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Accounting / Finance / Accounting / Finance

IOOF Holdings Hiring for Relationship Manager Job at Sydney Full Time

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Date: 29-Aug-2022
Location:
Sydney, NSW, AU, 2000
Employment Type: Permanent Full Time
  • Sydney based permanent full-time position
  • Flexible working arrangements
  • Diverse and inclusive teams

The Role
As a Relationship Manager, you will retain and grow Workplace super within the ANZ Smart Choice, IOOF Employer Super and MLC Super Funds by providing our clients with superior levels of service resulting in clients being advocates.

Key Responsibilities:
  • Create and develop trusted client relationships
  • Manage, maintain, and enhance relationships by consistently delivering on client needs
  • Grow the existing Workplace Super book through meeting engagement metrics
  • Provide Insignia and additional Wealth solutions to clients
  • Continually look for ways to streamline and simplify our business through knowledge of our client and their plan design
  • Ensure account plans are created, updated, circulated, and delivered on across the business
  • Ensure targets for client retention are met
  • Continually develop and enhance skills including maintaining competitor product knowledge
  • Ensure all personal training records are maintained and kept up to date
  • Display professional and ethical behaviours by ensuring compliance with external legislation, Insignia standards and internal operating policies and procedures

To Be Successful in This Role You Will Possess:
  • PS146 compliance – preferably hold or working towards a diploma in Superannuation Management or Financial Advice
  • Must qualify and be eligible to be able to be licensed to provide General advice regarding Superannuation and Insurance products
  • Bachelor’s degree in Commerce, Accounting, Economics, Finance, Actuarial or relevant field preferrable
  • Extensive Superannuation Industry experience or equivalent (Finance, Investment management, Accounting etc)
  • Strong communication and engagement skills
  • Proven positive client relationship experience
  • Solid understanding of the Australian superannuation environment
  • Excel skills (intermediate to advanced)

Benefits
  • Development opportunities at an ASX top 200 company
  • A professional, supportive, and friendly culture
  • A range of corporate and lifestyle benefits

The Business
Insignia Financial is one of Australia’s leading wealth management organisations, undertaking a rapid and exciting transformation. The Insignia Financial group has been helping Australians secure their future since 1846. During that time, we have grown substantially to become a leading provider of quality financial services. We now manage and administer more than $200 billion of client monies and are listed on the Australian Securities Exchange in the ASX top 200 (ASX:IFL).

To Apply

Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.

Please note that applications from agencies will not be considered at this time.

Insignia Financial is an inclusive and equal opportunity employer. We encourage applications regardless of race, ethnicity, age, religion, gender, national origin, disability status, or any other characteristic protected by law. If you need assistance or an adjustment during the application process because of a disability, it is available upon request.

Insignia Financial is conscious of our WHS obligations and is committed to providing a safe workplace for everyone. As such, we require all new employees to be able to comply with our National COVID-19 Vaccination Policy. We will gladly and openly discuss this with you during the recruitment process if you wish.

Please be aware that Insignia Financial is currently undergoing an Organisational Design process, which may impact future organisational structure.

Job Overview

  • ID: 265718
  • Date Posted:
  • Location: ,
  • Job Title: IOOF Holdings Hiring for Relationship Manager Job at Sydney