Relationship Manager, Funds Management

Salary : $110-$130k plus bonusLocation : Melbourne CBD officeExperience : Private Wealth / Advice experience highly regardedAbout the CompanyOur client is an established Australian fund manager that empowers financial advisers to deliver on their clients' investment objectives.

They partner with advisers to provide access to a truly universal offering including global investments, contemporary investment solutions, and unique insights into a range of investment options.Role OverviewThe firm is seeking a motivated individual to work closely with senior distribution executives across various activities that strengthen existing relationships with Financial Advisers and Dealer Groups, as well as assist with new business opportunities.You will serve as a key contact for a broad spectrum of clients, managing projects and operational outcomes, and developing strong relationships with clients.ResponsibilitiesHandle queries and develop key relationships with intermediary clients, including Financial Planners and dealer groups.Manage client onboarding and proactively seek operational solutions to support advisors and their clients, including trading requirements, settlement follow-ups, and sales support.Collaborate with internal teams to ensure the execution of account strategies.QualificationsExcellent interpersonal and communication skills for effective stakeholder engagement.Strong client presentation and relationship management skills.Motivated with a willingness to learn and achieve results.Knowledge of investment and superannuation platforms and financial planning software (highly regarded).2-5 years of relevant industry experience.Experience as a Discretionary Adviser (DA) or financial adviser with a few years of experience is highly desirable.We offer a competitive salary, comprehensive benefits, and a dynamic work environment where you can make a real impact.

If you are a self-motivated, results-driven relationship manager with a passion for the industry, we encourage you to apply for this exciting opportunity.

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