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Distribution Associate

2 months ago

Sydney, New South Wales, Australia Platinum Pacific Partners Full time
About the Role

We are seeking a highly motivated and hard-working individual to join our team as a Distribution Associate at Platinum Pacific Partners. As a key member of our sales team, you will play a crucial role in supporting business development initiatives and servicing our existing investor base.

Key Responsibilities
  • Business Development: Assist in the execution of business development strategies to attract new clients and grow existing relationships.
  • Market Research: Conduct market research and analysis to identify potential business opportunities and trends.
  • Presentation and Communication: Prepare and deliver presentations, proposals, and marketing materials to prospective clients.
  • Client Relationship Management: Support the senior business development team in managing client relationships and maintaining regular communication.
  • Event Coordination: Coordinate and attend client meetings, conferences, and industry events to promote our fund.
  • CRM Management: Maintain and update the CRM system with accurate and timely information.
  • Team Collaboration: Collaborate with internal teams, including marketing, investment PMs, and operations, to ensure seamless execution of business development activities.
  • Administrative Support: Provide administrative support, including scheduling meetings, preparing reports, and managing correspondence.
Requirements

The successful candidate will have 2-4 years of previous experience in funds management, or a related financial services industry. We are able to consider profiles from either client service, reporting, or operations. Completed relevant tertiary qualifications and the ability to demonstrate an understanding of investments are essential. Outstanding communication and strong organisational skills are a must, as is the ability to demonstrate a strong work ethic and eagerness to work collaboratively with a great team.

We are looking for a diligent and enthusiastic individual who is willing to learn and take on new challenges. If you are a motivated and results-driven professional with a passion for investment sales, we encourage you to apply for this exciting opportunity.