La Trobe Financial is Australia's Global Investment Manager, helping Australians build better futures for over 70 years.
With $25 billion in assets under management and the trust of 160,000 customers, we've grown through a commitment to service, innovation, and putting people first.
We don't just deliver retirement income – we shape lives, careers, and communities.
Our culture is built on trust, excellence, accountability, and a shared purpose: to make a meaningful difference every day.
Build your future with us.
The Chance
As part of the Distribution team within the Real Estate Credit division of La Trobe Financial, you will report into the State Manager and will work with our Senior Manager Client Partnerships to sell one of the broadest mortgage product suites available in today's market.
You will complete this from a deskbound environment.
Key elements of this role will be to provide exceptional customer service and manage the relationship with our existing brokers and establish new relationships introduced through accredited national aggregator groups.
This is a excellent opportunity for an individual who has the drive to go beyond their sales targets with ambitions to move into a BDM level position in the future.
Key Responsibilities
Develop, maintain and grow new and existing broker relationships
Administration tasks including BDM relief when they are attending events or on leave
Attend monthly Professional Development Days
Managing a steady flow of inbound calls and emails from new and existing brokers
Workshop transactions with Credit teams
Mange home loan applications from origination to settlement
About You
The successful applicant will have experience in a financial services environment, ideally within a non-bank.




Additional skills and experience required include:
Excellent customer service skills with the ability to develop rapport and build relationships
Ability to demonstrate strong organisational and time management skills
High level of proficiency with Microsoft Word and Excel
Passionate about sales and driving results
Are an enthusiastic and energetic individual
Ability to remain calm and a team player during times of high pressure
Be proactive in your approach
Employee Benefits
We're all about balance – delivering great work and enjoying the journey.
Alongside a competitive salary, here are some perks that make working with us even better:
Celebrate your birthday – with a paid day off, just for you!
Give back – with paid volunteer days to support causes you care about;
More time for you – purchase additional annual leave when you need it;
Support for families – 18 weeks paid primary carer parental leave plus superannuation contributions;
Wild perks – free annual membership to Taronga Zoo and Collingwood Football Club!
Wellbeing first – access to our Employee Assistance Program (EAP);
Keep growing – with ongoing training and development opportunities;
Unforgettable socials – from team events to celebrations you'll actually want to attend! and
Retail therapy – enjoy discounts through Reward Gateway.
Diversity & Inclusion
We're committed to creating a workplace where everyone feels respected, valued, and safe.
We welcome applications from people of all backgrounds and proudly support an inclusive recruitment process and work workplace.
If you require adjustments at any stage of the process, please let us know, we're here to help.
Please note that only shortlisted candidates will be contacted
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📌 Relationship Manager (New South Wales)
🏢 La Trobe Financial
📍 New South Wales