Job Description
Business Development/Sales Support Specialist - Fund Management
n
The client
n 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.
n
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.
n
The Role
n
n
Support the distribution team in addressing client and adviser queries and issue resolution relating to their investment holdings.
n
Liaise with Sales, Product and Marketing teams to assist with the development of marketing collateral.
n




Support marketing campaigns and client communications and produce reporting and insights on marketing activity.
n
Assist in the organisation and delivery of client events, including briefings, conferences and industry functions
n
Support post-event reporting and analysis, using your insights to help shape future campaigns.
n
n
The Candidate
n
n
2+ years experience in funds or wealth management in an operations, adviser support, marketing support or client services role.
n
Solid data analysis and reporting capabilities.
n
Ability to manage multiple priorities and stakeholders simultaneously.
n
Strong communication skills and the ability to explain insights clearly
n

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