Business Development Manager

Bell Financial Group (ASX:BFG); Sydney; Sur place; AUD 90 000 - 150 000; Plein temps

Avantages offerts par ce poste

Professional growth

Collaborative work environment

Respected brand

Résumé du poste

Bell Financial Group is seeking a proactive Business Development Manager to join its Multi Product Sales Team in Sydney. You will provide equities execution, investments, lending and cash services to advisers, positioning you as a strategic partner across Australia.

You’ll identify new business opportunities with financial advisers, maintain a CRM-driven pipeline, and contribute to presentation and marketing materials while delivering outstanding client service.

Qualifications

• Proven ability to identify and develop new business opportunities with a track record of revenue growth.
• Solid understanding of the Australian financial product landscape including Margin Lending and Structured Products.
• Ability to balance growth, regulatory, client service and quality requirements.
• Excellent written and verbal communication with diverse stakeholders.

Responsabilités

• Proactively sourcing and developing new business from internal and external referral networks.
• Maintaining an up-to-date CRM and building a continuous pipeline of prospective clients.
• Assisting with development of presentation and marketing materials for clients and prospects.
• Ensuring consistent client experience through outstanding service.

Connaissances

Self-driven

Interpersonal skills

Analytical skills

New business development

Financial product knowledge

Stakeholder communication

Key client management

Networking in broker/HNW markets

Learning and innovation

RG 146 compliance / qualifications

Formation

RG 146 compliant or relevant qualifications

Outils

CRM system

Description du poste

This exciting role sits inside the Bell Financial Group (ASX:BFG) and works alongside Bell Potter Securities (a market leading stockbroking and financial advisory firm), Desktop Broker and Bell Potter Capital who offer high-quality professional advice to corporate, institutional and private clients across Australia.

We are seeking an active and results driven Business Development Manager to join our Multi Product Sales Team.

In this role, you will provide a comprehensive suite of equities execution, investments, lending, and cash services to investors via their advisers. The extensive range of financial products marketed by this role will allow you to engage in broader, solution-focused discussions with your network, positioning you as a strategic partner who can deliver in multiple ways.

As a Business Development Manager (BDM), you will be responsible for the identification of new business opportunities as well as the management of a portfolio of existing financial advisers.

Reporting to the Group Head of Sales, your responsibilities will include:

• Proactively sourcing and developing new business from internal and external referral networks
• Ensuring current and prospective clients have a consistent experience through the delivery of outstanding service
• Assisting with the development of presentation and marketing materials for existing and potential clients
• Maintaining an up-to-date CRM and building a continuous pipeline of prospective clients

Requirements:

You are a self-managed and solutions orientated individual, with excellent interpersonal skills and proven analytical skills. In addition, to succeed in this role you will have:

• Proven ability to identify and develop new business opportunities with a successful track record in generating revenue growth
• A good understanding of financial product landscape in Australia including Margin Lending/Structured Products
• Proven ability to successfully balance competing requirements (growth, regulatory, client service, quality)
• Excellent oral and written communication skills, with the ability to communicate effectively with a wide range of stakeholders and customers
• Ability to manage key clients with demonstrated relationship success
• A solid network in the broker and HNW advisory markets will be highly advantageous
• A strong desire to learn and innovate and broaden your skill base
• RG 146 compliant and/or relevant tertiary qualifications

What We Offer:

• Opportunities for professional growth and development
• A collaborative and innovative work environment
• A respected and well-known brand within in the market

Please note only successful candidates will be notified.