Relationship Manager

La Trobe Financial; Sydney; On-site; AUD 90,000 - 130,000; Full time

Benefits offered by this job

Birthday paid day off

Volunteer days

Buy extra annual leave

Parental leave – 18 weeks + superann

Taronga Zoo membership

Collingwood FC membership

Employee Assistance Program

Training and development opportunities

Team events and socials

Reward Gateway discounts

Job summary

La Trobe Financial is seeking a proactive Business Development Manager within the Real Estate Credit distribution team in Sydney. You will manage broker relationships and support the Senior Manager Client Partnerships to grow one of the broadest mortgage product suites available today, from inquiry to settlement.

The role focuses on exceptional customer service, relationship building with brokers, and driving sales with the ambition to progress to a BDM level in the future within a deskbound

Qualifications

• Experience in a financial services environment is preferred.
• Excellent customer service and relationship-building skills.
• Ability to manage multiple tasks and prioritise in a fast-paced environment.

Responsibilities

• Develop, maintain and grow broker relationships.
• Handle inbound calls and emails from brokers.
• Assist with BDM relief during events or leave.
• Process home loan applications from origination to settlement.
• Attend monthly Professional Development Days.

Skills

Broker relationships

Sales drive

Organisational skills

Microsoft Word

Microsoft Excel

Tools

Microsoft Word

Microsoft Excel

Job description

La Trobe Financial is Australia’s Global Investment Manager, helping Australians build better futures for over 70 years. With $25 billion in assets under management and the trust of 160,000 customers, we’ve grown through a commitment to service, innovation, and putting people first.

We don’t just deliver retirement income – we shape lives, careers, and communities. Our culture is built on trust, excellence, accountability, and a shared purpose: to make a meaningful difference every day.

Build your future with us.

The Opportunity

As part of the Distribution team within the Real Estate Credit division of La Trobe Financial, you will report into the State Manager and will work with our Senior Manager Client Partnerships to sell one of the broadest mortgage product suites available in today’s market. You will complete this from a deskbound environment.

Key elements of this role will be to provide exceptional customer service and manage the relationship with our existing brokers and establish new relationships introduced through accredited national aggregator groups.

This is a great opportunity for an individual who has the drive to go beyond their sales targets with ambitions to move into a BDM level position in the future.

Key Responsibilities

• Develop, maintain and grow new and existing broker relationships
• Administration tasks including BDM relief when they are attending events or on leave
• Attend monthly Professional Development Days
• Managing a steady flow of inbound calls and emails from new and existing brokers
• Workshop transactions with Credit teams
• Mange home loan applications from origination to settlement

About You

The successful applicant will have experience in a financial services environment, ideally within a non-bank. Additional skills and experience required include:

• Excellent customer service skills with the ability to develop rapport and build relationships
• Ability to demonstrate strong organisational and time management skills
• High level of proficiency with Microsoft Word and Excel
• Passionate about sales and driving results
• Are an enthusiastic and energetic individual
• Ability to remain calm and a team player during times of high pressure
• Be proactive in your approach

Employee Benefits

We’re all about balance – delivering great work and enjoying the journey. Alongside a competitive salary, here are some perks that make working with us even better:

• Celebrate your birthday – with a paid day off, just for you!
• Give back – with paid volunteer days to support causes you care about;
• More time for you – purchase additional annual leave when you need it;
• Support for families – 18 weeks paid primary carer parental leave plus superannuation contributions;
• Wild perks – free annual membership to Taronga Zoo and Collingwood Football Club!
• Wellbeing first – access to our Employee Assistance Program (EAP);
• Keep growing – with ongoing training and development opportunities;
• Unforgettable socials – from team events to celebrations you’ll actually want to attend! and
• Retail therapy – enjoy discounts through Reward Gateway.

Diversity & Inclusion

We’re committed to creating a workplace where everyone feels respected, valued, and safe. We welcome applications from people of all backgrounds and proudly support an inclusive recruitment process and work environment. If you require adjustments at any stage of the process, please let us know, we’re here to help.

Please note that only shortlisted candidates will be contacted