Job Title

Australia''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 across Melbourne and Sydney. For over 70 years, we have been trusted to deliver market-leading returns and to provide financial solutions that turn dreams into reality.The OpportunityAs a Relationship Manager within our Asset Management - Self-Directed Channel, you will play a pivotal role in driving the acquisition and management of client relationships. Your primary responsibilities include building quality relationships with both new and existing clients, ensuring a robust pipeline of prospective business. This role requires a proactive sales approach and a commitment to delivering exceptional service. You will join 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 satisfaction and retention.Identify and pursue new business opportunities from existing and potential clients to meet and exceed sales targets.Engage proactively with investors through outbound calls, and handle inbound calls and in-person meetings as needed.Manage a portfolio of clients, addressing their needs and resolving issues promptly.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 YouProven sales acumen with the ability to identify and capitalize on business opportunities.Market awareness to stay informed about trends and developments relevant to clients.Minimum three (3) years of banking/finance experience; similar experience in multi-asset funds management is highly regarded.Excellent verbal and written communication skills to engage clients via calls, meetings, and emails.Self-driven and capable of achieving outcomes independently.Flexible attitude with the ability to prioritize and adapt to changing workloads.Ability to remain calm and a team player during high-pressure times.Employee BenefitsCelebrate your birthday with a paid day off.Paid volunteer days to support causes you care about.Option to purchase additional annual leave.Support for families with 18 weeks paid primary carer parental leave and superannuation contributions.Free annual memberships to Taronga Zoo and Collingwood Football Club.Access to our Employee Assistance Program (EAP).Ongoing training and development opportunities.Team events and celebrations.Discounts through Reward Gateway.Please note, only shortlisted applicants will be contacted.How do your skills match this job?How do your skills match this job?Sign in and update your profile to get insights.Your application will include the following questions:How many years'' experience do you have as a relationship manager?Which statement best describes your right to work in Australia?How many years'' experience do you have in the financial services industry?What''s your expected annual base salary?La Trobe Financial has been Australia''s premier alternative asset manager for over seven decades. Our culture, combined with our commitment to service and customers, has seen us grow to over $19 billion Assets Under Management and over 550 employees across Melbourne and Sydney.Our philosophy, ''others before self,'' is fundamental to who we are and reflects our core principles. Our values are embedded in our operations and culture.To help expedite your application, please include any relevant details that prompted you to report this job ad as fraudulent, misleading, or discriminatory. #J-18808-Ljbffr