Fixed Income Relationship Manager

5 days ago

Perth, Western Australia beBeeFixedIncomeManager Full time $85,000 - $145,000
Job Opportunity

We are seeking a Fixed Income Relationship Manager to join our team. As an Associate, your role will involve managing a book of clients and their fixed income requirements.

You will be responsible for providing exceptional advice and client service to a growing base of predominantly Wholesale Private Clients. This will include relationship management, portfolio construction, and ongoing portfolio management to meet client requirements.

The successful candidate will have experience in sales success in acquiring and growing a client base in private wealth investments, with a proven track record of delivering excellent client outcomes.

Key Responsibilities:

  • Relationship Management: ability to manage a book of clients efficiently and effectively while delivering excellent client service and meeting the investment needs of all clients
  • Portfolio construction and ongoing portfolio management to meet client requirements
  • Prepare trading suggestions or relative value opportunities to deliver performance to meet client requirements
  • Achieve personal sales budgets and contribute to team sales budget with excellent client engagement and productivity

Requirements:

  • Degree in finance, mathematics, or quantitative discipline
  • RG146 Accreditation
  • Experience working with self-managed superannuation funds

About You:

To be considered for this role, you will have experience in sales, trading, or broking in financial markets, ideally in private wealth, with demonstrable success in servicing clients. You will be an energetic, confident, and entrepreneurial business builder who thrives and excels in a competitive industry.

We Offer:

  • Opportunity to work with a leading provider of fixed income investment opportunities
  • Chance to build relationships with a growing base of clients
  • Development opportunities to enhance your skills and expertise

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