Business Development Manager - Asset Management

La Trobe Financial; Sydney; On-site; AUD 100,000 - 140,000; Full time

Benefits offered by this job

Paid day off for birthdays

Paid volunteer days

Purchase additional annual leave

18 weeks paid parental leave

Free membership to Taronga Zoo and Collingwood Football Club

Access to Employee Assistance Program

Ongoing training and development opportunities

Team events and celebrations

Discounts through Reward Gateway

Job summary

A leading financial institution in Sydney is looking for a Business Development Manager in Asset Management. The role involves building and maintaining relationships with Financial Advisers, promoting asset management products, and achieving sales targets. Candidates should have over 5 years of sales experience and expertise in investment strategies. A competitive salary is offered along with attractive employee benefits.

Qualifications

• 5+ years of sales experience in asset management or financial planning.
• Expertise in investment strategies across asset classes.
• Proven track record in business development.

Responsibilities

• Maintain and grow commercial relationships with Financial Advisers.
• Promote the asset management product suite.
• Achieve sales targets and manage key financial planning group relationships.

Skills

Sales experience

Excellent communication skills

Relationship management

Understanding of investment strategies

Education

Tertiary qualification in relevant discipline

Job description

Business Development Manager - Asset Management

Business Development Manager - Asset Management

Direct message the job poster from La Trobe Financial

Australia's premier Alternative Asset Manager since 1952. Our culture combined with our commitment to service and our customers has seen La Trobe Financial grow to over $20 billion Assets Under Management and over 550 employees deployed across Melbourne and Sydney. For over 70 years, we have been trusted to deliver market leading returns and to provide financial solutions that make dreams into reality.

The Opportunity

As part of our Asset Management Division of La Trobe Financial, your primary responsibility will be to maintain and grow our commercial relationships with Financial Advisers across New South Wales. This extends to supporting existing strategies and the successful launch of new products to the market. You will represent La Trobe Financial in a professional, friendly manner and demonstrate our corporate values.

Key Responsibilities

• Responsible for outbound communication with Financial Advisers to arrange appointments/follow up meetings
• Promote La Trobe Financial's full asset management product suite - supporting existing strategies and the launch of future strategies
• Activating leads to Financial Advisers, Dealer Groups and Platforms
• Achieving sales targets, generating activity and managing relationships with key financial planning groups
• Plan and implement a successful strategy to achieve sales targets, generate activity, partner with internal stakeholders, and manage relationships across clients
• Database management
• Weekly Reporting to Head of Distribution
• Effectively and regularly communicate with Financial Advisers, Dealer Group & Platform Representatives
• Travel as required for client business, divisional workshops, presentations, PD days and conferences etc
• Represent La Trobe Financial in a professional manner and demonstrate La Trobe Financial’s corporate values at all times

About You

• Tertiary qualification in a relevant discipline, preferably business, commerce or finance.
• 5+ years sales experience in asset management, financial planning industry or similar field
• Expertise in investment strategies across asset classes, including private markets
• Proven track record in business development;
• Excellent communication, interpersonal and relationship management skills

Employee Benefits

We’re all about balance – delivering great work and enjoying the journey. Alongside a competitive salary, here are some perks that make working here even better:

• Celebrate your birthday – with a paid day off, just for you!
• Give back – with paid volunteer days to support causes you care about;
• More time for you – purchase additional annual leave when you need it;
• Support for families – 18 weeks paid primary carer parental leave plus superannuation contributions;
• Wild perks – free annual membership to Taronga Zoo and Collingwood Football Club!
• Wellbeing first – access to our Employee Assistance Program (EAP);
• Keep growing – with ongoing training and development opportunities;
• Unforgettable socials – from team events to celebrations you’ll actually want to attend! and
• Retail therapy – enjoy discounts through Reward Gateway.

Please note, only shortlisted candidates will be contacted.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

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