About La Trobe Financial Australia's premier Alternative Asset Manager since 1952. Our culture combined with our commitment to service and our customers has seen La Trobe Financial grow to over $20 billion Assets Under Management and over 550 employees deployed across Melbourne and Sydney.The Opportunity As part of the Asset Management division at La Trobe Financial, your primary responsibility will be to deliver exceptional customer service to both new and potential La Trobe Financial investors. You will handle general and specific investment enquiries and provide support to the La Trobe Retail Investor Market.A key aspect of this role is to coach, mentor and motivate the Sales Desk Relationship Manager team. Excellent communication skills, both written and verbal, and the ability to self-manage are essential. Additionally, as a senior team member, you will be expected to assist the Senior Manager with day-to-day operational matters, handle escalations, and provide relief as needed.Key Responsibilities Coaching, mentoring, and motivating the Sales Desk relationship Management team.Maintaining and growing new and existing investor relationships.Attending to all written and telephone investor enquiries.Handling all investor-related complaints and escalating to management as required.Acting in a sales capacity to promote La Trobe Financial' s investment products.Actively participating in La Trobe Financial' s Client Contact Program to enhance promotion and client satisfaction.Promoting investment opportunities through direct telephone contact with investors and other La Trobe Financial stakeholders.Providing regular reports to the Senior Manager on the completion of tasks.Achieving set metrics.About you Banking/Finance experience – minimum three (3) yearsDegree/Diploma in appropriate business-related disciplineWealth Industry experience - minimum five (5) yearsProficient Client Relationship Management skillsEmployee Benefits Flexible working arrangements Paid Birthday LeavePaid volunteer days Ability to purchase additional Leave Employee Assistance Program (EAP)Training opportunities Social Events Retail discounts with Reward GatewayPlease note, only shortlisted candidates will be contacted.