Business Development Manager – IFA – Funds Management

Company Overview

A market leading Boutique who is offering truly unique and leading edge investment options. 

Role Overview

Distribution builds relationships with financial intermediaries, in order to grow funds under management (FUM). 


  • Increase funds under management of the suite of products
  • Communicate key messages to adviser community
  • Manage assigned Dealer Group Accounts and contribute to National Account Strategies
  • Ensuring leads for other organisational product sales are appropriately referred and working with their Sales Managers to ensure there is an effective cross referral system operating
  • Driving sales as directed by national strategy
  • You will be responsible for ; Appointments; Seminars; Presentations; Market intelligence and feedback; Account Management
  • Represent the organisational brand in a professional manner

Skills & Experience

  • Experience in an investment sales role is a MUST (can be phone based)
  • Thorough knowledge of financial markets, macroeconomic trends and be able to structure investment products within an advisers portfolio 
  • Knowledge of advisers in target market (VIC)
  • Knowledge of products used by advisers
  • RG146 compliant
  • Tertiary qualification in a related field

To express your interest in this opportunity, please forward your resume using the “Apply Now” link below or contact Muneeza Ahmad on (02) 9240 6384 for more information

Business Development Manager - IFA - Funds Management

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