Operations team, supporting a portfolio of high-net-worth members and their families. You'll act as a dedicated relationship manager for a portfolio of premium members, providing a highly personalised service experience while helping members navigate important financial and retirement decisions. Working within a close-knit team of specialists, you'll develop trusted relationships, identify opportunities to improve member outcomes and play a key role in retaining and growing valuable member relationships.
Key responsibilities include:
- Building trusted, long-term relationships with premium members -engaging proactively through phone, email and virtual or in-office appointments.
- Managing member engagement across key life stages including pre-retirement and retirement
- Delivering proactive outreach and tailored member support
- Providing factual information and general advice within RG146 authority limits
- Identifying opportunities for additional contributions, fund consolidation and retirement products
- Referring members to financial planning and specialist services where appropriate
- Supporting retention initiatives and helping members maximise the value of their membership
- Maintaining high-quality records and ensuring compliance with industry regulations
- Working collaboratively with team members to ensure a seamless member experience
About You
We're looking for someone who enjoys relationship building and takes pride in delivering exceptional client experiences.
You’ll bring:
- RG146 qualification or a Diploma in Financial Planning
- Experience within superannuation, wealth management, financial planning or insurance
- Strong relationship management and stakeholder engagement skills
- Experience managing a portfolio of clients, members or customers
- Confidence discussing superannuation, retirement and insurance concepts
- Motivated by hitting KPI's and targets with a proactive and commercially minded approach
- Strong communication and influencing skills
- The ability to balance member outcomes with business objectives and compliance requirements
Why Join?
- Portfolio-based relationship management role
- Work with high-net-worth members in a highly personalised environment
- Hybrid working model (2 days in office)
- Melbourne CBD location
- Supportive and collaborative team culture
- Opportunity to develop deeper expertise in retirement, advice and member engagement
