Job Description

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Our client is a leading equities manager with over $6 billion under management. We are currently seeking a junior to mid-level Business Development Manager to target private wealth advisers, IFAs and brokers. This will be a national position requiring a moderate level of travel.

Responsibilities n

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- Identifying and pursuing business opportunities within the target channels, fostering long-term relationships with key stakeholders.
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- Providing tailored investment solutions and superior service to meet the sophisticated needs of retail/wholesale brokers and advisers.
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- Collaborating closely with our investment team to articulate investment strategies and value propositions effectively.
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- Conducting regular client meetings, presentations, and seminars to educate and advise clients on our client's offering.
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- Ongoing monitoring of market trends and competitor activities to identify potential opportunities.
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- Assisting with the management of national roadshows, industry convention engagement or similar events.
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Key Attributes/Qualifications n

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- 3-5+ years in funds management distribution or a similar sales role (e.g. platforms), with a track record of successfully meeting targets.
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- Exceptional communication and presentation skills, with the ability to articulate complex investment concepts clearly and effectively.
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- Strategic thinker with a proactive approach to business development and client relationship management.
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- Sound understanding of investment products and financial markets.
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- Bachelor’s degree in finance, economics, or a related field. Relevant Master’s, CFA, CAIA, or CIMA preferred.
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Seniority level nn
- Associate
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Employment type nn
- Full-time
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Job function nn
- Business Development
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Industries nn
- Investment Management and Financial Services
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📌 Investment Specialist (Sydney)
🏢 Capital Executive Search
📍 Sydney