Business Development Manager
2 weeks ago
Key Responsibilities:
- Client Acquisition: Proactively identify, target, and engage wholesale investors, HNW individuals, and family offices through networking, referrals, events, and other lead-generation strategies.
- Relationship Management: Build and maintain long-term relationships with clients, acting as their primary point of contact and ensuring exceptional service delivery.
- Product Promotion: Effectively communicate the value proposition of the company's investment products, tailoring presentations to meet the specific needs and objectives of prospective clients.
- Market Research: Stay informed about market trends, competitor offerings, and regulatory changes in Australia's investment landscape to identify opportunities and refine strategies.
- Sales Strategy: Develop and execute a comprehensive business development plan to achieve sales targets and expand the company's client base in Australia.
- Compliance: Ensure all activities adhere to Australian financial regulations, including ASIC guidelines and relevant licensing requirements (e.g., AFSL obligations).
- Collaboration: Work closely with internal teams, including portfolio management, marketing, and compliance, to ensure seamless client onboarding and satisfaction.
- Reporting: Track and report on sales performance, pipeline development, and client feedback to senior management, providing insights to inform business strategy.
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