Portfolio Development Manager

2 weeks ago

Sydney, New South Wales, Australia Bebeeinvestment Full time

Job Title: Portfolio Development Manager
Develop and execute strategies to drive sales of locally domiciled investment portfolios across key client groups within the financial services industry.
Key Responsibilities:
Design and implement investment strategies to drive sales growth.
Build and maintain a portfolio of clients with strong relationships.
Identify and anticipate client requirements, expectations, and needs.
Clearly communicate investment ideas and research to clients and prospects.
Execute sales campaigns and collaborate with cross-functional teams to promote products.
Partner with product development teams to provide input on new product ideas.
Remain abreast of industry trends and competitor analysis to ensure strong market positioning.
Required Skills and Qualifications:
Proven sales track record and advanced client relationship management skills.
Strong knowledge of portfolio construction and asset allocation principles.
Strong business instincts, good judgment, and creative problem-solving skills.
Demonstrated ability to provide fresh insights and new approaches to complex issues.
Confirmed commitment to risk management, compliance, and governance policies.
Strong analytical skills and ability to prioritize multiple responsibilities.
Ability to build positive relationships with internal and external clients.

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