Relationship Manager

Role Perspective:

As a Relationship Manager, you will take complete ownership of client relationships, ensuring accountability for their financial outcomes. You will be committed to guiding clients towards their financial goals, emphasizing meticulous attention to detail and collaboration within a team setting to prioritise tasks effectively. Your dedication will extend to holding clients accountable for their financial results, steering them towards achieving the Australian dream of financial freedom through strategic planning and steadfast support.

About Us: 

Infinity Group is led by our visionary founder, Graeme Holm, who has graced the stage alongside legends like Tony Robbins, Robert Kiyosaki, David Goggins, Gary Vaynerchuk, and the esteemed Sir Richard Branson! Holm's trailblazing methods have captured the attention of industry giants, setting us apart in revolutionising financial strategies.

About You:

Are you someone with a keen eye for detail, driven by a passion for providing exceptional client service? We're seeking individuals with:

• Excellent communication skills for seamless engagement within a team-oriented environment.
• Strong organizational skills with a knack for prioritizing tasks and meeting deadlines.
• Proven ability to work autonomously while adapting to flexible working hours.
• A positive attitude, demonstrating initiative and maintaining high-quality work standards.
• Ideally, 2-3 years of industry experience, with knowledge in mortgage loans, property management, or construction preferred.

The Opportunity Awaits:

Join a dynamic team where:

• Client-centricity and innovation meet, fostering professional growth and connections.
• Your commitment is rewarded with an above-industry standard compensation package.
• Abundant prospects for personal and professional development await.
• Inclusivity thrives, promoting strong relationships within a respected financial institution.
• You contribute to shaping an impressive legacy in the financial industry.

Key Responsibilities & Accountabilities:

• Manage and monitor an assigned client base, engaging through various channels to provide exceptional customer service.
• Assist in timely data collection and client follow-ups, ensuring accurate Monthly Rapid Repay reports are delivered promptly.
• Conduct Mid & Annual reviews, aiming for client renewals and ensuring their satisfaction and continued engagement.
• Helping clients stay accountable for their Rapid Repay journey, including budgeting and debt reduction.
• Work collaboratively with third-party professionals like financial planner, accountants, and Infinity Staff to provide comprehensive client support.
• Identify and pursue additional business opportunities to enhance client experiences, such as property or finance opportunities or third-party referrals.
• Ensure clients receive timely updates Rate reviews for their lending products, maintaining precision and compliance.
• Develop a deep understanding of loan products, lender policies, and loan structuring, offering informed guidance to clients.
• Address staff and client queries or complaints professionally, aiming for swift resolution and maintaining positive relationships.
• Collaborate with allocated Finance Strategists and their support team to streamline customer service delivery, ensuring seamless experiences.
• Maintain updated, accurate, and compliant client system files according to legislative and Infinity Group requirements.
• Efficiently manage allocated tasks and undertake additional duties directed by management to ensure holistic client support.

Qualifications:

• 2-3 years industry experience (preferred although not essential). 
• 2-3 years in a customer service-related role (Mandatory).
• A knowledge and understanding of mortgage loans, property management and/or construction preferred. 
• Clear Police & Credit Report (Mandatory). 

Please be aware that this position is a full time on-site role and work from home arrangements are not an option. Successful candidates must be prepared to work exclusively from the office in Norwest, Sydney.
Join us in implementing the Infinity Group Rapid Repay approach and transforming lives! Apply now to become part of our dynamic team at Infinity Group, where financial innovation meets client empowerment.