Relationship Manager - Asset Management

La Trobe Financial; Sydney; On-site; AUD 90,000 - 120,000; Full time

Benefits offered by this job

Birthday paid day off

Volunteer days

Extra annual leave

Parental leave + super

Zoo/club membership

EAP access

Training & development

Team socials

Discounts

Job summary

La Trobe Financial in Sydney is seeking a proactive Relationship Manager for the Self-Directed Channel to drive client acquisitions and manage ongoing relationships with both new and existing clients.

You will engage investors through outbound calls and inbound inquiries, coordinate with internal teams to deliver excellent service, and strive to meet or exceed sales targets and KPIs. Join a collaborative NSW/VIC team and contribute to growth while delivering best-in-class service.

Qualifications

• Experience in a financial services environment, ideally in a sales role.
• Strong verbal and written communication skills.
• Self-driven with the ability to achieve outcomes.

Responsibilities

• Develop and maintain strong relationships with clients and stakeholders.
• Identify and pursue new business opportunities to meet sales targets.
• Engage investors via outbound calls and handle inbound inquiries and meetings.
• Manage a portfolio, address client needs and resolve issues promptly.
• Collaborate with internal teams to ensure seamless service delivery and growth.
• Achieve and exceed KPIs for client engagement and retention.

Skills

Relationship management

Sales experience

Financial services

Market awareness

Communication skills

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 a Relationship Manager within our Self-Directed Channel, you will play a pivotal role in driving the acquisition and management of client relationships. Your primary responsibilities will be to build quality relationships with both new and existing clients, ensuring a robust pipeline of prospective business.

This role requires a proactive approach to sales and a commitment to delivering best-in‑class service. You will be joining a dynamic team split between NSW and VIC, working collaboratively to achieve our goals.

Key Responsibilities

• Develop and maintain strong relationships with clients and key stakeholders to ensure high levels of satisfaction and business retention
• Identify and pursue new business opportunities from both existing and potential clients to meet and exceed sales targets.
• Engage proactively with investors, focusing on outbound calls to understand their needs, while also accommodating inbound calls and in-person meetings as required.
• Manage a portfolio of clients, addressing their needs and resolving issues promptly to ensure comprehensive account management.
• Collaborate with internal teams to ensure seamless service delivery and support business growth.
• Achieve and exceed KPIs related to client engagement, business development, and retention.

About You

The successful applicant will have experience in a financial services environment, ideally within a sales related role. Additional skills and experience required include:

• Market Awareness: Stay informed about market trends and developments to provide relevant information to clients.
• Excellent verbal and written communication skills, with the ability to engage clients through various methods including phone calls, in-person meetings, and emails
• Self-driven and capable of autonomously achieving their own outcomes
• A flexible attitude with the ability to prioritise and adapt to changing workloads and tasks.
• Ability to remain calm and a team player during times of high pressure

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