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Sales Fund Manager

2 weeks ago

Melbourne, Victoria, Australia beBeeInvestment Full time $80,000 - $110,000
Job Opportunity:

We are seeking a dynamic Business Development Manager in Capital Funds to work closely with the Managing Director, CFO, Development Director, Marketing, and Developments teams.

Job Summary:

The successful candidate will be responsible for raising, renewing, and managing investor funds. They will also engage with investors through updates and relationship management, innovating ways to engage retail investors, conducting phone and virtual meetings, following up with clients, identifying and meeting prospective retail investors, preparing key documentation and EDMs, and managing critical dates with effective diary management.

Key Responsibilities:
  • Raising, renewing, and managing investor funds
  • Engaging with investors through updates and relationship management
  • Innovating ways to engage retail investors
  • Conducting phone and virtual meetings with investors
  • Following up with clients
  • Identifying and meeting prospective retail investors
  • Preparing key documentation and EDMs
  • Weekly reporting on fund status
  • Managing critical dates with effective diary management
  • Communicating with accounts and development teams
Requirements:
  • Exceptional phone and communication skills
  • Expertise in client relationships and sales familiarity
  • Intermediate to advanced proficiency in Microsoft Office, especially Outlook, Word, Excel
  • Comfortable following up with clients and communicating investment opportunities and structures
  • Ability to build relationships with clients and internal departments
Benefits:
  • Competitive Salary: Base pay plus commission for earning potential
  • Industry Exposure: Opportunities to learn about development, sales, and mortgage broking
  • Travel: Occasional travel between offices
  • Impactful Role: Contribute to retail investors' financial growth