Institutional Fundraising & Sales Lead

TRIVESTA SERVICES (AUSTRALIA) PTY LTD; Sydney; Presencial; AUD 150.000 - 210.000; Jornada completa

Descripción de la vacante

Trivesta Group is seeking a Sales / Business Development Manager to build and deepen relationships with institutional investors, family offices, private banks, and UHNW clients from Sydney. You will originate opportunities, manage fundraising cycles, and drive AUM growth across priority markets while shaping distribution strategy and partner collaborations.

The role is full-time, on-site in Sydney, offering exposure to fixed income, FX and structured investment strategies with senior management

Formación

• Approximately 3–5 years of relevant experience in asset management distribution.
• Strong investor network with institutional investors, family offices, private banks, private funds or HNW/UHNW clients.
• Excellent communication, presentation and relationship-management skills.
• Ability to translate complex investment strategies into investor messaging and maintain compliant communications.
• Ability to manage the full fundraising lifecycle independently.

Responsabilidades

• Build and deepen relationships with institutional investors, family offices, private banks, private funds and HNW/UHNW clients.
• Originate new investor relationships and develop a high-quality pipeline of prospective allocations.
• Drive asset gathering and AUM growth through disciplined prospecting, client engagement, meetings and follow-up.
• Manage investor relationships throughout the full fundraising cycle, including due diligence, negotiation, onboarding and funded allocation.
• Maintain a structured and trackable sales pipeline with regular reporting on opportunities and flows.
• Develop client coverage plans across priority markets, investor segments and distribution channels.
• Present Trivesta's investment strategies clearly and credibly, including product structure, investment rationale, return drivers, key risks, liquidity and fees.
• Translate complex fixed income, FX and structured investment strategies into investor messaging.
• Work with internal teams to develop and enhance pitch decks, DDQs, product materials, terms and other investor documentation.
• Lead and support investor meetings, roadshows, conferences and online events.
• Ensure investor communications and sales activities are compliant with regulatory requirements.
• Identify priority investor segments, distribution channels and partnership opportunities.
• Develop strategic relationships with private banks, wealth platforms, intermediaries and other distribution partners.
• Support the establishment of disciplined sales processes and CRM practices.
• Work closely with senior management on market prioritisation, commercial strategy and AUM growth initiatives.
• Monitor fixed income, rates and FX markets and translate relevant developments into timely investor messaging and opportunities.
• Gather structured feedback from investors and intermediaries on products, positioning and market demand.
• Provide senior management with actionable market intelligence to support product development, pricing and go-to-market strategy.
• Identify emerging investor needs and market opportunities for future initiatives.
• Develop regional distribution strategy, target client segments and channel planning.
• Build, manage, and coach the team; establish distribution processes and performance standards.
• Engage key partners and senior stakeholders to support platform growth and deliver strong sales results.

Conocimientos

Fixed income knowledge

FX instruments

Relationship management

Investor networks

Herramientas

CRM

Descripción del empleo

Trivesta Group is seeking a Sales / Business Development Manager to build and deepen relationships with institutional investors, family offices, private banks, and UHNW clients from Sydney. You will originate opportunities, manage fundraising cycles, and drive AUM growth across priority markets while shaping distribution strategy and partner collaborations.

The role is full-time, on-site in Sydney, offering exposure to fixed income, FX and structured investment strategies with senior management