They are a Global Investment Manager of significant size and scale managing trillions in assets globally. The firm have a core focus on providing market exposures and investment opportunities at a pricing structure which suits the best interest requirements of their clients. In addition to having such a heavy focus on providing the right outcomes for clients they have an extraordinary team environment.
Surrounded and supported by experienced qualified professionals who enjoy a workplace driven by success and growth, you will be given unmatched development opportunities to build a prosperous and rewarding long term career.
In this key sales role you will develop adviser relationships across NSW. Specifically, you will be required to increase sales of product and maximise retention of existing client holdings.
Understanding an adviser and their business is paramount in this role. Given the seniority of the role you will be given a panel which has more complex relationships which require dealing with multiple internal stakeholders.
You will also need to have a strong interest in Financial Markets – it is not essential that you have Financial Markets experience but you must display a base level of knowledge and a keenness to learn. You will need to understand the firms Portfolio Construction philosophy and be able to effectively articulate the firms investment beliefs to clients
It is likely that you come from a funds management/platform sales background with at least 4-5 years adviser facing experience.
Key skills and attributes
- A+ written and verbal communication skills
- Proven sales results within Funds Management/Platform
- A strong foundation of investment knowledge especially across equities & market indices
- Exceptional presentation
- Degree qualified
- Ability to work autonomously
- A results oriented & highly collaborative team player with effective stakeholder management skills and the ability to work under pressure
This is an excellent opportunity to join a team renowned for their exceptional products and continual innovation.
Please apply now or call Ashton Bilbie on 02 9240 6370 for a confidential discussion