With a multi-asset offering, you will be working with a broad range of investment opportunities include alternative assets, covering off Property, Real Estate, Alternative Credit, AppTech, Private Equity, Venture Capital, Structured Products and more.
Responsibilities
- Building relationships with the aligned channels to build out a business development strategy.
- Pitch new investment opportunities direct to client alongside the aligned channels.
- Work with Existing Investors to present new opportunities directly to them.
- Provide Investment education the aligned divisions to uplift their capabilities, to help generate referrals.
Qualifications
- Prior experience as an Investment professional as an Investment Specialist, Portfolio Manager, Business Development or asset management sales.
- RG146 qualified
- Strong communication and presentation skills
- A passion to talk about investment solutions and tailor your approach to match your audience.
- Previous experience in direct to client or insto.
I will be assessing applications as they come through but please feel free to reach out to me directly for a confidential conversation on 0412 304 710.
