The client

My client is a specialist funds management group that provides investment advice to wholesale and institutional clients. Fostering innovation and rewarding excellence, the business is currently in a robust position and is looking to appoint a Business Development Specialist in their Melbourne office.

**The role is a rare opportunity to start your career within the front office of a growing financial services firm. They offer first class salaries, an excellent bonus structure and are known for promoting internal growth.

The Role**

- Support the distribution team in addressing client and adviser queries and issue resolution relating to their investment holdings.
- Liaise with Sales, Product and Marketing teams to assist with the development of marketing collateral.
- Support marketing campaigns and client communications and produce reporting and insights on marketing activity.




- Assist in the organisation and delivery of client events, including briefings, conferences and industry functions
- Support post-event reporting and analysis, using your insights to hep shape future campaigns.

The Candidate

- 2+ years experience in funds or wealth management in an operations, adviser support, marketing support or client services role.
- Strong data analysis and reporting capabilities.
- Ability to manage multiple priorities and stakeholders simultaneously.
- Strong communication skills and the ability to explain insights clearly

If you are interested in learning more about this position, please contact Julian Soames at Kaizen Recruitment on [0412 123 682](tel:0412 123 682) or apply via the attached link.

#SCR-julian-soames

📌 Business Development/Sales Support Specialist - Fund Management (Melbourne)
🏢 Kaizen Recruitment
📍 Melbourne