Relationship Manager
Profusion Group ·www.profusiongroup.com
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Relationship Manager
About the Role
Profusion has partnered with a leading Wealth Management Platform looking to add a Relationship Manager to their Adviser Services team in Sydney. The firm offers a comprehensive product suite spanning wealth management and managed account solutions. This role will cover a broad range of distribution responsibilities including deepening existing adviser relationships, managing client outcomes, and supporting new business opportunities nationally.
Key Responsibilities
About the Role
Profusion has partnered with a leading Wealth Management Platform looking to add a Relationship Manager to their Adviser Services team in Sydney. The firm offers a comprehensive product suite spanning wealth management and managed account solutions. This role will cover a broad range of distribution responsibilities including deepening existing adviser relationships, managing client outcomes, and supporting new business opportunities nationally.
Key Responsibilities
- Develop and maintain strong relationships with financial advisers and dealer groups
- Manage and deliver projects and operational outcomes, working closely with senior origination executives to support new business nationally
- Help clients grow their knowledge and usage of the wealth management product suite to deepen engagement and retention
- Collaborate cross-functionally with operations, IT, product, and compliance specialists to deliver a high standard of client service
- Identify and pursue new business opportunities while contributing strategic thought leadership within the distribution team
- Undergraduate degree in Commerce, Economics, Finance or a related discipline
- Minimum 2 years' experience in sales, client services, and/or financial advice
- Knowledge of financial markets and wealth management products
- Results-driven with excellent presentation skills, strategic thinking ability, and a genuine passion for client outcomes
Frequently asked questions
Who is hiring for the Relationship Manager role?
Profusion Group is hiring for the Relationship Manager position, a Shazamme client. Apply directly on the employer's career site.
Where is the Relationship Manager job located?
The Relationship Manager role with Profusion Group is based in Sydney, NSW, AU.
Is the Relationship Manager role full-time or contract?
This is a full time position at Profusion Group.
What experience level is the Relationship Manager role?
The Relationship Manager position is aimed at mid-level candidates.
How do I apply for the Relationship Manager role at Profusion Group?
Apply directly on Profusion Group's career page via the Apply button on this listing. ZammeJobs links straight through to the employer's ATS — no third-party form, no resume database.