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Asset Management Professional

2 weeks ago

Melbourne, Victoria, Australia beBeeInvestment Full time $120,000 - $180,000

Unlock a challenging and exciting career opportunity as a Client Advisor in Asset Management.

As a key member of our team, you will play a critical role in developing and executing our sales strategy to a broad range of clients. You will be responsible for identifying opportunities, engaging key decision makers, and positioning our investment solutions as their preferred business partner.

The ideal candidate will have a strong passion for building relationships with financial advisers and a successful track record in sales-related experience in the Australian market. Achieving new funds flow sales targets for assigned financial adviser accounts will be critical to success.

Key responsibilities include:

  • Developing and executing sales strategies across managed funds and/or ETFs
  • Building and maintaining strong relationships with financial advisers and other stakeholders
  • Providing exceptional customer service and support to ensure client satisfaction
  • Identifying opportunities for growth and development within existing and new markets

The required qualifications, capabilities, and skills include:

  • Tertiary qualification in Economics, Finance, or other related discipline
  • Proven track record in business development in retail funds management
  • Minimum of 3 years prior experience in similar client-facing roles
  • Demonstrated passion for developing and nurturing client relationships
  • Demonstrated expertise in investment strategies across various asset classes
  • Strong understanding of the financial planning industry
  • Self-motivated, able to multi-task, and take initiative; well-organized, detail-oriented, and adaptable to change
  • Exceptional negotiation, influence, and persuasive skills
  • Excellent written and oral communication skills, as well as presentation skills