05 Aug
|
Trivesta
|
Melbourne
05 Aug
Trivesta
Melbourne
Company Description
Trivesta Group is a fast-growing asset management platform with subsidiaries in Australia, Hong Kong, and Singapore, holding relevant fund management and investment advisory licenses in these markets.
Role Description
Client Coverage & Fundraising
- Build and maintain relationships with institutional investors, private banks, family offices, and HNW/UHNW clients
- Drive asset gathering (AUM growth) through proactive outreach, meetings, and disciplined follow-up
- Maintain a trackable sales pipeline, and provide regular updates on pipeline status, conversion, client feedback, and market intelligence
Product Sales & Investor Education
- Explain product structure, return drivers, key risks, liquidity, and fees in a clear and compliant manner
- Coordinate and enhance investor materials, including pitch decks, DDQs, terms/structures, and roadshow preparation, in collaboration with internal teams
- Support roadshows, conferences, and online investor events across Hong Kong and Singapore
Market & Feedback Loop
- Monitor FX and rates markets and translate market developments into investor-ready messaging
- Collect client feedback and support improvements to product positioning, target segments, and go-to-market strategy
Additional Scope for Senior / Head Hires
- Develop regional distribution strategy, including target client segments and channel planning
- Build, manage, and coach the team; establish distribution processes and performance standards
- Engage key partners and senior stakeholders to support platform growthdelivering consistently strong sales results.
This is a full-time, on-site role located in Melbourne, NSW and Brisbane, Queensland
Requirements
- Relevant experience in asset management distribution, fixed income / FX / structured products / private banking sales, or related fields
- Strong understanding of fixed income markets, FX instruments, and income / yield-enhancement strategies
- Proven ability to originate relationships and convert opportunities into funded allocations
- Solid communication and presentation skills; ability to explain complex strategies simply and accurately in a compliant manner
- High integrity, discretion, and confidentiality mindset
- Bachelor's degree or above (Finance/Economics/Business preferred)
- Existing network across institutional and/or HNW channels in Singapore / Hong Kong / Australia
#J-18808-Ljbffr
📌 Sales / Business Development – Fixed Income Products (Junior / Senior / Head) (Melbourne)
🏢 Trivesta
📍 Melbourne