At a Glance
- Tasks: Build relationships with financial planners and help convert opportunities into assets.
- Company: Global fixed income specialist with a commitment to diversity and inclusion.
- Benefits: Hands-on role with real client contact and professional growth opportunities.
- Other info: Collaborative environment with a focus on learning and development.
- Why this job: Join a dynamic team and make a real impact in the investment world.
- Qualifications: Experience in asset management and confidence in cold calling.
The predicted salary is between 63000 - 77000 $ per year.
Colchester is a global fixed income specialist. We’re looking for a Business Development Associate to help grow inflows into our Australian and New Zealand wholesale funds. You’ll work closely with the Head of Distribution, AU/NZ, building relationships with financial planners, dealer groups, platforms and HNW groups, and helping to convert opportunities into assets. This is a hands-on role with real client contact. You’ll own relationships with an allocated panel of intermediaries and learn the firm’s investment philosophy in depth, so you can represent Colchester credibly.
What you’ll do
- Develop and maintain relationships with your panel of dealer groups, financial planners and platforms
- Support the 90-day sales plan to identify, target and convert opportunities
- Set up and take part in sales meetings and presentations, sometimes with portfolio managers
- Gather market feedback and competitor insight to sharpen our sales focus
- Help organise roadshows, events and quarterly webinars, and keep marketing collateral up to date
- Follow up promptly and professionally after meetings and events
- Prepare monthly client reporting and factsheets, and help respond to client queries and due diligence questionnaires
What you’ll bring
- Proven experience in asset management, with some knowledge of investment markets
- Some experience working with the intermediary market, including dealer groups, financial planners and platforms
- Confidence in cold calling and setting up sales meetings
- A collaborative approach, and comfort working with colleagues across regions and cultures
- Emotional intelligence, and experience of influencing and challenging constructively
- A positive attitude and a willingness to learn complex investment concepts
It would help if you also have
- Client-facing experience
- Knowledge of fixed income markets
- Strong attention to detail, with advanced Excel and database skills
Colchester is an Equal Opportunities Employer committed to building an inclusive and diverse workforce. All applicants will be treated fairly, without regard to all identifying characteristics including race, religion, sex, nationality, age, disability, sexual orientation, marital status, gender identity and expression or any other protected group status.
Business Development Associate in Sydney employer: Colchester Global Investors Limited
Colchester Global Investors Limited offers a dynamic work environment where employees can engage directly with clients and build meaningful relationships within the financial sector. The company emphasizes professional development through hands-on roles that allow team members to learn the firm's investment philosophy in depth. Opportunities for growth are supported by a collaborative culture focused on achieving sales targets and market insights.
Contact Details:
Colchester Global Investors Limited Recruitment Team
