Funds Management

1 week ago

Sydney, New South Wales, Australia Anton Murray Consulting Full time

Our client is a global Asset Manager seeking to hire an experienced Wholesale Funds BDM based in their Sydney office to build, foster and develop Wholesale clients along the Eastern Seaboard of Australia.

Key Responsibilities:

  • Develop and execute the strategic wholesale business plan for the Australia / New Zealand marketplace in order to raise and retain assets.
  • Develop and maintain relationships as well as educate, train and motivate researcher, platform, dealer groups, broker dealers, IFAs and selected SMSFs, in Australia and New Zealand.
  • Develop and represent a relevant range from a global suite of investment strategies to ensure retention and growth of assets under management in this region.
  • Communicate with investment teams and Investment Specialists to ensure the proper articulation of the various investment strategies. Develop a broad understanding of both the research and portfolio management process.
  • Develop and execute high activity plan. Leverage existing client relationships and pursue new prospects to meet and exceed targets for new business development in the region.

Ideal Experience:

  • Experience in the investment management/financial services industry in wholesale sales and relationship management with an in-depth knowledge of a range of investment products.
  • Good investment market reputation and a track record of execution, advice and relationship building.
  • Proven experience with building networks in Australia/New Zealand both with clients and researchers, having demonstrated strong consultative selling skills.

The ideal applicant will be a BDM with at least 2-3 years of experience within wholesale or retail funds distribution.

To be shortlisted for this role, you must be based in Australia with a valid work visa.

The comp range for this position is open based on the profile of the successful candidate, with a range of $140-165k + super + bonus a suitable guide.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance and Sales

Industries

Financial Services and Investment Management

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