Portfolio Development Manager

2 days ago

Sydney, New South Wales, Australia beBeeInvestment Full time $160,000 - $200,000
Job Title: Portfolio Development Manager

Develop and execute strategies to drive sales of locally domiciled investment portfolios across key client groups within the financial services industry.

Key Responsibilities:
  • Design and implement investment strategies to drive sales growth.
  • Build and maintain a portfolio of clients with strong relationships.
  • Identify and anticipate client requirements, expectations, and needs.
  • Clearly communicate investment ideas and research to clients and prospects.
  • Execute sales campaigns and collaborate with cross-functional teams to promote products.
  • Partner with product development teams to provide input on new product ideas.
  • Remain abreast of industry trends and competitor analysis to ensure strong market positioning.
Required Skills and Qualifications:
  • Proven sales track record and advanced client relationship management skills.
  • Strong knowledge of portfolio construction and asset allocation principles.
  • Strong business instincts, good judgment, and creative problem-solving skills.
  • Demonstrated ability to provide fresh insights and new approaches to complex issues.
  • Confirmed commitment to risk management, compliance, and governance policies.
  • Strong analytical skills and ability to prioritize multiple responsibilities.
  • Ability to build positive relationships with internal and external clients.

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