Investment Bdm

1 day ago

Sydney, Australia Insignia Financial Ltd Full time

Investment BDM - Boutiques & Alternatives (NSW/ACT)

**Location**:SYDNEY, NSW, AU, 2000

**Employment Type**:Permanent Full Time
- Work with our experienced Asset Management Division
- Sydney Location
- Flexible Working - Manage your own time

**The opportunity to join our team**
- Join MLC Asset Management, one of the most trusted and respected names in the industry. With a proud legacy of delivering exceptional outcomes for clients, MLC has built its reputation on integrity, expertise and innovation.
- As part of MLC Asset Management, you’ll have the opportunity to take your career to the next level as an Investment BDM - Boutique & Alternatives (NSW/ACT). You will be responsible for driving the sales and distribution of MLC Asset Management’s investment capabilities to Financial Advisers. This role involves developing and maintaining relationships with key clients, providing them with comprehensive product knowledge and supporting their efforts to offer our capabilities to their clients.
- Your ability to influence, educate, and connect with advisers will be essential in expanding our market presence and achieving sales targets. With our strong foundation and forward-thinking approach, we empower our people to make meaningful contributions and achieve their full potential—giving you the opportunity to truly make an impact in this dynamic role.
- If you’re looking to grow your career with a trusted leader in asset management, MLC Asset Management is the perfect place to make your mark. Join us and become part of a team that’s driving the future of investing.

**Key Responsibilities**:

- Develop and implement sales strategies and effective panel management via 90-day planning process
- Identify and target new business opportunities within the intermediated market
- Build and maintain strong relationships with Clients and their networks
- Conduct regular meetings, presentations, and training sessions for financial advisers
- Develop a deep understanding of MLC Asset Management’s capabilities and their unique selling points
- Effectively communicate the benefits and features of capabilities to financial advisers
- Monitor market trends, competitor activities and industry changes
- Gather feedback from the market, providing insights to the broader business

**What you will bring**:

- Knowledge across distribution with a broad understanding of equities, fixed income and alternative investments
- Previous experience engaging with Financial Planners
- Ability to build relationships at all levels
- Proven track record in driving new business and exceeding KPI’s is highly regarded
- Experience guiding and educating advisers
- RG146 Compliant
- Tertiary qualification is highly regarded

**To Apply**
- Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.

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