About the role

As Wealth Engagement Manager and reporting the Senior Manager Wealth Distribution your focus is to actively engage with our front-line teams and branches predominantly located in either Queensland or New South Wales to ensure staff have the awareness, technical knowledge and training required to enable holistic customer conversations in relation to wealth creation and to refer customers to the wealth concierge team.  

You’ll get to:

• Proactively deliver structured training and technical support to staff
• Drive sales and marketing initiatives to acquire new customers as well as broaden the services to existing customers
• Support the continuous review and enhancement of the Wealth strategy ensuring changing customer needs and behaviours are identified and accommodated 
• Proactively motivate, influence and support the activities for frontline teams to drive results and meet business objectives 
• Work closely with the Wealth Engagement Management team, the Insurance & Wealth Management Distribution team, State and Regional Managers, Branch Staff and the broader consumer division
  
  

This is a Permanent, Full-Time position located in either Queensland or New South Wales (dependant on the successful applicant) 
Ideally based at one of our corporate offices or business centres. There will be a requirement to travel to regional branches so you will need a reliable car and a current driver’s licence. 

About you

To be successful you will have:

• Strong working knowledge and interest in products, services and solutions across Wealth and Consumer Banking 
• Demonstrated capabilities across coaching, training, mentoring and influencing team members
• Advanced communication skills with the ability to build effective relationships with a range of stakeholders
• Demonstrated understanding, interest and passion for wealth creation products including managed fund investment solutions, financial planning and insurance 
• Excellent time management with the ability to prioritise and meet deadlines
• Proactive and strategic disposition with a focus on driving results, exceptional customer outcomes and continuous improvement
• Tertiary qualification in business related field and RG 146 accreditation ideal but not essential 

So, why work with us?

1. Want big impact that matters? Here, you’ll know your work directly benefits the customers and communities we all serve.
2. Want to be more than just a number? Join a team that truly values you – and that gets more and more diverse every day.
3. Want career opportunity AND flexibility? Achieve both here, where we know that balance and progression go hand in hand.

You’ll also get access to a great range of benefits, including:

• • Hybrid work? Flexible hours? A compressed work week? Our flexible work options are designed to suit your life.
  • Health and wellbeing support, including discounted gym memberships, private health insurance options, and our Employee Assistance Program (EAP) for you and your immediate family members.

We’re making better, bigger. And we’ll get there with you.

Still in two minds? 

Research suggests 60% of women and underrepresented groups might stop here, even after getting as far as drafting an application. We believe that diversity makes every team stronger, so even if you don’t tick every box we still want to see your application!

We believe a diverse workforce supported by an inclusive culture is central to our success, and we actively encourage applications from those who bring diversity of thought to our business. We support candidate requests for adjustment to accommodate an illness, injury or disability to equitably participate in the selection process.

Applications close: Monday, 26th May 2025

Position Description: Wealth Engagement Manager PD.docx

We are committed to responding to all candidates, regardless of the outcome of your application.

Please note shortlisting and interviews may take place prior to the advertised close date, so don't delay: apply now!

Please note, all internal candidates are required to notify their immediate leader when applying for a new career opportunity and you will be asked to acknowledge they have done so upon submission of your application.

Please contact the Talent Acquisition Advisor of this vacancy for a confidential discussion if there are any concerns meeting this requirement during the application process, or if you would like to discuss the position further.   

Manager Name:  Simon Smarrelli – Talent Acquisition Advisor
Manager Email: simon_smarrelli@bendigoadelaide.com.au