Asset Management Professional

1 day ago


Sydney, New South Wales, Australia beBeeInvestment Full time $150,000 - $180,000
Job Opportunity

This is an excellent chance to be part of a talented and dynamic team. The successful candidate will develop and implement strategies to drive sales of locally domiciled SPDR ETFs, unlisted managed funds and the State Street ETF model portfolios across our key client segments: Financial Intermediaries including financial advisers, IFAs, brokers, private wealth managers, private banks, family offices and asset managers.

In this role, you will partner with our local marketing and strategy teams to maximise our efforts. This is a great opportunity to operate in a team-friendly environment where you will work collaboratively to promote our range of ETFs and managed funds in Australia.

The team you will be joining is a part of one of the largest asset managers in the world that provides services to the world's governments, institutions and financial intermediaries across the globe. With over four decades of experience and trillions of dollars in assets under management, we offer one of the broadest selections of services across asset classes, risk profiles, regions and styles.

We are pioneers in index, ETF, and ESG investing, always inventing new ways to invest. As an Intermediary Relationship Manager VP II, you will:

  • Develop and execute strategies to drive sales of locally domiciled ETFs, unlisted managed funds and the State Street ETF model portfolios across key client groups within the Financial Intermediaries segment,
  • Build and maintain a book of business with key clients,
  • Identify and anticipate client requirements, expectations and needs,
  • Clearly communicate SPDR ETFs and fund investment ideas and research to clients and prospects,
  • Execute sales campaigns and dynamically involve clients on major initiatives while promoting excellent teamwork and culture at all times,
  • Collaborate with the Product Team to provide input into new product ideas/product enhancements,
  • Partner closely with the marketing team to design, elaborate and execute sales strategies; and
  • Remain abreast of industry and product trends (including competitive analysis) to ensure strong positioning in the Australian market.

To succeed in this role, you will need:

  • A successful Sales track record (ideally with ETFs) and advanced client relationship management skills,
  • Strong knowledge and understanding of portfolio construction and asset allocation including SAA and TAA,
  • Strong business instincts, good judgment and creative mind-set,
  • Demonstrated ability to provide fresh insights and new ways of approaching issues based on past experiences, a global perspective, and well-articulated facts and reasoning,
  • Confirmed dedication to risk, compliance, governance and regulation policies and procedures,
  • Strong analytical skills and ability to prioritise multiple responsibilities to meet deadlines,
  • Ability to build positive relationships with internal and external clients; and
  • Willingness to assume responsibility and take ownership of tasks assigned.

You will have strong client-facing skills with investment experience in the asset management industry, preferably in ETFs, for part or all of your financial services career. You will also have operated at a mid-level in strategic sales, marketing and client relationship management for an extended period of time i.e. 8-10 years plus, and hold current RG146 qualifications.

Why Us?

We offer a collaborative working environment where you can grow professionally and personally. Our company has a strong focus on innovation, diversity and inclusion.

About the Role

This is an exciting opportunity to join our team as an Intermediary Relationship Manager VP II. You will be responsible for developing and executing strategies to drive sales of locally domiciled ETFs, unlisted managed funds and the State Street ETF model portfolios across our key client segments.

What We Offer

We offer a competitive salary package, comprehensive benefits, and opportunities for career growth and development.



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