Business Development Associate

2 weeks ago


Sydney, New South Wales, Australia Profusion PAC Pty Ltd Full time

Company Overview
Join a pioneering asset management firm known for its innovation in global markets with diverse investment strategies. With a strong presence worldwide, our client is committed to delivering exceptional investment solutions to individual investors and institutions.

Role Overview

Key Accountabilities

  • Deliver the value proposition of our ETFs to financial advisers, brokers, and accountants over the phone.
  • Manage the sales cycle from lead generation to qualification and process execution.
  • Assist in preparing and executing client presentations, workshops, and events.
  • Manage lead opportunities and client relationship data in CRM platforms.
  • Support portfolio analysis and deliver model portfolio solutions.
  • Plan and manage client events, enhancing the firm's market presence and identifying new business opportunities.

Skills and Qualifications

  • Tertiary qualification in Commerce, Economics, or related fields; RG146 compliance preferred.
  • 1 to 3 years of experience in financial services with a preference for managed funds.
  • Understanding of ETFs, LICs, Managed Funds, and financial markets.
  • Excellent communication, interpersonal, and presentation skills.
  • Ability to thrive in a dynamic, clientfocused team environment; capable of working autonomously as needed.


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