Key Account Manager, Private Wealth

1 week ago

Sydney, Australia Perpetual Limited Full time

The role of Key Account Manager, Private Wealth is focused on the development and execution of strategies to engage with the Private Wealth channel to develop new business opportunities and retain existing relationships within our business.

Sounds interesting? Here are some specifics about the opportunity:

- Responsible for a portion of net flows in the Private Wealth market
- Collaborate with the Head of Private Wealth, Head of Strategic Accounts and Head of Asset Consultants to raise money in your channel
- Source leads and new business in target market maintaining a well-balanced and detailed pipeline of opportunities large enough to deliver our net flow objectives
- Grow Perpetual’s business in net flow/revenue terms across our priority funds
- Drive leads and insights from centres of influence and other market participants
- Document and work a strategic annual plan tailored to your target area, with appropriate documentation outlining key clients, opportunities/risk, bottom-up build and stakeholders maps
- Active input to the sales team meetings and forums to come up with ideas, insights and input to help the team meet our net flow objectives
- Responsible for the identification and end to end relationship management and business development within your channel
- Support the process in building support for fund ratings, platform additions and model additions Maintain and manage CRM notes, activity and pipeline

To be considered for this opportunity, your qualifications, skills and experience could include:

- Relevant tertiary or industry qualifications (FINSIA, DFP)
- Degree qualification desirable
- CIMA or equivalent strongly preferred
- Minimum 3 years relevant experience
- Sound understanding of Funds management industry including investment management
- Strong technical investment/market knowledge across multiple asset classes
- Ability to drive technical investment interaction to enhance sales opportunities

Our opportunity We’d love to learn more about how your interests and experience could be a fit. Here at Perpetual, we are committed to supporting a flexible working environment enabling you to work how and where you work best. Our benefits
- Two weeks additional paid leave for Well-being & Community Leave
- Market competitive Parental Leave
- Access to our Well-being Benefits and Perpetual Discounts providing discounts and special offers on entertainment, clothing, homeware, gift cards, technology, travel, dining and more

Why join us? You'll be joining a growing client-focused and collaborative global team with a values and purpose-driven culture. Each and every day our people bring to life our enterprise behaviours - Stretch, Own It, and Make an Impact. We value Diversity and Inclusion and know that the unique backgrounds, experiences, and perspectives of our people contribute immensely to the delivery of our purpose and strategy. We’re living this commitment as a WGEA Employer of Choice for Gender Equality and have a growing number of employee-led networks to raise awareness and promote Diversity and Inclusion at Perpetual. We are extremely proud to work directly with over 23 Aboriginal language groups in various communities across Australia and we pay our respects to all Aboriginal and Torres Strait Islander People: and to their Elders past and present. Aboriginal and Torres Strait Islander People are strongly encouraged to apply.

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