Colonial First State11 jobs

Relationship Manager

Mid levelFull-timeHybridLevel 5/141 Queen St, Brisbane City QLD 4000, AustraliaPosted 1 week agoVerified 1 week ago
Pending fitX of Y criteria met

About the job

This job is about joining a passionate team at CFS Distribution, where you will play a vital role in driving sales and supporting financial advisers across Australia. Your expertise will help clients achieve financial freedom while you thrive in an inspiring environment that values individuality and high performance. The team fosters collaboration and celebrates success, making it a great place to unleash your full potential.

Meet the team

About the company

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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, particularly in Wealth Management.

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📈

Sales mindset

Proven track record of driving sales and identifying growth opportunities.

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🗣️

Communication skills

Exceptional communication skills with individuals at all levels.

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A meaningful career starts with a match

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

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Sales mindset
Proven track record of driving sales and identifying growth opportunities.

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Communication skills
Exceptional communication skills with individuals 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
Possession of a valid driver's license for client transport responsibilities.

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