Senior Training & Relationship Manager – Wealth Advisors

Netwealth; Council of the City of Sydney; Hybrid; AUD 80,000 - 100,000; Full time

Job summary

A wealth management firm in New South Wales is seeking a Training & Relationship Manager. This role involves providing expert training to advisers on the firm's platform and building long-term partnerships. The ideal candidate will have over 3 years of experience in investment or financial platforms and RG146 accreditation. A passion for client service and strong communication skills are essential. Employees enjoy benefits like paid parental leave, wellness perks, and a vibrant culture.

Benefits

Paid parental leave

Virtual healthcare

Social events and corporate sports

Paid volunteering opportunities

Qualifications

• 3+ years of experience with investment, financial, or superannuation platforms.
• Expertise in private wealth.
• Strong premium client service skills.

Responsibilities

• Deliver engaging, high-impact training sessions.
• Support advisers in using Netwealth’s products.
• Partner with dealerships to expand engagement.

Skills

Client service skills

Communication

Stakeholder engagement

Organizational skills

Self-motivation

Education

RG146 accreditation

Job description

A wealth management firm in New South Wales is seeking a Training & Relationship Manager. This role involves providing expert training to advisers on the firm's platform and building long-term partnerships. The ideal candidate will have over 3 years of experience in investment or financial platforms and RG146 accreditation. A passion for client service and strong communication skills are essential. Employees enjoy benefits like paid parental leave, wellness perks, and a vibrant culture.