Investment Specialist

2 weeks ago

Sydney, New South Wales, Australia Capital Executive Search Full time $90,000 - $120,000 per year

Our client is a leading equities manager with over $6 billion under management. We are currently seeking a junior to mid-level Business Development Manager to target private wealth advisers, IFAs and brokers. This will be a national position requiring a moderate level of travel.

Key responsibilities will include:

  • Identifying and pursuing business opportunities within the target channels, fostering long-term relationships with key stakeholders.
  • Providing tailored investment solutions and superior service to meet the sophisticated needs of retail/wholesale brokers and advisers.
  • Collaborating closely with our investment team to articulate investment strategies and value propositions effectively.
  • Conducting regular client meetings, presentations, and seminars to educate and advise clients on our client's offering.
  • Ongoing monitoring of market trends and competitor activities to identify potential opportunities.
  • Assisting with the management of national roadshows, industry convention engagement or similar events.

Key Attributes/Qualifications

  • 3-5+ years in funds management distribution or a similar sales role (e.g. platforms), with a track record of successfully meeting targets.
  • Exceptional communication and presentation skills, with the ability to articulate complex investment concepts clearly and effectively.
  • Strategic thinker with a proactive approach to business development and client relationship management.
  • Sound understanding of investment products and financial markets.
  • Bachelor's degree in finance, economics, or a related field. Relevant Master's, CFA, CAIA, or CIMA preferred.

If you excel in achieving outstanding client outcomes and thrive in a results-driven culture, we welcome your application.

  • Senior Investment Specialist

    4 weeks ago

    Sydney, New South Wales, Australia Jobs via eFinancialCareers Full time

    Join to apply for the Senior Investment Specialist role at Jobs via eFinancialCareers1 day ago Be among the first 25 applicantsJoin to apply for the Senior Investment Specialist role at Jobs via eFinancialCareersSenior Investment Officer (Transport) The Asian Infrastructure Investment Bank (AIIB) is a multilateral development bank whose mission is Financing...

  • Senior Investment Specialist

    4 weeks ago

    Sydney, New South Wales, Australia Jobs via eFinancialCareers Full time

    Join to apply for the Senior Investment Specialist role at Jobs via eFinancialCareers1 day ago Be among the first 25 applicantsJoin to apply for the Senior Investment Specialist role at Jobs via eFinancialCareersSenior Investment Officer (Transport) The Asian Infrastructure Investment Bank (AIIB) is a multilateral development bank whose mission is Financing...

  • Multi-Asset Investment Specialist

    4 weeks ago

    Sydney, New South Wales, Australia Colonial First State Full time

    Join to apply for the Multi-Asset Investment Specialist role at Colonial First StateGet AI-powered advice on this job and more exclusive features.Continue with Google Continue with GoogleContinue with Google Continue with GoogleContinue with Google Continue with GoogleJob DescriptionAre you ready to be part of an organisation that values expertise, passion...

  • Multi-Asset Investment Specialist

    4 weeks ago

    Sydney, New South Wales, Australia Colonial First State Full time

    Join to apply for the Multi-Asset Investment Specialist role at Colonial First StateGet AI-powered advice on this job and more exclusive features.Continue with Google Continue with GoogleContinue with Google Continue with GoogleContinue with Google Continue with GoogleJob DescriptionAre you ready to be part of an organisation that values expertise, passion...

  • Multi-Asset Investment Specialist

    2 weeks ago

    Sydney, New South Wales, Australia Colonial First State Full time $120,000 - $180,000 per year

    Are you ready to be part of an organisation that values expertise, passion and diversity? At CFS we know that the foundation of our success lies in our exceptional people. We believe in celebrating individuality, have a passion for high performance and creating an environment where you can unleash your full potential. Our people enable us to make a...

  • Investment Manager

    4 weeks ago

    Sydney, New South Wales, Australia Searchability® Full time

    Investment ManagerWe're on the hunt for an experienced and commercially savvy Investment Manager to join a growing agency, working on one of their flagship client accounts. This role will see you lead the planning, negotiation, and buying of OOH, TV and Radio campaigns, ensuring every investment drives measurable value and impact. With a strong emphasis on...

  • Investment Manager

    4 weeks ago

    Sydney, New South Wales, Australia Searchability® Full time

    Investment ManagerWe're on the hunt for an experienced and commercially savvy Investment Manager to join a growing agency, working on one of their flagship client accounts. This role will see you lead the planning, negotiation, and buying of OOH, TV and Radio campaigns, ensuring every investment drives measurable value and impact. With a strong emphasis on...

  • Senior Business Development Manager

    2 weeks ago

    Sydney, New South Wales, Australia Ausbil Investment Management Limited Full time $120,000 - $180,000 per year

    About UsAusbil Investment Management, based in Sydney, is one of Australia's leading specialist Australian and global investment managers. Established in 1997, we are a strategic partnership between members of the investment/management team of Ausbil and New York Life Investment Management. Our clients include industry superannuation funds, investment...

  • Manager, Investment Accounting

    2 days ago

    Sydney, New South Wales, Australia IFM Investors Full time $120,000 - $180,000 per year

    About UsJOB DESCRIPTIONIFM Investors is a private markets manager, with a focus on infrastructure and capabilities in unlisted and listed equity, private equity and debt We invest on behalf of 762 institutional investors globally – who collectively manage the retirement savings of more than 120+ million people around the world (at 31 March We have 230+...

  • Investment Associate – Real Assets PE

    2 weeks ago

    Sydney, New South Wales, Australia Redpath Partners Full time $90,000 - $120,000 per year

    Investment Associate – Real AssetsWe're seeking anInvestment Associateto join an APAC high-performing real assets PE focused on Sustainable Communities & Infrastructure across Asia Pac with a particular focus on Japan, Australia and India and New Zealand. mandate spanning:Logistics WarehousingLand lease communitiesDigital InfrastructureProperty...