Relationship Manager

• Act as the primary point of contact for member inquiries and deliver exceptional customer service;

• Establish and foster strong relationships with members to help with retention;
• Proactively identify and deliver on opportunities to engage and educate relevant members about service offerings;
• Liaise with Admin and Marketing on initiatives involving employer clients;
• Organise and facilitate Policy Committee meetings with key employer contacts;
• Coordinate and deliver workplace information sessions, such as pre-retirement planning and other relevant seminars;
• Provide General Financial Advice during one-on-one member consultations, as appropriate;
• Provide proactive high-quality service and support to a portfolio of clients through face to face, video calls and over the phone;
• Provide transitional support for new employers joining the fund and build advocacy within existing employer network.

• Financial Planning Qualifications/courses completed highly regarded;
• RG146 certified;
• Minimum 5 years’ experience with superannuation;

• Proven ability to build strong relationships with clients and colleagues;
• Knowledge of superannuation (required) and defined benefit plans (highly regarded but not required);
• Ability to guide individuals through superannuation laws and regulations;
• Proficient in Microsoft Office suite.

Kaizen Recruitment