Business Development Associate

1 week ago

Adelaide, South Australia COLONIAL FIRST STATE Full time

Join Our Team at CFS

Are you excited about being part of a company that appreciates expertise, enthusiasm, and diversity? At CFS, we recognize that our outstanding people are the key to our success. We value individuality, strive for high performance, and foster an environment where you can reach your full potential. Our team members make a real difference by providing exceptional experiences to assist our clients in attaining financial independence.

About the Role

Your new position will be within the Platforms Distribution team at CFS, which focuses on managing relationships with advisers, consultants, and licensees using CFS Platform products. The team is also dedicated to expanding our network by identifying new client relationships.

Your Duties

The Business Development Associate (BDA) will support the sales team in servicing a group of existing adviser relationships through a blend of proactive and reactive service support tasks and operational duties.

This role is located in Adelaide and supports our SA and WA sales teams.

Your responsibilities include:

  • Establishing effective working relationships with Business Development Managers and Relationship Managers
  • Providing service and operational support to facilitate client growth in alignment with segmentation, including making proactive service calls to panelled advisers
  • Cultivating strong relationships with financial advisers on the panel through phone and email communication to deliver excellent service
  • Assisting in specific sales/retention campaigns and providing reports on business activities, campaigns, and market information
  • Handling inquiries received by the BDM and RMs and through the Team inbox professionally and promptly
  • Supporting CFS events, client seminars, Adviser PD days, and Dealer Group conferences as needed

Required Skills and Experience

The ideal candidate will have a background in client service within the financial advice industry. This role is also suitable for a graduate who has exposure to financial advice through studies and/or work experience.

Key skills and qualifications:

  • Ability to recognize and address client needs promptly and professionally
  • Strong interpersonal and communication skills
  • Intermediate Excel and PowerPoint proficiency
  • Excellent attention to detail
  • Self-motivated, proactive, and capable of working independently
  • RG146 qualified or willing to start studies
  • Tertiary qualifications in Commerce/Business/Economics/Accounting preferred

Perks

By joining CFS, you'll become part of a top-tier team in the wealth management industry. It's a motivating setting that fosters growth and recognizes achievements. Here are some additional benefits you can enjoy:

  • Access to CFS Employer Super with a diverse investment menu and flexible insurance solutions
  • Assistance with financial services, including discounts on home loans and day-to-day banking services through a partnership with a leading financial institution
  • 24/7 confidential support including safety, medical, and mental health services
  • Life Leave - 3 days annually to focus on your well-being or celebrate special occasions
  • Exclusive discounts on retail, travel, and entertainment
  • Extra leave day to celebrate your birthday

CFS Work Environment

At CFS, we are dedicated to fostering a thriving environment where individuals can thrive. We believe that success relies on strong teams, and we are committed to embracing uniqueness, advocating for individuality, and supporting a diverse and inclusive workforce. We trust that when you can be your true self, you can unlock your full potential.

Join us now and help Australians reach their financial freedom goals.

Kindly note, CFS requires all applicants to have full work rights in Australia.

For selected candidates, background checks (including Police, Employment, Bankruptcy checks, ASIC banned and disqualified persons) will be conducted before final confirmation of employment. The results of these checks do not automatically disqualify the candidate, but they will be evaluated based on the role's inherent requirements.

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