Institutional Sales Associate & Relationship Manager

Fisher Investments; Sydney; On-site; AUD 90,000 - 120,000; Full time

Benefits offered by this job

Healthcare benefits

Annual leave 20 days + 10 holidays

Fertility/family-forming benefit

Hybrid work option (possible)

Job summary

Fisher Investments Australia is seeking an FIA Associate Relationship Manager - Sales to cover institutional prospective clients in the assigned territory. You will actively follow up leads, build relationships with plan decision makers and consultants, meet face to face, and close business with institutional prospects.

This role involves travel and presents opportunities to work with Investment Management clients and internal teams to win business.

Qualifications

• University degree or equivalent combination of education and experience required.
• Required to travel 30% or more of the time.
• At least 5 years of experience, and demonstrated track record of success, selling investment management to institutions or high net worth individuals preferred.
• Competitive and self-motivated—ability to set, monitor, and accomplish goals.
• Resourceful and organized—ability to multi-task and address complex challenges.
• Solid investment knowledge; previous institutional investment experience preferred.
• Ability to apply mathematical and financial concepts.

Responsibilities

• Interfaces with external partners and institutional team members to coordinate with Sales Relationship Managers.
• Travels to meet with prospective clients in person.
• Ensures information about prospect personnel and decision-making is recorded in systems.
• Performs cold calls to establish contacts and arrange prospect meetings.
• Conducts formal presentations to convey investment philosophy and strategies to prospects.
• Prepares materials and participates in presentations to win business.
• Explains FIA policies to clients and prospects.

Skills

Travel readiness

Institutional sales experience

Investment knowledge

Goal oriented

Organization & multi-tasking

Analytical reading

Education

University degree or equivalent

Job description

Fisher Investments Australia is seeking an FIA Associate Relationship Manager - Sales to cover institutional prospective clients in the assigned territory. You will actively follow up leads, build relationships with plan decision makers and consultants, meet face to face, and close business with institutional prospects.

This role involves travel and presents opportunities to work with Investment Management clients and internal teams to win business.