Business Development Associate – Investments

The Company 

An award winning organisation who is a market leader in the industry. You will be working with a highly successful product with a significant market share. 

The Role

Drive the sales efforts of the investment suite of products as well as support the Retail Distribution Team in the broader distribution of products.

Duties and Responsibilities

• Provide consistent to support Financial Planners who the company already holds a relationship with 
• With the direction and support of the State Manger, build new relationships with specific groups of Financial Advisers 
• Executing sales activity program then tracking results via investment flow pipeline 
• Coaching new and existing customers on the product suite, investment strategies and technical support tools
• Support the broader distribution team in the resolution of any product queries

Skills & Experience

• RG146 AND Tertiary Qualifications is essential
• Understanding and experience of working with investment products and adviser practices
• Excellent communication skills and proven ability with senior, internal and external stakeholder management
• Knowledge of dealers and advisers in target market and products used by them
• Experience in a wealth management sales role is necessary 
• Being able to provide a high level of customer service
• Demonstrating behaviors that focus effort on delivering to the internal and external customer
• Working with customers to better understand and anticipate their needs
Click on the APPLY button or contact Muneeza Ahmad on +61 2 9240 6384

Business Development Associate - Investments

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