Overview
A growing Australian financial services firm, who recently went through an acquisition, has an exciting opportunity for a relationship manager in the Melbourne market. This role will foster and maintain long-term relationships with the firm\'s clients and ensure compliance obligations are met for each fund and financial product. You will have the opportunity to enhance client satisfaction, drive business growth and ensure clients\' needs and objectives are met by developing a comprehensive understanding of their individual circumstances and requirements.
Base pay range
A$150,000.00/yr - A$170,000.00/yr
Responsibilities
- Client and Service Provider Relationships - Proactively communicate with clients and services providers on a regular basis to maintain effective robust relationships and continually assess growth opportunities.
- Meet with clients quarterly face to face and conduct regular meetings with clients with heavy operational needs, providing updates on accounts.
- Understand, in detail, the client and our business when negotiating fund and transaction documents and proposals that cater to client requirements and satisfy internal and external obligations and risk appetite.
- Resolve on a timely basis all client problems/queries to ensure best-in-class customer service. For high-demand clients, identify drivers affecting service deliverables. Manage onboarding of new clients and offboarding/fund wind-up processes.
Qualifications
- Minimum of 5 years of experience in relationship management or a similar role within the financial services industry (trustee industry preferred).
- Strong knowledge of financial products and services.
- Excellent interpersonal and communication skills (both written and verbal).
- Ability to manage multiple priorities under pressure, troubleshoot, and meet short- and long-term deadlines.
- Ability to manage projects.
- Understanding of the role of a trustee and the finance industry.
- Excellent understanding of fund documentation including constituent documents and disclosure documents.
- Ability to understand and negotiate (where applicable) legal, contractual documents.
- Track record of performance in a busy, commercial, competitive environment.
Seniority level
- Mid-Senior level
Employment type
- Full-time
Job function
- Finance, Customer Service, and Business Development
Industries
- Financial Services and Investment Management
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📌 Relationship Manager
🏢 weave. Recruitment
📍 Australia