
Associate Relationship Manager
2 days ago
About This Role
BlackRock is one of the world's preeminent asset management firms and a best-in-class provider of global investment management, risk management and advisory services to institutional, intermediary and individual investors around the world. BlackRock offers a range of solutions — from detailed fundamental and quantitative active management approaches sought at improving outperformance to highly efficient indexing strategies designed to gain broad exposure to the world's capital markets. Our clients can access our investment solutions through a variety of product structures, including individual and institutional separate accounts, mutual funds and other pooled investment vehicles, and the industry-leading iShares ETFs.
Role Description
Our Australian wealth team establishes relationships with advisers, wealth management firms and platforms to distribute a full suite of services across the BlackRock platform, including public and private market Investment capabilities across index and active solutions, adviser and market insights, and technology.
This Sales Associate role covers wealth clients for BlackRock Australia. Reporting to the Victorian State Manager for adviser distribution, the role requires supporting the execution of our business plan to drive BlackRock products and solutions to Financial Advisers across their appointed regions and client segments/panels. The Sales Associate will maintain a high level of client connectivity and represent the most comprehensive investment offering in the industry.
The Sales Associate will develop and nurture relationships with existing clients and prospects in relevant region/panel. They will market a full range of investment options including traditional long-only strategies, alternatives, ETFs, and multi-asset solutions. The role, in combination with the team members, will be accountable for the financial results of an assigned book of business. Additionally, the individual will deliver best in class thought leadership, and investment solutions to prospects and clients to maintain and grow our share of wallet.
Responsibilities
- Work with the Australian Wealth team to develop and execute a detailed sales strategy with a focus on promoting the benefits and extending the usage of our products and solutions.
- Identify opportunities to grow the business in the Wealth Advisory segment by developing and maintaining activity plans and ensuring a strategic approach to client engagement.
- Proactively deliver relevant content and product information tied to research, market insights, and ideas to target clients.
- Follow a team-based approach and leverage the Firm's resources at appropriate times in the sales cycle, to broaden and deepen the usage of BlackRock's products and solutions.
- Work with the wider Blackrock Australia teams to identify and target existing and potential clients, as well as across appropriate external networks, such as platforms.
- Understand each client's due diligence process and investment requirements and develop a strategic relationship with relevant gatekeepers through active coverage.
- Represent BlackRock and build a broader understanding of our core products: ETF, index funds, models, and key active funds. This includes supporting educational seminars provided to small and large audiences that may require travel.
- Required to attend industry events, trade shows, conferences, PD days etc. Maintain professional & client focused interactions during, set-up for success in the lead up and post-event follow-up.
- Diligent use of client relationship management tools to record client activity/interaction.
- Drive operational excellence in our new CRM Dynamics. Strive for excellence in the adoption and use champion best practices.
- Administrative tasks: prepare client materials and reports for management, maintain pipeline, and executed trades in CRM, submit expenses etc.
- Responsible to ensure that all regulatory and legal requirements and standards are met.
Qualifications / Experience Required
- Established track record in a relevant role.
- Strong communication and relationship management skills.
- Understanding of product set – listed and unlisted funds, and the competitive landscape.
- Self-motivated individual, with a dedication to excellence.
- Acute attention to detail, highly organised and high-energy self-starting individual
- Multi-tasking optimally and ability to work in a team environment is essential.
- Creative and curious with an interest to grow into a Relationship Manager role.
Our Benefits
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
Our hybrid work model
BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person – aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
About BlackRock
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment – the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn:
BlackRock is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to age, disability, family status, gender identity, race, religion, sex, sexual orientation and other protected attributes at law.
-
Relationship Associate
2 weeks ago
Melbourne, Victoria, Australia Equity Trustees Full time $90,000 - $120,000 per yearAre you ready to take your career to the next level? Are you passionate about providing exceptional support and ensuring smooth client experiences in the financial services industry? If so, we have an incredible opportunity waiting for you at Equity Trustees as a Relationship Associate.At Equity Trustees, we're looking for someone who thrives on delivering...
-
Senior Relationship Associate
2 weeks ago
Melbourne, Victoria, Australia Bendigo Bank Full time $80,000 - $120,000 per yearHelp enable prosperity and sustainability in regional Australian communitiesJoin a team that genuinely cares, values you and is always getting more diverseCountless ways to flex your hours and days to make work work your wayWe've never been 'just a bank'. Just like you should never be 'just an employee'. We're united in our belief that in banking, better can...
-
Senior Relationship Associate
2 weeks ago
Melbourne, Victoria, Australia Bendigo & Adelaide Bank Full time $90,000 - $120,000 per yearHelp enable prosperity and sustainability in regional Australian communitiesJoin a team that genuinely cares, values you and is always getting more diverseCountless ways to flex your hours and days to make work work your wayWe've never been 'just a bank'. Just like you should never be 'just an employee'. We're united in our belief that in banking, better can...
-
Client Relationship Manager/Associate Adviser
2 weeks ago
Melbourne, Victoria, Australia Trilogy Financial Group Full time $40,000 - $60,000 per yearWe are hiring at Trilogy Financial GroupIf you love working as part of a team, having fun and are looking to join a successful group here in Mildura, then this could be for you.Our private wealth management advice firm has delivered 20 years of exceptional service to clients, and has a professional reputation within the community built on trust.The...
-
Manager Family Violence Program
2 weeks ago
Melbourne, Victoria, Australia Relationship Matters Full time $120,000 - $150,000 per yearAbout the roleManager Family Violence Program EFT)$120K – 125K + super + salary packagingHybrid working options, with 2 days in our CBD office and 1 day in WyndhamAccess to regular professional development and training opportunitiesLead a passionate, inclusive and experienced teamAccess to Salary Packaging & Portable Long Service Leave schemeAbout the...
-
Relationship Manager
2 weeks ago
Melbourne, Victoria, Australia Geared Asset Finance Full time $90,000 - $120,000 per yearRelationship Manager – Equipment Finance / Vendor ProgramsLocation: Melbourne / VictoriaEmployment Type: Full-timeSalary: Competitive package + car allowance + performance-based incentivesAbout UsAt Geared Finance we specialise in providing tailored equipment finance solutions that help businesses grow, evolve, and succeed. With a strong network of...
-
Relationship Manager
4 weeks ago
Melbourne, Victoria, Australia BrillianTalent Full timeRelationship Manager - Mandarin SpeakingJoin to apply for the Relationship Manager - Mandarin Speaking role at BrillianTalentRelationship Manager - Mandarin Speaking1 week ago Be among the first 25 applicantsJoin to apply for the Relationship Manager - Mandarin Speaking role at BrillianTalentWork with senior bankers to market the bank's services and grow...
-
Relationship Manager
4 weeks ago
Melbourne, Victoria, Australia Macquarie Bank Limited Full timeRelationship Manager - Property Services, Business BankingOur Property Services Team is a leader in providing banking and financial services to the Australian market. We support owners of commercial and residential real estate agencies, strata management businesses, owners in the built environment, and commercial property owners and investors.At Macquarie,...
-
Relationship Manager
4 weeks ago
Melbourne, Victoria, Australia Iress Full timeJoin to apply for the Relationship Manager role at Iress1 day ago Be among the first 25 applicantsJoin to apply for the Relationship Manager role at IressGet AI-powered advice on this job and more exclusive features.See yourself being part of a large, transformational change? This could be the role for youAt Iress, we make things happenWe believe technology...
-
Relationship Manager
4 weeks ago
Melbourne, Victoria, Australia Iress Full timeJoin to apply for the Relationship Manager role at Iress1 day ago Be among the first 25 applicantsJoin to apply for the Relationship Manager role at IressGet AI-powered advice on this job and more exclusive features.See yourself being part of a large, transformational change? This could be the role for youAt Iress, we make things happenWe believe technology...