Investment Growth Specialist

3 weeks ago

Sydney, New South Wales, Australia Zenith Investment Partners Full time
## Investment Growth Specialist Role at Zenith Investment Partners

### Key Responsibilities

As an Investment Growth Specialist at Zenith Investment Partners, you will be responsible for developing and maintaining strong working relationships with our existing clients, generating leads and marketing to our prospect database. Your key responsibilities will include:

* Achieving personal and business budget outcomes through new sales initiation and conversion, as well as supporting client retention for Zenith, Chant West, and FE fundinfo's range of investment and super research solutions and relevant digital tools.
* Collaborating across the group, representing the client perspective in group initiatives, and sourcing, qualifying, and supporting conversion of client leads for others.
* Working closely with other stakeholders in the office to identify new business product and service opportunities from existing and new accounts through accurate sales planning.
* Maintaining all client records and personal sales opportunities via the group's CRM.

### Requirements

To be successful in this role, you will need to have a minimum of 5 years of experience in a business development manager role, with strong knowledge in investment management, financial data collection and management, investment structures, and portfolio construction. Ideally, you will have experience within a data analytics, FinTech, investment research, financial planning, or a funds management organization. You must be self-driven, able to work independently, and have excellent written and verbal communication skills. You will need to demonstrate a broad, current, and credible funds management relationship network, as well as platforms, paraplanning, and relevant technology partner groups. A strong reputation as a team player with demonstrable client relationship management skills and proven sales results is also essential.

### What We Offer

As a member of our team, you will be offered a role that is varied in its responsibilities, welcomes initiative and collaboration with other motivated and experienced professionals. You will have the opportunity to make your mark on the success of a fast-paced entrepreneurial company that is growing rapidly internationally. You will be part of a pleasant, ambitious, and professional working climate with good opportunities for further development. Our company is committed to fostering an environment that welcomes individual perspectives, backgrounds, and life experiences. You will be eligible for discretionary bonus and commission, 4 days study leave per annum, $4,000 p.a. study allowance paid for successful completion of approved courses, and a range of wellbeing offerings and discounts on everyday spending.

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