Business Development/Sales Support Specialist - Fund Management

The client
My client is a specialist funds management group that providesinvestment 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 chance 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.
- Strong data analysis and reporting capabilities.
- Ability to manage multiple priorities and stakeholders simultaneously.
- Strong communication skills and the ability to explain insights clearly

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