- Front office position
- Newly created role in a high performing Fund Manager
- Learn from experienced leaders who can help grow your career

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 strong 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 help shape future campaigns.

The Candidate

- 2+ years experience in funds or wealth management in an operations, adviser support, marketing support or client services role.
- Robust 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 or apply via the attached link.

#SCR-julian-soames

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