Key Account Associate

1 week ago

Sydney, Australia Profusion Group Full time

Global Investment House
- Excellent opportunity to learn from a great manager
- c. $100-120k package plus bonus

**Client Overview**
Backed by a significant Global Investment Manager (>$500bn FUM), they are an evolving and highly successful Investment House with major growth plans for Australia.

Since launching in Australia, they have made a huge impact and are building out their distribution platform through retail/wholesale channels.

They have a top-tier brand and reputation and have invested heavily in the to bring on individuals of the highest quality.

**Role Overview**
Reporting to the Head of Key Accounts, this exciting role is responsible for day to day support managing key accounts, platforms and research houses. The role will support the Key Account Manager by managing the day to day administration of sales efforts into Research Houses, Licensees and Platforms, which will drive sales and improve Key Account Relationships.
- Work with the Key Account team to drive sales
- Assist the Key Account team in implementing and driving fund approvals and model portfolios via the completion of RFPs and pitch books
- Provide a high level of service to key account clients
- Assist adviser sales team when required
- Work with the Event’s team to deliver events, such as conferences and PD Days
- Manage campaigns to key account clients after the events to maximise lead generation
- Assist in the preparation for product meetings and model portfolio pitches

**Skills & Experience**
- Up to 4 years financial markets/services experience experience
- Excellent knowledge of the wealth management and funds management industry
- Work autonomously and prioritise tasks
- Strong time management skills
- Strong process management skills
- Excellent written and oral communications skills
- Strong problem-solving and trouble shooting skills

**What’s on Offer**

Surrounded and supported by experienced professionals who enjoy a workplace driven by success and growth, you will be given an opportunity to build a prosperous and rewarding long term career.

If you believe that you meet the selection criteria and believe that this is the right opportunity for you, then

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