Dynamic Portfolio Growth Strategist

1 day ago

Sydney, New South Wales, Australia Bebeerelationship Full time

Job Title:
Dynamic Portfolio Growth Strategist
Job Description:
We are seeking an accomplished portfolio growth strategist to spearhead our dynamic team. As a seasoned professional in sales and client relationship management, you will be responsible for driving business growth by developing and executing strategies to promote investment opportunities.
Key Responsibilities:
Develop and execute strategic plans to drive sales across key client groups
Build and maintain a portfolio of high-value clients
Identify and anticipate client needs, expectations, and requirements
Clearly communicate investment ideas and research to clients and prospects
Collaborate with the product team to provide input into new product ideas/product enhancements
Partner closely with the marketing team to design and execute sales strategies
Remain abreast of industry and market trends to ensure strong positioning
Required Skills and Qualifications:
What We Value:
Proven track record of success in sales and advanced client relationship management skills
Strong knowledge of portfolio construction and asset allocation
Strong business acumen, good judgment, and creative mindset
Demonstrated ability to provide fresh insights and new approaches
Confirmed dedication to risk, compliance, governance, and regulation policies
Strong analytical skills and ability to prioritize responsibilities
Ability to build positive relationships with internal and external clients
Willingness to assume responsibility and ownership
Benefits:
State Street offers a competitive benefits package, flexible work programs, and development programs to help you reach your full potential.
About Us:
State Street is one of the largest custodian banks, asset managers, and asset intelligence companies in the world. We provide investment servicing, data & analytics, investment research & trading, and investment management to institutional clients.
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