New Business Manager, Wealth

1 week ago

Sydney, Australia AMP Full time

New Business Manager, Wealth (NSW)

If you live in Australia or New Zealand, you've likely heard of AMP. But at a time when society is changing, we are too. We're now a nimbler business with new leadership and thinking.

For us, these are exciting times. There's a real potential for big thinkers to help us redefine what financial services could be. And turn our legacy into something even more positive and powerful for the future.

**Help people create their tomorrow, while you create yours**

We help people with their banking, super, retirement and finances. Through upturns, downturns, recessions, and major life transitions. Every day, we help people see and make more of their financial potential, so that they can create their tomorrow. And we've been doing it for over 170 years.

If we do our job well, we genuinely add to the prosperity of our country and its people.

**How you'll make an impact**

This role is responsible for growing the new independent advisers' funds under administration in AMPs flagship platform & master trust products through new business sales. Success in this role will require disciplined execution of a well-considered business plan that aims at deepening and broadening support from a carefully segmented panel of independent financial advisers and licensees **.**

**Main Focus Areas**:

- Execute product and marketing initiatives to maximise new business opportunities
- Develop and maintain a forecasted sales pipeline of new business opportunity in line with your Wkly/Mthly/Annual Sales to achieve targets
- Engage, qualify, on-board and grow revenue from key advice businesses targets
- Growing our active number of Independent Financial Adviser (IFA) using AMP platforms products
- Maintaining key relationship with activated IFA AR's for a maximum period of 6 months to ensure steady growth of inflows, adviser satisfaction while transitioning the relationship across to the Business Development Manager
- Monitor all new business for a maximum period of six months
- Establish competitor information profiles and share broadly
- Develop a disciplined approach to business sales planning and execution across a segmented panel of advisers to deliver your key financial accountabilities
- Establish and build key licensee relationships in your designated states
- Strong understanding and appreciation of sales frameworks, methodologies and processes to support the Wealth Management focus areas
- Adherence to all sales disciplines including agreed activity management, timeliness of reporting responsibilities, initiative delivery, risk & compliance framework
- Provide thought leadership and adopt an insight led approach to position AMPs solutions and assist advisers in achieving their business objectives
- Understand industry trends and adviser business drivers to help them navigate a fast-changing environment to maximise opportunities and mitigate challenges
- Understand competitor landscape in order to enhance the AMP offering and successfully overcome objections
- Build effective partnerships internally to help create positive customer and adviser experiences
- Willingness to make a positive difference beyond core deliverables by adopting a team first approach
- Ongoing contribution to a high-performance culture through commitment to ongoing improvement, personal development, flexible and adaptive attitude to change, individual & team accountabilities

Day to day responsibilities include;
- Lead the sales effort to grow the opportunities pipeline through developing strong adviser relationships and an understanding of their business objectives
- Align sales activities to the agreed focus areas for AMP Wealth Management
- Personally, responsible for adhering to the risk & compliance framework and to act in the best interest of AMP's customers
- Work closely with team members to ensure quality of approach, consistency of behaviour and key messages to the market.
- Processing of expenses: reconcile corporate AMEX card and reimbursements monthly
- Develop new business leads and progress opportunities from new adviser relationships
- Develop new business leads from relationships with key EFA licensee personnel in your designated state
- up assigned leads through systems such as LinkedIn and other marketing systems
- Maintain comprehensive, accurate, and timely records of adviser relationship activities using appropriate systems
- Provide AMP product and system support to advisers to ensure efficiency, effectiveness and customer satisfaction.
- Work effectively within AMP's shared values and behaviours. Alignment to team and enterprise vision and ability to articulate this in a clear and compelling manner

**What you will bring to the team**

Ideally, you will bring the following experiences to this role:

- 5 years' experience in financial service industry (or related industry)
- RG 146 certification
- Degree or post graduate qualifications in a finance related discipline is highly desirable
- Solutio

  • New Business Manager, Wealth

    2 weeks ago

    Sydney, Australia AMP Limited Full time

    If you live in Australia or New Zealand, you’ve likely heard of AMP. But at a time when society is changing, we are too. We’re now a nimbler business with new leadership and thinking. For us, these are exciting times. There’s a real potential for big thinkers to help us redefine what financial services could be. And turn our legacy into something even...

  • Business Development Manager, Wealth Management

    5 days ago

    Sydney, New South Wales, Australia AMP Full time

    About the RoleThis is a challenging and rewarding opportunity to join AMP as a Business Development Manager, Wealth Management. As a key member of our team, you will be responsible for growing our new independent advisers' funds under administration in our flagship platform and master trust products through new business sales.Main ResponsibilitiesExecute...

  • Wealth Management

    3 months ago

    Sydney, Australia Superior People Recruitment Full time

    We are working with a market leading Wealth Management firm who are seeking driven and motivated Wealth Management individuals to join their growing businesses. - The roles will include the following responsibilities: - Work with the Advisor to collect and analyse financial and investment information in order to provide sound financial and investment advice...

  • Business Development Manager

    5 days ago

    Sydney, New South Wales, Australia AMP - General Full time

    About the RoleThis is an exciting opportunity to join AMP - General as a Business Development Manager - Wealth. As a key member of our team, you will be responsible for growing the new independent advisers' funds under administration in AMP's flagship platform & master trust products through new business sales.Main ResponsibilitiesExecute product and...

  • Business Manager, Wealth Management

    4 months ago

    Sydney, Australia Credit Suisse Full time

    Wealth Management / Wealth & Financial Planning English **We Offer** - Minimum three years of relevant experience - Degree qualification ideally in business/economics/technology - Ability to communicate effectively with senior stakeholders and excellent interpersonal skills - High client service orientation - Ability to excel in an exciting and busy...

  • Business Development Manager, Wealth

    5 days ago

    Sydney, New South Wales, Australia AMP Full time

    About the RoleThis is an exciting opportunity to join AMP as a Business Development Manager, Wealth, where you will play a key role in growing our new independent advisers' funds under administration in our flagship platform and master trust products through new business sales.Main ResponsibilitiesExecute product and marketing initiatives to maximize new...

  • Wealth Management Assistant

    5 days ago

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

    Job SummaryAnton Murray Consulting is seeking a highly skilled and experienced Wealth Management Assistant to join our team. As a key member of our Private Wealth Management team, you will be responsible for providing exceptional support to our Private Client Advisors and their clients in a fast-paced and dynamic environment.Key ResponsibilitiesClient...

  • Business Development Manager, Wealth Management

    1 day ago

    Sydney, New South Wales, Australia AMP - General Full time

    About the RoleThis is an exciting opportunity to join AMP - General as a Business Development Manager, Wealth Management. As a key member of our team, you will be responsible for growing the new independent advisers' funds under administration in AMP's flagship platform & master trust products through new business sales.Main ResponsibilitiesExecute product...

  • Chief of Staff, Wealth Management

    3 months ago

    Sydney, Australia Credit Suisse Full time

    **Your field of responsibility** Credit Suisse Wealth Management Australia & New Zealand (ANZ) is seeking a Chief of Staff (CoS) who can autonomously execute and operate in a dynamic, fast paced environment. This will be a key role in shaping and executing the long-term strategy of the local wealth management business. The CoS is a strategic, tactical, and...

  • Wealth Management Compliance Officer

    3 months ago

    Sydney, Australia UBS Full time

    Australia - Compliance - Group Functions **Job Reference #** - 291530BR **City** - Sydney **Job Type** - Full Time **Your role** - Do you have a minimum 3 years of experience in providing compliance or risk advisory services within a private banking or wealth management environment? Do you enjoy advising and supporting front office colleagues to ensure...

  • Business Development Manager

    8 hours ago

    Sydney, New South Wales, Australia Pitcher Partners Full time

    About the RolePitcher Partners is a leading professional services firm that provides expert advice to high net worth individuals and families. We are seeking an experienced Business Development Manager to join our Private Wealth Advisory team.Key ResponsibilitiesDevelop and maintain strong relationships with clients and stakeholdersIdentify and pursue new...

  • Wealth Manager

    3 months ago

    Sydney, Australia Independent Resourcing Consultancy Ltd Full time

    Wealth Manager - Sydney This firm is a pioneering, independent financial advisory consultancy, unwavering in its dedication to safeguarding the financial futures of its clients. Established by UK-qualified financial advisers, the company distinguishes itself with its vibrant energy and innovative approach, setting it apart in the competitive offshore...

  • Operational Risk Manager

    9 hours ago

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

    Job SummaryWe are seeking an experienced Operational Risk Manager to join our Wealth Management team on a 12-month contract basis. As a key member of our Operational Risk division, you will be responsible for overseeing, monitoring, and analyzing operational risks across our Australian Wealth Management business.Key ResponsibilitiesDevelop and maintain...

  • Private Wealth Manager

    3 days ago

    Sydney, New South Wales, Australia Commonwealth Bank Full time

    About Commonwealth PrivateWe are a leading provider of personal banking and wealth management services to high-net-worth individuals. Our team of experienced professionals is dedicated to delivering outstanding service and tailored advice to help our clients achieve their financial goals.Our VisionWe strive to be the private bank of choice for successful...

  • Associate, Perpetual Wealth Management

    3 weeks ago

    Sydney, Australia Perpetual Limited Full time

    More time off for the things that matter - Up to 6 weeks’ leave - Work where we work best - Hybrid office/work-from-home environment - Be an active contributor for your team and engage with clients while you gain experience About the business/role As an Assoicate the role is focused on providing ongoing client service and high-quality support to...

  • Head of Compliance

    3 months ago

    Sydney, Australia OCG Talent Full time

    Look after retail and wholesale advisory business. - Permanent, Sydney or Melbourne based role. - Be part of a market-leading wealth management business. Our client is a boutique wealth management organisation providing advanced research, innovation, personalised service, and tailored solutions that are focused on creating and preserving wealth to retail,...

  • Tribe Lead, Wealth

    3 months ago

    Sydney, Australia ING Full time

    At ING we value your unique voice and perspective, which is why we're counting on you to help us become even better. Join our team and build an exceptional experience for yourself while making a difference in our customers' lives. We’re looking for an experienced **Tribe Lead Wealth** to join the **Retail Banking Leadership** **Team**, focusing...

  • Wealth Management

    3 months ago

    Sydney, Australia Anton Murray Consulting Full time

    SydneyWealth ManagementContract or TemporaryOur client is a Tier 1 Private Wealth Manager seeking a Desk Assistant to join their team for an initial 12-month contract.Our client provides a full brokerage service to individual clients investing in both domestic and international equities, and wealth management services including financial planning, margin...

  • Wealth Management Professional

    1 day ago

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

    Job DescriptionJob Title: Wealth Management ProfessionalCompany: Anton Murray ConsultingLocation: SydneyJob Type: PermanentAbout the Company: Our client is a leading Australian financial services company that provides a full range of brokerage and wealth management services to individual clients.About the Role:Key Responsibilities:Assist financial advisors...

  • Wealth Management Business Analyst

    4 days ago

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

    Job SummaryA leading global financial institution is seeking an experienced Business Analyst to join their Project Management Team within their Wealth Management division. The ideal candidate will have a strong background in project management and/or product development, with a proven track record of delivering solutions that meet business objectives.Key...