Relationship Manager

JobsCloseBy Editorial Insights

Colonial First State is hiring a Relationship Manager in Sydney to grow platform sales across the Edge wrap, FirstChoice and Investments within a national Platform Sales team. You’ll deliver proactive, data-driven account management, provide technical training to advisers, manage end-to-end client onboarding, and help convert opportunities while representing CFS at events. The ideal candidate has wealth management experience, excellent communication with executives, a commercial, self-motivated mindset, and RG146 or a clear plan to obtain within six months. A valid driver’s license and car are essential as the role is onsite on Gadigal land. Apply with a results-focused CV, showcase training delivery and cross-functional collaboration, and be prepared for background checks.

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, Investments, and Corporate Super.

This opportunity is within the Platform Sales team which is a national team with representatives in all capital cities.  The team is responsible for identifying growth opportunities (organic through existing relationships across, or inorganic through new clients) through proactive sales of the Edge wrap platform or to existing supporters of FirstChoice and FirstWrap.

Your Responsibilities

 

• Deliver proactive, data-driven account management and strategic support to your clients, identifying and converting new business opportunities while ensuring a seamless experience across the CFS Edge and FirstChoice platforms.
• Providing technical training, coaching, and guidance on the CFS platforms to help advisers and their teams maximise its functionality within their practices. This includes delivering both virtual and in-person training sessions, either one-on-one or in group settings. 
• Support to manage the end-to-end transition of clients onto CFS platforms, collaborating closely with internal stakeholders.
• Play a key role in driving sales activity by referring opportunities to relevant internal specialists and promoting the broader CFS product suite and represent CFS at adviser professional development days, dealer group conferences, and client seminars.

Your Capability and Experience

 

• Demonstrated experience in a Financial Services with a sound background in Wealth Management (Investments & Superannuation) is highly regarded.
• Exceptional communication and interpersonal skills with individuals at all levels, in particular executives & c-suite.
• Highly self-motivated with the ability to operate without supervision on a proactive basis.
• Commercial mindset with a sense of urgency and ownership of outcomes. 
• Understanding and appropriate application of quality sales methodologies in a regulated financial services market.
• RG146 qualified, or committed to obtain this qualification within six months of commencement.
• A valid Driver’s License and car 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 Gadigal land (Sydney).