Business Development Associate

7 days ago


Sydney, New South Wales, Australia ROBERT WALTERS AUSTRALIA Full time

Our client is looking for an individual who is passionate about sales within the funds management space. The Business Development Associate will be responsible for making outbound calls to clients, supporting the BDM's and Head of Distribution.

The BDA will be working across a multi-asset portfolio with the task of calling advisers, preparing marketing material, and general support for the distribution team.

Role Responsibilities:

  • Identify, prospect, and generate new business opportunities within the wealth and funds management sector.
  • Develop and implement strategic business development plans to increase revenue, assets under management (FUM), and market share.
  • Present the company's investment products and services to potential clients, addressing their needs and aligning solutions to their objectives.

Role Requirements:

  • Experience in business development, sales, or client relationship management within the wealth management, funds management, or financial services industry is crucial for this role.
  • Bachelor's degree in Finance, Business, Economics, or a related field (MBA or professional certifications such as CFA is a plus).

Aboriginal and Torres Strait Islander Peoples are encouraged to apply. To apply please click apply or call Bianca Loughran on +61 2 8289 3122 for a confidential discussion.

About the job

Contract Type: FULL_TIME

Focus: Investment Management

Workplace Type: On-site

Experience Level: Associate

Location: Sydney

Specialism: Banking & Financial Services

Industry: Financial Services

Salary: Negotiable

Job Reference: 2026870/001

Date posted: 4 March 2025

Consultant: Bianca Loughran

Come join our global team of creative thinkers, problem solvers, and game changers. We offer accelerated career progression, a dynamic culture, and expert training.

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