Key Account Strategist

5 days ago

Sydney, New South Wales, Australia beBeeOpportunity Full time $60,000 - $90,000

Strategic Accounts Associate

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We are seeking a detail-oriented individual to join our Strategic Accounts and Asset Consultant team. You will provide support to our Strategic Accounts and Asset Consultant team, ensuring we maintain our focus on client relationships and business development within key accounts.

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About the Role:

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  • Handle client requests efficiently, ensuring every interaction is smooth and satisfying.\
  • Drive and manage sales activities within the team, turning opportunities into successes.\
  • Analyse sales information, including funds flow, approved lists, and reports to identify sales opportunities.\
  • Lead the team in coordinating and documenting high-value engagements via Salesforce.\
  • Provide exceptional service to external stakeholders, including advisers, key contacts, and clients, communicating fund performance, stocks, and market economics.\
  • Manage and analyse information to identify sales opportunities and provide detailed analysis on Perpetual products and competitors.\
  • Collaborate with Investment Specialists and Marketing teams to prepare presentations and client-focused content.\
  • Plan and coordinate client functions.\
  • Assist with the completion of Asset Consultant and Strategic Accounts rolling account plans, state-based initiatives within dealer groups, and sponsorship requests.\
  • Develop and implement strategies to drive sales growth and improve customer satisfaction.
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Required Skills and Qualifications:

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  • Proficiency in Microsoft Word, Excel, and PowerPoint.\
  • Relevant tertiary or industry qualifications (e.g., DFP / FINSIA courses).\
  • Currently studying CIMA or an equivalent qualification is a plus.\
  • Proven time management skills.\
  • Exceptional organisational abilities.\
  • Strong customer service skills and a solid work ethic.\
  • Keen attention to detail.\
  • Excellent time management capabilities.\
  • Strong written and verbal communication skills.
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Benefits:

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  • Work from anywhere in Australia for up to one month each year.\
  • An annual allowance to empower you to prioritise your personal wellbeing.\
  • Study support and commitment to supporting professional development.\
  • A competitive salary package.
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Our Unique Culture:

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At Perpetual Group, our unique culture is underpinned by our three organisational behaviours: Stretch, Own it, Make an impact. These behaviours drive our approach to day-to-day interactions with colleagues and clients; the way we approach decision-making to the questions we ask and the problems we solve.

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