Business Development Associate / Sales Support - Fund Management

Kaizen Recruitment; Melbourne; On-site; AUD 70,000 - 90,000; Full time

Job summary

Kaizen Recruitment is helping a specialist funds management group in Melbourne attract a Business Development Associate / Sales Support professional to join their front office.

The role offers exposure to client and adviser queries, collaboration with Sales, Product and Marketing teams, and the development of marketing collateral. This position emphasizes data-driven insights and delivering impactful client events in a growing financial services environment.

Qualifications

• 2+ years experience in funds or wealth management in an operations, adviser support, marketing support or client services role.
• Strong data analysis and reporting capabilities.
• Ability to manage multiple priorities and stakeholders simultaneously.
• Strong communication skills and the ability to explain insights clearly.

Responsibilities

• Support the distribution team in addressing client and adviser queries and issue resolution relating to their investment holdings.
• Liaise with Sales, Product and Marketing teams to assist with the development of marketing collateral.
• Support marketing campaigns and client communications and produce reporting and insights on marketing activity.
• Assist in the organisation and delivery of client events, including briefings, conferences and industry functions.
• Support post-event reporting and analysis, using your insights to help shape future campaigns.

Skills

Data analysis

Reporting

Stakeholder management

Communication

Job description

Business Development Associate / Sales Support - Fund Management

The client My client is a specialist funds management group that providesinvestment advice to wholesale and institutional clients. Fostering innovation and rewarding excellence, the business is currently in a strong position and is looking to appoint a Business Development Specialist in their Melbourne office.

The role is a rare opportunity to start your career within the front office of a growing financial services firm. They offer first class salaries, an excellent bonus structure and are known for promoting internal growth.

The Role

• Support the distribution team in addressing client and adviser queries and issue resolution relating to their investment holdings.
• Liaise with Sales, Product and Marketing teams to assist with the development of marketing collateral.
• Support marketing campaigns and client communications and produce reporting and insights on marketing activity.
• Assist in the organisation and delivery of client events, including briefings, conferences and industry functions
• Support post-event reporting and analysis, using your insights to help shape future campaigns.

The Candidate

• 2+ years experience in funds or wealth management in an operations, adviser support, marketing support or client services role.
• Strong data analysis and reporting capabilities.
• Ability to manage multiple priorities and stakeholders simultaneously.
• Strong communication skills and the ability to explain insights clearly