They are a highly successful Tier 1 investment manager with $3bn+ in FUM. Their strategies are best in class and they attract the markets best talent. Known for their strong investment track record and reputation in the market, they are experiencing significant growth across their funds and are building out their adviser distribution capability. With an agile team and a respected brand, they are well-positioned for continued expansion and are seeking to add a polished, driven and intelligent BDM to their distribution team.
Role Overview
This role offers the opportunity to take ownership of existing IFA relationships while also driving new business across the NSW/QLD market. Success will be measured by the ability to service existing clients at a high level while also developing new adviser and dealer group relationships.
Responsibilities
- Grow and service adviser/dealer group relationships across NSW/QLD
- Deliver on the firm’s distribution strategy (flows, revenue, activity)
- Prospect for new clients while maintaining and growing existing relationships
- Represent the business at adviser events and industry forums
- Provide follow-up and support materials to advisers in a timely manner
- Build knowledge of global markets and contribute to product positioning
- 5-15+ years' experience in distribution. Potentially strong candidates from Private Wealth could be considered.
- Strong interest and understanding of financial markets
- Experience selling investment products or solutions to advisers
- Excellent communication and relationship management skills
- RG146 accreditation (or willingness to complete)
- High levels of motivation and commercial acumen
This is a unique opportunity with a world class investment manager in growth phase. If you have strong client skills and a passion for financial markets, please send your resume directly to Ashton Bilbie using the Apply Now button or call 0425 328 921 for a confidential discussion.
