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Form of workAbout La Trobe Financial
Australia's leading Alternative Asset Manager since 1952. Our culture combined with our commitment to service and our customers has seen La Trobe Financial grow to over $19 billion Assets Under Management and over 550 employees deployed across Melbourne and Sydney.
The Opportunity:
As part of our Asset Management Division of La Trobe Financial, your primary responsibility will be to provide front line support and relationship management for our high-net-worth Financial Advisers and Planners. You will represent La Trobe Financial in a professional, friendly manner and demonstrate La Trobe Financials corporate values.
Key Responsibilities:
- Responsible for outbound communication with Financial Advisers to arrange appointments/follow up meetings
- Activating leads to Financial Planners, Dealer Groups and Platforms
- Achieving sales targets, generating activity and managing relationships with key financial planning groups
- Database management
- Weekly Reporting to National Distribution Manager
- Attending Business Development Events – PD Days, Conferences etc
- Effectively and regularly communicate with Financial Planners, Dealer Group & Platform Representatives
- Ability to travel interstate as required for divisional workshops, presentations, PD Days and Conferences
- Represent La Trobe Financial in a professional manner and demonstrate La Trobe Financial's corporate values at all times
About You:
- Tertiary qualification in a relevant discipline, preferably business, commerce or finance.
- 5+ years sales experience in asset management, financial planning industry or similar field
- Excellent communication, interpersonal and relationship management skills
- Superior customer service skills
Employee Benefits:
- Flexible working arrangements.
- Paid Birthday Leave.
- Paid volunteer days.
- Ability to purchase additional leave.
- Employee Assistance Program (EAP).
- Training opportunities.
- Social Events.
- Retail discounts with Reward Gateway.
Please note that only shortlisted candidates will be contacted.
