Banking and Financial Services Group (BFS) is the primary relationship manager for Macquarie’s retail client base in Australia, New Zealand, Asia, North America and Europe.

The Macquarie Banking and Financial Services (BFS) - Service & Operations division provides a consistent, yet specialised client experience for a range of client types. With over 700 staff our scaleable business model is designed to provide the highest level of service for products such as cash, term deposits, money market, wrap, super, insurance, broking and mortgages. Due to recent growth, we are seeking a capable professional to support our operations team as a Training & Relationship Manager in our Melbourne office.

Role Overview

Training and relationship managers are responsible for developing and maintaining quality relationships with key MAS advisers, making it easy to do business with us.  This is achieved by actively training and supporting our external advisers and their staff with updates on features, service enhancements and provision of initial and ongoing training.

Key Responsibilities

• Being responsible for promoting products, platform and services via direct contact with financial advisers and their support staff
• Actively training and supporting our external advisors and their staff with updates on features, service enhancements and provision of initial and ongoing training
• Meeting performance targets:
• 10 Adviser appointments/training sessions per week
• Identify and generate 10 leads monthly
• Collect adviser service scores for all appointments
• Produce weekly reporting as requested by management
• Manage costs of travel, telephone and other expenses
• 100% adherence to all procedures
• Building relationships across MAS and BFS as a whole
• Liaising and communicating with the Product Management team in conveying customer needs and feedback and thereby providing input to any developments or enhancements to our products or services
• Communicate feedback outcomes to client and advisers
• Proactive follow through on all client requests
• Escalate for solutions where required
• Understand risk and compliance obligations and follow processes to minimise risk
• Work on projects and tasks as agreed with Management
• Provide assistance as required to other teams in S&O
• Adherence to MBL Goals and Values

Successful Applicant

• Degree qualifications and/or be PS146 compliant (or willing to undertake the necessary study);
• A strong knowledge and understanding of the financial services industry as well as previous experience in the IFA market;
• Superannuation knowledge
• Excellent communication skills, both verbal and written;
• The ability to build, network and establish relationships with external and internal parties, coupled with a proactive and motivational approach;
• A high level of confidence to conduct training sessions and presentations both one on one, and to large groups;
• A strong level of tenacity and accountability to work both autonomously and as a team;
• The ability and capacity to meet deadlines and exceed client expectations
• A strong sense of ownership and the ability to deliver excellent client service
• Strong client service background
• Achievement orientated and results focussed
• Team player and team focus
• MBL Goals and Values