Relationship Manager - Platforms

Are you ready to be part of an organisation that values expertise, passion and diversity? At CFS we know that the foundation of our success lies in our exceptional people. We believe in celebrating individuality, have a passion for high performance and creating an environment where you can unleash your full potential. Our people enable us to make a difference and deliver exceptional experiences to help our customers achieve financial freedom.

Your Team

CFS Distribution is a national team which is responsible for all sales across the Wealth Management market (Investment & Asset Consultants, 3rd Party Intermediaries, Licensees and Advisers). Products consist of the CFS Edge wrap platform, FirstChoice, FirstWrap, Investments, and Corporate Super.

Your Responsibilities

The Relationship Manager has responsibility for identifying and executing on sales opportunities and, in line with the segmentation model, facilitate the engagement & coordination of expertise and capability from across CFS to deliver value for clients. This role is the primary relationship contact for the allocated client per the segmentation strategy and broker client service and support activities within the specified territory as directed by the State Manager to retain and grow value.

• As Relationship Manager, you are responsible for proactive and data driven account management to drive sales and business development activities across a specific panel of clients in metropolitan and regional locations, as well as identifying and converting new opportunities.
• You will increase sales and revenue based on panel and tactical activity and meet set KPIs. Inherent to this role is the provision of key account support and provision of quality ongoing strategic advice to those financial intermediaries who may be regarded as supporters or potential supporters of Colonial First State Platform products.
• Management of identified transition opportunities from start to finish to ensure a seamless experience and be an SME in terms of platform functionality of FirstChoice and CFS Edge.
• You will refer and assist sales activity of specialist offerings within the CFS product suite and report monthly on business activity, campaigns and market related information.
In alignment with and to support the segmentation and service strategy, you will be responsible for the ongoing maintenance of the allocated Client Panel to ensure relevance to business initiatives and represent CFS at client seminars, Adviser PD days and Dealer Group conferences as required.

Your Capability and Experience

• Demonstrated experience in a Sales environment (Business Development, Consulting, Advisory) in Financial Services with a strong background in Wealth Management (Investments & Superannuation) is highly regarded.
• Previous experience in Platforms and service within Financial Advice is highly regarded
• A full understanding of the dynamics of financial services, including current conditions and future trends.
• Self-starter and the ability to operate without supervision
• Commercial mindset with a sense of urgency and ownership of outcomes.
• Strong technical knowledge of superannuation
• An excellent understanding and working knowledge of how Platforms (Master Trusts & Wraps) work
• Exceptional communication and interpersonal skills with individuals at all levels, in particular executives & c-suite
• Completion of RG146
A valid Driver’s License is essential for this role

What to Expect

At CFS, you'll be working among the very best in the wealth management industry. It's an inspiring environment that encourages development and celebrates success. Other things to look forward to:

• Access to CFS Employer Super, which offers an expansive investment menu and flexible insurance solutions
• Support with financial services, including discounts on home loans and daily bank accounts through our partnership with a leading financial institution
• Access to 24/7 confidential support covering safety, medical and mental health services
• Life Leave - 3 days per annum to focus on your wellbeing or celebrate a special event
• Exclusive discounts on retail, travel and entertainment
Additional leave day to celebrate your birthday

CFS Culture

At CFS we are committed to creating a thriving environment where individuals can flourish. We believe that success is built upon strong teams, and we are dedicated to celebrating uniqueness, championing individuality and supporting a diverse and inclusive workforce. We believe that when you can truly be yourself, you can unlock your full potential.

Apply today and join us in helping Australians to achieve their financial freedom.

Please note, CFS requires all candidates to have full work rights in Australia.

Where we have preferred candidates, background checks (including Police, Employment, Bankruptcy checks, ASIC banned and disqualified persons) will be completed prior to the final preferred candidate’s employment being confirmed. The outcomes of the background checks do not preclude the preferred candidate, however, they will be assessed against the inherent requirements of the role.

This role is based on Jagera and Turrbal land (Brisbane).