Business Development Associate - Wealth Management

Ready to turn your Sales and Business Development skills into a career in Wealth Management?

Join one of our Top performing Melbourne teams, where you’ll help drive new business, build valuable client relationships and create a pathway towards becoming a Financial Adviser.

Ready to turn your Sales and Business Development skills into a career in Wealth Management?

Join one of our Top performing Melbourne teams, where you’ll help drive new business, build valuable client relationships and create a pathway towards becoming a Financial Adviser.

ABOUT US

deVere Australia is part of the deVere Group, a global financial advisory organisation supporting more than 100,000 clients across 100+ countries, with over $14 billion under advice and administration.

We operate in a specialist area of wealth management, helping people in Australia who have previously lived and worked in the UK understand and manage one of their most significant financial assets, their UK pensions as well as other Investment advice.

It’s a niche market, and we are a recognised leader in the space with continued growth in demand for our advice and services.

THE OPPORTUNITY

We are looking for an ambitious, commercially minded and highly organised individual to work directly alongside one of our top Area Managers in Melbourne and play a key role in accelerating the team's growth in 2026 and beyond.

This is not a traditional support role. You'll be actively involved in generating recent business, building referral networks, developing client relationships and helping grow a successful wealth management practice.

For consistent high performers,



there is also the potential to be supported and trained towards becoming a Financial Adviser yourself.

CORE RESPONSIBILITIES

- Identify, engage and develop new prospective clients through targeted outreach and networking.
- Build new referral relationships while leveraging an established network.
- Develop creative lead-generation strategies across digital, social media and traditional channels.
- Book client meetings, manage follow-ups and oversee the onboarding journey.
- Support your adviser with client documentation and ongoing relationship management.
- Help streamline systems and processes to improve efficiency, client experience and conversion.
- Work closely with our administration, compliance and support teams to ensure a seamless client journey.
- Contribute directly to the growth and performance of one of our leading advisory teams.

OUR PERFECT MATCH

- Confident communicating by phone, video and in person.
- Commercially minded, energetic and highly self-motivated.
- Strong relationship-building and networking skills.
- Resourceful, you don't wait to be told where the next opportunity is.
- Comfortable working in a fast paced, performance-driven setting.
- Passionate about winning new business while delivering excellent client service.
- Minimum 1 year of relevant professional experience.

WHY JOIN US?

You’ll work alongside experienced, high-performing professionals in an international financial services business, gaining valuable exposure to wealth management while directly contributing to the growth of the team.

If you're ambitious, commercially sharp and looking for a role where your performance can open the door to a bigger career in financial services, we'd like to hear from you.

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📌 Business Development Associate - Wealth Management (Williamstown)
🏢 deVere Australia Group
📍 Williamstown