The Opportunity

Join a highly regarded investment management business with a strong track record of performance and a reputation for investment excellence.

Supporting an experienced private clients leader, you'll play a key role in driving business development initiatives, managing client and prospect activity, and helping deliver exceptional outcomes for clients across the private clients channel.

This is an excellent opportunity for an ambitious individual looking to build a long-term career within funds management distribution, business development and relationship management.

Key Responsibilities

Business Development & Client Support

- Research and identify prospective clients and distribution opportunities
- Maintain accurate client and prospect information within the CRM system
- Assist with managing the sales pipeline and tracking opportunities
- Prepare briefing notes, meeting materials and follow-up actions
- Respond to client and prospect enquiries in a timely and professional manner
- Support client meetings, conferences, roadshows and industry events
- Prepare reporting on pipeline activity, fund flows and market developments

Sales & Marketing Materials

- Coordinate responses to RFPs, RFIs and Due Diligence Questionnaires (DDQs)
- Assist with the preparation of pitch presentations, client proposals and marketing materials
- Work closely with investment, operations,



compliance and legal teams to gather information for client requests
- Ensure client-facing materials remain accurate and up to date

Skills & Experience

- 1-4 years' experience within funds management, wealth management, financial advice, banking, consulting or broader financial services
- Tertiary qualifications in Finance, Economics, Commerce, Business or a related discipline
- Strong written and verbal communication skills with excellent attention to detail
- A proactive and client-focused approach, with the ability to build relationships and manage competing priorities
- An interest in investment markets and a general understanding of asset classes, managed funds and investment products
- Robust Microsoft Excel and PowerPoint skills
- Experience using Salesforce or a similar CRM platform will be viewed favourably
- Progress towards CFA, CAIA or another relevant industry qualification is advantageous but not essential
- A genuine desire to build a long-term career in funds management distribution and business development

Why Apply?

- Join a highly regarded investment manager with a strong performance track record
- Work directly with an experienced distribution leader and industry professionals
- Clear pathway into a future Business Development Manager or Relationship Manager role

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📌 Business Development Associate (Melbourne)
🏢 Kaizen Recruitment
📍 Melbourne