Relationship Manager – Self-Directed Channel (Finance)

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 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.