Jobs at Colonial First State

Own growth outcomes with adviser-facing responsibilities: manage, retain and grow a panel of financial advisers and practices; drive revenue, inflows and platform adoption; run meetings, workshops and webinars; support transitions and migrations; provide product feedback and market intelligence; execute a territory plan aligned to national strategy.

As a Relationship Manager at CFS, you will manage client accounts, deliver strategic support, identify new business opportunities, and provide training on financial platforms.

Provide technical training, coaching and platform enablement to advisers and practices; act as subject-matter expert for CFS platforms, resolve technical and operational issues, drive platform utilisation, support sales activity, and report market insights to stakeholders.

Manage a small team to run KYC remediation, financial crime intelligence and QA across transaction monitoring, screening, ECDD and SMR reporting. Ensure KYC/CDD compliance with AML/CTF law, conduct QA sampling, drive process improvements, manage customer outreach and maintain audit-ready documentation.