Superannuation Portfolio Manager

About the Opportunity

As Australia’s longest serving Defence financial institution, we have supported those who protect and serve our country for over 65 years. And as a member-owned bank, we are here for our members first, helping them to achieve their financial goals with a range of competitive products and personalised service. In 2024, we were named one of the World’s Best Bank by Forbes and won Canstar’s Consumer Bank of the Year for Everyday Banking.

Responsibilities

• Growing and managing the Bank's Retirement Savings Account (RSA) portfolio
• Building relationships with existing and prospective members to identify opportunities and support their retirement needs
• Providing product information and general guidance relating to retirement products
• Managing relationships with external administrators and service providers
• Monitoring portfolio performance and preparing sales, operational and compliance reporting
• Supporting product governance activities, including Product Disclosure Statement (PDS) reviews and product updates
• Delivering training and education sessions to branch teams to increase awareness and referral opportunities
• Managing member enquiries and supporting exceptional service outcomes
• Ensuring all activities comply with AFSL obligations, regulatory requirements and internal policies
• Acting as a Responsible Manager under the Bank's AFSL

About You

To be successful in this role, you will bring:

• Experience within superannuation, retirement products, wealth management or financial services
• Strong understanding of superannuation legislation, retirement savings products and member servicing requirements
• RG146 qualifications covering Superannuation and General Financial Product Advice
• Experience operating within a regulated financial services environment
• Strong relationship management and stakeholder engagement skills
• Ability to analyse data, prepare reports and identify growth opportunities
• High attention to detail and strong compliance awareness
• Excellent written and verbal communication skills
• A genuine passion for helping members achieve better financial outcomes

Benefits

• Purpose-driven organisation supporting the Defence Community
• Collaborative and values-based culture
• Opportunities for professional development and career growth
• Hybrid working arrangements
• Competitive employee benefits including banking and wellbeing initiatives
• Be part of an organisation recognised for its commitment to employees and members

About Company

If you're looking for an opportunity to combine your superannuation expertise, relationship management skills and commercial mindset in a role that makes a genuine difference, we'd love to hear from you.

Apply today and help our members build confidence in their financial future.