Training & Relationship Manager
Brisbane
HUB24 – HUB24 Sales & Distribution /
Full Time /
Hybrid
A BIT ABOUT US
HUB24 Group (ASX:HUB) leads the wealth industry as the best provider of integrated platform, technology and data solutions, and we’re not done yet. At HUB24, we believe in the value of advice and by collaborating with the industry and leveraging our technology and data expertise, we’re helping to solve key challenges to enable the delivery of accessible financial advice and empower better financial futures for more Australians.
Our solutions include Australia’s best platform HUB24, leading SMSF software Class, and myprosperity’s innovative client portal technology.
HUB24 Limited is a company listed on the Australian Securities Exchange (ASX: HUB)
The role
Due to an internal promotion we have an exciting position that has opened up in our Sales and Distribution team.
The role of the HUB24 Training and Relationship Manager (TRM) is responsible for servicing existing and newly won client’s training development needs on a day to day basis and providing a support function to adviser practices through all levels of their business.
Although the primary relationship rests with the HUB24 Business Development Manager (BDM) the (TRM) works collaboratively to support the principals, advisers and support staff of HUB24 clients.
Ongoing administrative and service queries will be addressed by the HUB24 Client Service Team.
This role is located in Brisbane.
Key responsibilities:
- The training and development of HUB24 clients
- Promote the products, features and benefits of the HUB24 solution to existing advisers to assist in the growth of the HUB24 business and its distribution support base
- Collaborate, build and refine training programs with other TRM’s to ensure best practice behaviours and methods are delivered to the broadest range of advisers who work with HUB24
- Work with other teams within the business to ensure consistent and high quality training material and programs are delivered
- Be jointly accountable for the state and regional budget and work with the BDM’s and State Manager to grow new sales and strengthen relationships with clients
- Proactively monitor and accelerate business through the sales pipeline
- Provide input to BDM’s on new business development opportunities that are identified within adviser practices
Key requirements:
- 3-5 years of experience in a Training role within Wealth Management (Advice, Insurance, Superannuation, Investments)
- Excellent face-to-face and phone customer service skills.
- Professional presentation abilities and strong verbal/written communication.
- Self-motivated with strong time management and organisational skills.
- Capable of working autonomously while enjoying team collaboration.
- Innovative problem-solver with strong business acumen.
- High technology competency, including financial planning software and CRM systems.
At HUB we pride ourselves on creating possibilities for our clients, but also for ourselves. We operate on a succeed as one mentality and fully support flexibility across our business. Join us on our growing journey where we always deliver with integrity and enable our clients to come on the journey with us.
If you feel this is the right opportunity for you then please apply today.
THE HUB24 STORY
We think creatively and we’re not constrained by traditional thinking or barriers to success. We’re led by experts, realists with ideas, grounded in commercial reality who are bold enough to visualise the future a little differently and to advocate for what matters to our clients. We are here to lead change and are committed to empowering better financial futures for more Australians.
Benefits and Perks:
Employee Share Scheme: Receive tax free shares on an annual basis (permanent employees only).
Unlimited Access to internal and external learning: Learn, grow, and develop with us.
Added purchase and bonus leave: Purchase 2 extra weeks of additional leave per year on top of your standard 4 weeks, plus an extra 5 days if you use your 20 days of leave within 12 months.
Volunteer Day: 1 day Volunteer Day to use on your charity of choice.
Enhanced Parental Leave: We offer 12 weeks of paid parental leave in addition to statutory government leave.
Flexible Working: We offer hybrid working arrangements.
HUBlife: Enjoy a huge range of discounts including health, wellness and financial with our corporate partner.
Employee Assistance Program: Well-being Service provided to you plus your family members.
We pride ourselves on being an inclusive employer of choice where our people can bring their whole selves to work and feel 100% safe and supported to do so.
If you don't feel you fit this role 100%, we would still love to hear from you! Tell us what you're interested in - you still might have a skill we didn't realise we needed!
*As part of our process, a police check will be conducted on all successful candidates*. Further details on our HUB24 Group Recruitment Privacy Collection notice can be found here.
2024 Circle Back Initiative Employer – we commit to respond to every applicant.
Endorsed by WORK180, we are proud to be recognised as an employer of choice for women.
We have been nominated and placed on the BOSS Best Places to work list.
