Business Development Associate

About the role

As a Business Development Associate in the Wholesale Distribution team at First Sentier Group you will provide support to the Business Development Managers (BDM) and Key Account Managers (KAM) nationally.

The Wholesale Distribution team is responsible for the promotion, education, sales and retention of our investment capabilities to Financial Advisors, Dealer Groups, Asset Consultants and Platforms across Australia and New Zealand. The team distributes First Sentier Investors, Igneo, Stewart Investors, RQI and FSSA products.

As part of a global firm, you will have the opportunity to work with and learn from a high performing sales leadership team as well as build upon your investment knowledge. In this fast-paced role you will be exposed to large suite of products across multiple investment teams and all asset classes. You will be part of a collaborative national BDA team which plays an essential role in providing the foundation and support system to the Wholesale Distribution team.

Reporting to the Head of Wholesale Client Services (Australia) your day-to-day will include:

• Build and maintain relationships with BDMs, KAMs, and financial intermediaries to boost sales and revenue.
• Provide operational support on sales/retention campaigns and client communications.
• Support sales campaigns, maintain client panels, and help achieve sales targets.
• Make proactive calls to advisers, capture and share information, and attend adviser events.
• Assist with data management, CRM maintenance, and provide analytics.
• Identify sales opportunities, monitor sales flow, and handle adviser queries.
• Conduct sales analysis, provide regular reports, and support the Sales Team.
• Represent FSI positively at all times.

In this varied role you will have the opportunity to work with a range of internal teams involved in the entire investment process as well as build your experience with clients.

About you

Your experience & skills

• Strong interest in investments and a genuine passion for a career the funds management industry.
• Tertiary qualifications preferably in Commerce/Business/Economics/Accounting.
• Completed RG146 / financial planning qualification or motivated to complete further studies.
• Some sales support/client service/para planning/financial advice experience in the Financial Services industry.
• Excellent communication and interpersonal skills.
• Good knowledge of FSG's funds offered and a willingness to enhance this understanding.

About us

Powering possibilities

At First Sentier Group, we believe it is our responsibility to help clients achieve the financial freedom they desire, unlocking a world of possibilities.

We support our distinct affiliate investment teams to deliver meaningful investment outcomes. By combining their specialist investment knowledge with our global support, we create an innovative and agile operating model designed to effectively respond to our clients' needs.

We pride ourselves on our client-centric approach, ensuring we are all working towards achieving our clients' goals and enhancing their possibilities for the future, while continually striving for better.

Better strategies. Better service. Better possibilities

Our success relies on our ability to deliver outstanding client outcomes, supported by our culture and an efficient, sustainable and scalable business. We are committed to investing in our people to ensure we attract, develop and retain the talent to deliver these outcomes, guided by our vision, purpose and values.

• Care:
  we care about our clients, society and each other.
• Collaboration:
  we collaborate to deliver the best solutions.
• Openness:
  we are open with each other, and to different ways of thinking.
• Dedication:
  we are dedicated to being experts in our respective fields.

Why work with us

Our industry-leading benefits

Working at First Sentier Group gives you access to a growing, values-led organisation with competitive pay and industry-leading benefits including:

• Flexible working and a gender-neutral parental leave programme that provides 26 weeks' paid leave in every region
• Global collaboration, international mobility and the opportunity to build your career in different markets
• Employee-driven charitable foundation allows our people to give back in their local communities through donation-matching and paid volunteering days
• Access to learning and development opportunities including in-house training and external programs

Corporate Sustainability & B Corp

We are committed to ensuring that as a firm, we are contributing to building a sustainable economy and society by improving our environmental, social and governance standards and holding our own business to the same standards that we expect of the companies that we invest our clients' capital in; and by doing so, reinforcing our position as responsible investors. Find out more at this page: Corporate Sustainability

In 2022, First Sentier Group became a globally certified B Corp. B Corp Certification provides a framework that we can use to effectively assess our operations against high standards from an environmental, social and governance point of view, as well as to identify areas where we can enhance and improve. Based on the B Impact Assessment, First Sentier Group earned an overall score of 107.2, as of November, 2022. Find out more at this page: B Corp Certification

Our commitment to Diversity, Equity & Inclusion (DE&I)

At First Sentier Group, we value the different experience, ideas and perspectives that our people bring to the work they do. We are committed to fostering an inclusive and equitable culture where diversity can thrive. We believe this leads to better outcomes for our people and our clients, and it's the right thing to do.

We provide equal employment opportunities to applicants regardless of race, religion, sex, sexual orientation, gender identity or expression, disability, age, family status, or any other category protected by law.

Application & Interview Process

• The format of the interviews will be explained throughout the recruitment process.
• If you require any workplace adjustments throughout the recruitment process or as part of the role, please let us know so we can support you.