Colonial First State26 jobs

Relationship Manager

Mid levelFull-timeOffice1/121 Flinders Ln, Melbourne VIC 3000, AustraliaProfessional servicesSalesPosted 3 days agoVerified 3 days ago
Pending fitX of Y criteria met

About the job

This job is about joining a passionate team at CFS, where your expertise will help clients achieve financial freedom. You'll play a vital role in delivering exceptional experiences and driving growth within the Wealth Management market. Collaboration and a supportive environment are at the heart of how the team works.

Meet the team

About the company

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Think you're a good fit?See what the hiring team are looking for

You'll be responsible for

📋

Delivering account management

Deliver proactive, data-driven account management and strategic support to your clients, identifying and converting new business opportunities while ensuring a seamless experience across the CFS Edge and FirstChoice platforms.
🎓

Providing training and coaching

Providing technical training, coaching, and guidance on the CFS platforms to help advisers and their teams maximise its functionality within their practices.
🔄

Managing client transitions

Support to manage the end-to-end transition of clients onto CFS platforms, collaborating closely with internal stakeholders.

Key criteria

💼

Financial services experience

Demonstrated experience in Financial Services and Wealth Management.

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📈

Sales and commercial mindset

Proven ability to identify and convert business opportunities.

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🗣️

Communication skills

Exceptional interpersonal skills with diverse stakeholders at all levels.

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A meaningful career starts with a match

View your fit

5 criteria for this job
Financial services experience
Demonstrated experience in Financial Services and Wealth Management.

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Sales and commercial mindset
Proven ability to identify and convert business opportunities.

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Communication skills
Exceptional interpersonal skills with diverse stakeholders at all levels.

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RG146 qualification
RG146 qualified or committed to obtaining within six months.

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Valid driver's license
Essential for client transport and engagement responsibilities.

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