3 weeks ago Be among the first 25 applicantsDirect 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 part of the Asset Management division at La Trobe Financial, your primary responsibility will be to deliver exceptional customer service to both new and potential La Trobe Financial investors. You will handle general and specific investment enquiries and provide support to the La Trobe Retail Investor Market.A key aspect of this role is to coach, mentor and motivate the Sales Desk Relationship Manager team. Excellent communication skills, both written and verbal, and the ability to self-manage are essential. Additionally, as a senior team member, you will be expected to assist the Senior Manager with day-to-day operational matters, handle escalations, and provide relief as needed.Key ResponsibilitiesCoaching, mentoring, and motivating the Sales Desk relationship Management team.Maintaining and growing new and existing investor relationships.Attending to all written and telephone investor enquiries.Handling all investor-related complaints and escalating to management as required.Acting in a sales capacity to promote La Trobe Financial’ s investment products.Actively participating in La Trobe Financial’ s Client Contact Program to enhance promotion and client satisfaction.Promoting investment opportunities through direct telephone contact with investors and other La Trobe Financial stakeholders.Providing regular reports to the Senior Manager on the completion of tasks.Achieving set metrics.About youBanking/Finance experience – minimum three (3) yearsTeam leadership experience with a focus on driving salesDegree/Diploma in appropriate business-related disciplineWealth Industry experience - minimum five (5) yearsProficient Client Relationship Management skillsEmployee 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 levelMid-Senior levelEmployment typeEmployment typeFull-timeJob functionJob functionBusiness Development and SalesReferrals increase your chances of interviewing at La Trobe Financial by 2xGet notified about new Sales Manager jobs in Melbourne, Victoria, Australia.Melbourne, Victoria, Australia 6 hours agoMelbourne, Victoria, Australia 1 week agoMelbourne, Victoria, Australia 6 days agoMelbourne, Victoria, Australia 2 days agoNational Account Manager – New Zealand (based in Melbourne)South Melbourne, Victoria, Australia 2 weeks agoSouthbank, Victoria, Australia 3 days agoMelbourne, Victoria, Australia 4 weeks agoMelbourne, Victoria, Australia 3 weeks agoSouthbank, Victoria, Australia 2 weeks agoCremorne, Victoria, Australia 4 weeks agoMelbourne, Victoria, Australia 4 weeks agoSouth Melbourne, Victoria, Australia 2 weeks agoMelbourne, Victoria, Australia 1 week agoMelbourne, Victoria, Australia 2 days agoMelbourne, Victoria, Australia 1 week agoMelbourne, Victoria, Australia 2 weeks agoSunshine, Victoria, Australia 1 month agoCaulfield, Victoria, Australia 3 weeks agoMelbourne, Victoria, Australia $220,000.00-$280,000.00 2 weeks agoMelbourne, Victoria, Australia 2 weeks agoMelbourne, Victoria, Australia 1 week agoRichmond, Victoria, Australia 3 weeks agoMelbourne, Victoria, Australia 3 weeks agoAccount Executive - Melbourne or BrisbaneMelbourne, Victoria, Australia 1 week agoWest Footscray, Victoria, Australia 4 weeks agoMelbourne, Victoria, Australia 2 weeks agoMelbourne, Victoria, Australia A$120,000.00-A$132,000.00 4 weeks agoMelbourne, Victoria, Australia 1 week agoSenior Director, Head of APAC Channel SalesMelbourne, Victoria, Australia 1 week agoCampbellfield, Victoria, Australia 3 weeks agoNational Account Manager - Pet NutritionMelbourne, Victoria, Australia 6 hours agoMelbourne, Victoria, Australia 3 weeks agoMelbourne, Victoria, Australia 3 days agoMelbourne, Victoria, Australia 13 hours agoWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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