Account Associate Vic/tas/sa
5 months ago
Work closely with the Regional Manager, Distribution- Manage and Analyse information and identify sales opportunities- Global Fund Manager
An exciting opportunity to join a Global Fund Manager providing support to Key Account Managers (KAMs) and the Regional Manager VIC/SA/WA/TAS to ensure we provide the highest level of service to our clients.
Sounds interesting? Here are some specifics about the opportunity:
- Provision of a superior level of support for the Regional Manager and aligned KAMs- High quality drive and management of sales activity- Quality analysis and management of information- Plan, coordinate, book and record (via CRM) all activities for RMs/KAMs, including appointments, seminars etc.- Provide client service to external stakeholders, including advisers, key contacts, and clients (which includes the communication of fund performance, stocks and general market economics)- Manage and analyse information including funds flow, approved lists, and reports which identify sales opportunities- Provide detailed analysis on Perpetual products and our competitors- Prepare presentations- Plan and coordinate client functions- Manage projects - including assistance with completion of state plans, state-based initiatives within dealer groups and sponsorship requests
To be considered for this opportunity, your qualifications, skills and experience could include:
- Intermediate in Microsoft word, Excel, and PowerPoint- Relevant tertiary or industry qualifications (eg. DFP / FINSIA courses)- Studying CIMA or equivalent preferable- Minimum three years financial services experience- Strong Customer service and work ethic- Attention to detail- Strong time management skills- Strong written and verbal communication
Our opportunity We’d love to learn more about how your interests and experience could be a fit. Here at Perpetual, we are committed to supporting a flexible working environment enabling you to work how and where you work best. Our benefits
- Two weeks additional paid leave for Well-being & Community Leave
- Market competitive Parental Leave
- Access to our Well-being Benefits and Perpetual Discounts providing discounts and special offers on entertainment, clothing, homeware, gift cards, technology, travel, dining and more
Why join us? You'll be joining a growing client-focused and collaborative global team with a values and purpose-driven culture. Each and every day our people bring to life our enterprise behaviours - Stretch, Own It, and Make an Impact. We value Diversity and Inclusion and know that the unique backgrounds, experiences, and perspectives of our people contribute immensely to the delivery of our purpose and strategy. We’re living this commitment as a WGEA Employer of Choice for Gender Equality and have a growing number of employee-led networks to raise awareness and promote Diversity and Inclusion at Perpetual. We are extremely proud to work directly with over 23 Aboriginal language groups in various communities across Australia and we pay our respects to all Aboriginal and Torres Strait Islander People: and to their Elders past and present. Aboriginal and Torres Strait Islander People are strongly encouraged to apply.
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