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 OpportunityAs 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 great 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 ResponsibilitiesDevelop, maintain and grow recent and existing broker relationshipsAdministration tasks including BDM relief when they are attending events or on leaveAttend monthly Professional Development DaysManaging a steady flow of inbound calls and emails from new and existing brokersWorkshop transactions with Credit teamsMange home loan applications from origination to settlementAbout YouThe 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 relationshipsAbility to demonstrate strong organisational and time management skillsHigh level of proficiency with Microsoft Word and ExcelPassionate about sales and driving resultsAre an enthusiastic and energetic individualAbility to remain calm and a team player during times of high pressureBe proactive in your approachEmployee BenefitsWe'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! andRetail therapy – enjoy discounts through Reward Gateway.Diversity & InclusionWe'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 setting.
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 (Sydney)
🏢 La Trobe Financial
📍 Sydney