At a Glance
- Tasks: Identify and pursue business opportunities while building relationships with key stakeholders.
- Company: Leading equities manager with over $6 billion under management.
- Benefits: Full-time role with competitive salary and opportunities for professional growth.
- Other info: Moderate travel involved; great chance to learn and grow in finance.
- Why this job: Join a dynamic team and make an impact in the investment management industry.
- Qualifications: 3-5 years in funds management or sales, strong communication skills required.
The predicted salary is between 72000 - 88000 $ per year.
Direct message the job poster from Capital Executive Search
Our client is a leading equities manager with over $6 billion under management.
We are currently seeking a junior to mid-level Business Development Manager to target private wealth advisers, IFAs and brokers.
This will be a national position requiring a moderate level of travel.
Responsibilities
- Identifying and pursuing business opportunities within the target channels, fostering long-term relationships with key stakeholders.
- Providing tailored investment solutions and superior service to meet the sophisticated needs of retail/wholesale brokers and advisers.
- Collaborating closely with our investment team to articulate investment strategies and value propositions effectively.
- Conducting regular client meetings, presentations, and seminars to educate and advise clients on our client\'s offering.
- Ongoing monitoring of market trends and competitor activities to identify potential opportunities.
- Assisting with the management of national roadshows, industry convention engagement or similar events.
- Key Attributes/Qualifications
- 3-5+ years in funds management distribution or a similar sales role (e. g. platforms), with a track record of successfully meeting targets.
- Exceptional communication and presentation skills, with the ability to articulate complex investment concepts clearly and effectively.
- Strategic thinker with a proactive approach to business development and client relationship management.
- Sound understanding of investment products and financial markets.
- Bachelor’s degree in finance, economics, or a related field. Relevant Master’s, CFA, CAIA, or CIMA preferred.
- Seniority level
- Associate
- Employment type
- Full-time
- Job function
- Business Development
- Industries
- Investment Management and Financial Services
- Referrals increase your chances of interviewing at Capital Executive Search by 2x
- Get notified about new Investment Specialist jobs in
Sydney, New South Wales, Australia .
- Chatswood, New South Wales, Australia 1 week ago
- #J-18808-Ljbffr
Investment Specialist in Sydney employer: Capital Executive Search
Join a pioneering AI infrastructure company in Sydney, where you'll thrive in a dynamic greenfield environment that fosters innovation and collaboration. With a strong emphasis on employee growth, you'll have the chance to lead projects, mentor fellow engineers, and shape the future of technology while enjoying a supportive work culture that values creativity and teamwork. Benefit from competitive remuneration, flexible working arrangements, and the opportunity to work with cutting-edge technologies that make a real impact in the industry.
