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2 weeks ago
Business Development Manager
">Are you a wealth advisor looking for a role focused on acquiring high-net-worth wholesale clients? As a Business Development Manager, you will focus solely on acquiring high-net-worth wholesale clients with provided qualified lead flow and no need for cold calling.
">You will present wealth management solutions to high-net-worth investors with AUD 750k or more to invest. You will report to the General Manager, who will ensure you have the resources you need to succeed. You will be supported by dedicated teams, including groups supporting marketing and portfolio management.
">The Day-to-Day:
">- ">
- Engage with high-net-worth wholesale prospective clients to evaluate their financial goals and provide solutions">
- Educate prospective clients on the variety of wealth management offerings">
- Help qualified wholesale investors become clients">
Qualifications:
">- 5+ years experience selling financial services to private investors qualifying as wholesale clients
">- Clean record with ASIC and APRA
">- Multi-year track record of success acquiring high-net-worth private wholesale clients
">- Experience in high-volume phone activity and in-person meetings
">Benefits:
">- ">
- 100% paid premiums for top-tier supplemental healthcare plan (includes medical, dental, vision) for employees and their qualified dependents">
- Super contributions at the applicable superannuation guarantee percentage specified in superannuation legislation up to the maximum superannuation contribution base">
- 20 days of annual leave, in addition to 10 paid holidays">
- Employee Assistance Program and other emotional wellbeing services">
- $10,000 fertility, hormonal health and family-forming benefit">
- A collaborative working environment that practices ongoing training, educational support and employee appreciation events">
- Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.">
