Strategic Accounts Associate

More Time Off for What Matters: Enjoy up to 6 weeks of leave- Flexible Work Environment: Work where we work best - whether in the office or from home- Be part of a supportive and innovative team within Perpetual Asset Management

Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.

A global multi-boutique asset management business offering an extensive range of specialist investment capabilities through seven boutiques and brands in key regions globally. Within Australia, Perpetual and Pendal have a broad range of capabilities across Australian and global equities, credit, fixed income, multi-asset and ESG. We have a growing presence in the US, UK and Europe through our brands Barrow Hanley, Trillium, JO Hambro, Regnan and TSW.

We're looking for a detail-oriented individual to join our Strategic Accounts and Asset Consultant team at Perpetual. 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.

About the Role

Join our dynamic team in Perpetual Group As the Strategic Accounts Associate, you will:
- 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.

About You.

We’re looking for someone with:
- 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.- Strong customer service skills and a solid work ethic.- Keen attention to detail.- Excellent time management capabilities.- Strong written and verbal communication skills.

How we work

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

Employee benefits- 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

Diversity and inclusion- Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy- A growing number of employee-led networks who work to raise awareness and drive continued change We’re committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.