Relationship Manager - Financial Services

Melbourne  |  Permanent

Published 12/07/2011

• Drive new business - Autonomous working environment
• St Kilda road office location - Attractive Salary and Bonus Scheme

About Our Client
Our client, is a leading boutique Financial Planning and Investment practice. They work with accounting firms to provide solutions across superannuation, investments, legal and financial services. As a result of both continued growth across key accounts and ambitious growth targets, they are now seeking a Relationship Manager to join the Melbourne team.

Job Description
Joining an established and highly successful team your role will involve presenting the organisation’s portfolio of financial products to an established client base of accounting firms. With a focus on Superannuation solutions you will be educating accountants on the key features and benefits of the product portfolio so they can then effectively recommend an appropriate solution to their clients. You will be required to establish networking events, targeted at an established client base, to generate referral business and new clients.

The Successful Applicant

Ideally you will have experience managing relationships with existing clients in the financial services industry or experience selling into sole practitioners and the accounting industry. Knowledge of either superannuation, Financial Planning, Investments, Mortgages or Insurance will be highly regarded. Most important is your ability to simply communicate complex financial solutions to an established portfolio of clients.

To be considered for this role you will have:

• Experience in a sales role managing existing accounts and driving revenue growth.
• Ideally you will have experience from within the financial services industry or have sold to accountancy firms.
• The ability to deal with a variety of stakeholders
• Have strong relationship management skills and the ability to network both internally and externally.

What's On Offer

• Work with highly qualified, experienced professionals
• Strong support and training on offer
• Attractive salary and bonus package available

Apply for this job
Apply online using the form below or phone Bevan Stephenson on +61 3 9607 5647 quoting job reference A107215376

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