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Superannuation Portfolio Manager

Australian Military Bank -
Sydney NSW

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Job Details

Permanent | Full-time

Qualifications

Management
RSA
Business development
Financial services
Communication skills

Full Job Description

Shape the future of our retirement offering
Make a meaningful impact

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.

At Australian Military Bank, we exist to serve those who serve. As a member-owned bank, our decisions are driven by what’s best for our members - not shareholders.

We are currently seeking an experienced Superannuation Portfolio Manager to lead the growth, management and ongoing success of our retirement and superannuation product portfolio.

This is a unique opportunity to combine your expertise in superannuation, member engagement, business development and compliance within a purpose driven organisation.

Your New Role

Reporting to the Head of Branch & Superannuation, you will be responsible for managing and growing Australian Military Bank's retirement products portfolio while ensuring strong member outcomes, regulatory compliance and operational excellence.

As the subject matter expert for our retirement products, you will work closely with members, branch teams, service providers and key stakeholders to drive portfolio growth, provide product expertise and enhance the member experience.

Key responsibilities include:

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

Why Join Australian Military Bank?

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

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.

Apply Now

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