Team Manager, BT Panorama Investment Maintenance



Team Manager, BT Panorama Investment Maintenance Panorama Team Manager - BT Financial Group Customer Service Delivery Calling thoughtful People Leaders How will I help? You will be responsible for the day to day leadership of the Panorama Investment Maintenance Team , a team of Client Account Specialists in Customer Service Delivery (CSD) supporting our customers’ needs for growing their wealth utilising Equity and Managed fund trading, Managed Accounts and related Corporate Actions across Investment and Super portfolios . You will manage your team to deliver exceptional customer service through all facets of interaction with our customers and stakeholders. This role will enable you to utilise your proven relationship management skills, working closely with our offshore partnership and product & adviser distribution teams to enhance the CSD platform offering and customer service proposition.

You will exercise your natural flair for creating a high performance culture within your team to ensure retention and engagement of your people. If that’s not enough then we will rely on you to contribute to all implementation planning for the relevant platform scheduled releases, legislative changes, projects as required and provide insights to triage issues and customer impacts. What’s in it for me? You will develop and maintain business relationships internally.

These relationships underpin the flow and quality of your work. You will have the backing and outstanding benefits of one of the most refreshing employers in Australia Access to some of the best banking, wealth and insurance benefits in the market, get paid well and have a suite of online learning and career planning tools at your fingertips. Not only that but the Customer Service Delivery business in BTFG is structured in such a way that you will be encouraged to cross skill which can pave the path to your ongoing career with the group.

What do I need? We mentioned the need for you to attract and continue to engage your team with the thoughtful leadership. We also need to see that you have had some experience in managing a medium to large team in a complex and deadline driven environment as well as your passion for placing the customer at the centre of everything you do. You have some experience within wealth or financial services Your tertiary qualification in business, commerce or a related discipline will help you in your pursuit of excellence in our work place and your team What’s it like to work there? BT is part of the Westpac Group.

We design, create, and administer financial products that help customers to achieve their financial goals through the accumulation, management and protection of personal wealth. You will be part of an agile, process-driven team that offers flexibility, a supportive culture and great benefits. You’ll also be encouraged to shape our community through paid volunteer leave and secondments.

We welcome diversity and invite candidates.

BT Financial Group
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15 Sep 2019


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