Sales / Business Development Manager ( Junior/ Senior/ Head)

TRIVESTA SERVICES (AUSTRALIA) PTY LTD; Sydney; On-site; AUD 150,000 - 210,000; Full time

Job summary

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

Qualifications

• 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.

Responsibilities

• 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.

Skills

Fixed income knowledge

FX instruments

Relationship management

Investor networks

Tools

CRM

Job description

Sales / Business Development Manager ( Junior/ Senior/ Head)

Trivesta Group is a fast-growing asset management platform with subsidiaries in Australia, Hong Kong, and Singapore, holding relevant fund management and investment advisory licenses in these markets. We focus on delivering differentiated income and investment solutions to wholesale, private wealth and institutional investors. Our investment offering includes fixed income and income-enhancement strategies, with return drivers spanning systematic FX strategies and structured investment solutions.

The Opportunity

This role is designed for ambitious Sales/Business Development professionals with a strong ability to develop networks with institutional investors, family offices, private banks, private funds and/or HNW/UHNW clients. You will take ownership of key investor relationships and develop a disciplined regional fundraising strategy, from originating new opportunities and developing investor relationships through due diligence, negotiation and funded allocations. Beyond individual fundraising, you will help define target client segments, distribution channels and market priorities, while providing senior management with actionable market intelligence and investor feedback. You will also play an important role in strengthening Trivesta’s regional distribution capability, including developing strategic partnerships, improving sales processes and contributing to the continued build-out of the platform.

Key Responsibilities

• 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 initial engagement, due diligence, negotiation, onboarding and funded allocation.
• Maintain a structured and trackable sales pipeline, providing regular reporting on opportunities, conversion, client feedback and expected flows.
• Develop and execute 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 clear, investor-appropriate 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 conducted accurately, consistently and in accordance with relevant regulatory and compliance 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, CRM practices, performance tracking and pipeline management.
• 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 commercial opportunities.
• Gather structured feedback from investors and intermediaries on products, positioning, market demand and competitive developments.
• Provide senior management with actionable market intelligence to support product development, pricing, positioning and go-to-market strategy.
• Identify emerging investor needs and market opportunities that may inform future product and distribution initiatives.

Additional Scope for Senior / Head Hires

• Develop regional distribution strategy, including 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 delivering consistently strong sales results.

Candidate Profile

We are looking for commercially driven investment distribution professionals who combine a strong investor network with technical credibility to represent sophisticated investment strategies.

The successful candidate should have:

• Strong understanding of fixed income markets, FX instruments and income / yield-enhancement strategies.
• Approximately 3–5 years of relevant experience in asset management distribution, fixed income, FX, structured products, private banking sales or related fields.
• Strong commercial judgement and the ability to manage the full fundraising lifecycle independently.
• Experience developing distribution strategy, client segmentation and channel priorities.
• Excellent communication, presentation and relationship-management skills.
• The ability to explain complex investment strategies simply, accurately and in a compliant manner.
• High standards of integrity, discretion and confidentiality.

Additional for Senior / Head Hires

• An established network across institutional investors, family offices, private funds, private banks and/or HNW/UHNW clients.
• A demonstrated track record of originating investor relationships and converting opportunities into funded allocations.

This is a full-time, on-site role located in Sydney.

What We Offer

• A competitive remuneration structure aligned with experience, responsibilities and commercial contribution.
• A commercial role with direct influence on Trivesta's regional growth and AUM expansion.
• The opportunity to work closely with senior management and contribute to distribution strategy, product positioning and market development.
• Exposure to differentiated fixed income, FX and income-oriented investment strategies.
• Significant autonomy to build investor relationships.