Portfolio Growth Expert

1 week ago

Sydney, New South Wales, Australia beBeeExpertise Full time $120,000 - $180,000

**Job Opportunity:**

We are seeking an accomplished portfolio growth expert to spearhead our dynamic team. As a seasoned professional in sales and client relationship management, you will be responsible for driving business growth by developing and executing strategies to promote investment opportunities.

Key Responsibilities:
  • Develop and execute strategic plans to drive sales across key client groups
  • Build and maintain a portfolio of high-value clients
  • Identify and anticipate client needs, expectations, and requirements
  • Clearly communicate investment ideas and research to clients and prospects
  • Collaborate with the product team to provide input into new product ideas/product enhancements
  • Partner closely with the marketing team to design and execute sales strategies
  • Remain abreast of industry and market trends to ensure strong positioning
Required Skills and Qualifications:
  • Proven track record of success in sales and advanced client relationship management skills
  • Strong knowledge of portfolio construction and asset allocation
  • Strong business acumen, good judgment, and creative mindset
  • Demonstrated ability to provide fresh insights and new approaches
  • Confirmed dedication to risk, compliance, governance, and regulation policies
  • Strong analytical skills and ability to prioritize responsibilities
  • Ability to build positive relationships with internal and external clients
  • Willingness to assume responsibility and ownership
Benefits:

We offer a competitive benefits package, flexible work programs, and development programs to help you reach your full potential.

Our company provides investment servicing, data & analytics, investment research & trading, and investment management to institutional clients.

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