Senior Investment Development Specialist

3 weeks ago


Melbourne, Victoria, Australia Profusion Full time

We are looking for a talented and experienced Senior Investor Relations Associate to join our team at Profusion in Australia.

In this role, you will be responsible for supporting the business development team, including appointment setting and post-meeting fulfilment of materials/information.

You will also assist with pitch materials, preparation of presentation materials and competitor analysis to assist the sales process.

Key Responsibilities:

  • Supporting business development team including appointment setting and post-meeting fulfilment of materials/information
  • Assisting with pitch materials: Preparation of presentation materials and competitor analysis to assist the sales process
  • RFP/DDQ's: Project management of the process for Institutional and Private Wealth channels
  • Database management: Assist sales team with client database management, identify prospects, track contact and sales progress
  • Sales reporting: Assist with production of sales reporting as requested by management
  • Investor Relations: Assist with investor queries and escalate to sales team as appropriate
  • Business Development: Identifying sales opportunities for the team as and when they arise
  • Marketing: Work with the Marketing team on key sales campaigns and follow-up activity including retention activity

Requirements:

  • Prior Investor Relations experience dealing with Financial Advisers or Institutional clients
  • A solid grounding in Funds Management
  • Undergraduate Degree
  • Excellent verbal/written communication skills
  • Client-focused experience in financial services
  • Ability to build strong lasting relationships
  • Strong organisational skills and proactive team member

The estimated salary range for this role is AU$80,000 - AU$110,000 per annum, depending on experience.



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