Investment Specialist

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Investment Specialist

Capital Executive Search | Sydney, AU

Posted 2 days ago

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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

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

Key Attributes/Qualifications

  • 3-5+ years in funds management distribution or a similar sales role (e.g. platforms), with a track record of successfully meeting targets.
  • Exceptional communication and presentation skills, with the ability to articulate complex investment concepts clearly and effectively.
  • Strategic thinker with a proactive approach to business development and client relationship management.
  • Sound understanding of investment products and financial markets.
  • Bachelor’s degree in finance, economics, or a related field. Relevant Master’s, CFA, CAIA, or CIMA preferred.

Seniority level

  • Associate

Employment type

  • Full-time

Job function

  • Business Development

Industries

  • Investment Management and Financial Services

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