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Business Development Associate

4 months ago

Sydney, Australia Profusion Group Full time

Excellent entry point to financial distribution
- Sydney CBD based
- Competetive salary for those looking at entrying platform

Our client is an Australian based firm with an international presence accross North America and Asia. Their funds under advice total approximately 75 billion and have been a household name since their founding. They are ASX listed and have provided financial advisory services to private, institutional and corporate clients.

We are seeking a talented and experienced Business development associate to join our team. As a BDA, you will be responsible for supporting the head of wholesale by developing relationships with various accounts to drive revenue growth and ensure their ongoing success on our platform.

**Responsibilities**:

- Handling high level queries, develop and maintain key relationships with intermediary clients; from Financial Planners to Institutional clients.
- Managing client onboarding and proactively seek out operational solutions in support of advisors and their clients, from trading requirements to settlement follow ups, handling placements and sales support.
- Collaborate with internal teams to ensure execution of key account strategies
- Providing trading support and taking order instructions while building an understanding of ASX operating and trading rules

Qualifications:

- Excellent interpersonal and communication skills, with the ability to communicate effectively with a wide range of stakeholders and customers
- A passion for relationship management and demonstrate strong client presentation skills
- A willing attitude to learn and motivation for results
- A good understanding of the financial product landscape in Australia including financial planning, stockbroking and managed accounts.