Premium Relationship Manager

About the role

Our Superannuation client is seeking a Premium Relationship Manager to join its Service Operations team, supporting a portfolio of high-net-worth members and their families.

You'll act as a dedicated relationship manager for a portfolio of premium members, providing a highly personalised service experience while helping members navigate important financial and retirement decisions.

Working within a close-knit team of specialists, you'll develop trusted relationships, identify opportunities to improve member outcomes and play a key role in retaining and growing valuable member relationships.

Key responsibilities include

• Building trusted, long-term relationships with premium members -engaging proactively through phone, email and virtual or in-office appointments.
• Managing member engagement across key life stages including pre-retirement and retirement
• Delivering proactive outreach and tailored member support
• Providing factual information and general advice within RG146 authority limits
• Identifying opportunities for additional contributions, fund consolidation and retirement products
• Referring members to financial planning and specialist services where appropriate
• Supporting retention initiatives and helping members maximise the value of their membership
• Maintaining high-quality records and ensuring compliance with industry regulations
• Working collaboratively with team members to ensure a seamless member experience

About You

We're looking for someone who enjoys relationship building and takes pride in delivering exceptional client experiences.

You'll bring

• RG146 qualification or a Diploma in Financial Planning
• Experience within superannuation, wealth management, financial planning or insurance
• Strong relationship management and stakeholder engagement skills
• Experience managing a portfolio of clients, members or customers
• Confidence discussing superannuation, retirement and insurance concepts
• Motivated by hitting KPI's and targets with a proactive and commercially minded approach
• Strong communication and influencing skills
• The ability to balance member outcomes with business objectives and compliance requirements

Why Join?

• Portfolio-based relationship management role
• Work with high-net-worth members in a highly personalised environment
• Hybrid working model (2 days in office)
• Melbourne CBD location
• Supportive and collaborative team culture
• Opportunity to develop deeper expertise in retirement, advice and member engagement

If you enjoy building meaningful relationships and helping clients achieve better financial outcomes, we'd love to hear from you.

How to Apply

Click Apply or contact Jamie Edmundson, Principal Recruitment Consultant on +61 437 590 031 or at ***email_hidden*** for a confidential discussion.