The BDA will be responsible for all existing direct leads and contacts (current investors), coordinating ongoing service initiatives for current investors, both retail and wholesale.
A portion of your role (20%) will be dedicated to supporting the business development team (BDM's) ensuring the firm's investment products are effectively promoted and understood in the market.
Role Responsibilities: Identifying potential clients and investors, including institutional investors, financial advisors, and high-net-worth individuals.Building and maintaining strong relationships with existing clients to ensure their continued satisfaction and loyalty.Supporting the current Business Development Managers.Conducting meetings, presentations, and events to showcase the firm's investment strategies and products.Assisting in the creation of tailored investment proposals and presentations for prospective clients.Preparing regular reports on business development activities, sales performance, and market feedback.Role Requirements: Hold a Commerce/Business/Finance Degree.RG 146 Compliant.Prior work experience in a client-focused role in Financial Services.Aboriginal and Torres Strait Islander Peoples are encouraged to apply.To apply please click apply or call Bianca Loughran on for a confidential discussion.
#J-18808-Ljbffr