Sales & Client-Engagement Associate (VIC)

Challenger; Melbourne; Hybrid; AUD 70,000 - 110,000; Full time

Job summary

Fidante, part of Challenger Limited, is seeking a Distribution Associate for VIC to support the sales team and strengthen relationships with advisers and clients across Victoria. The role involves coordinating fund manager visits, Salesforce analytics, and client communications, while delivering high-quality client engagement and strategic sales support.

You will work closely with Distribution Managers to drive campaigns and ensure efficient administration, CRM tasks, and portfolio analysis to

Qualifications

• RG146 compliant, ensuring adherence to financial industry regulations.
• Tertiary qualification in finance, business, or related field.
• Strong understanding of financial markets and wealth management.
• Proven sales-driven experience with client engagement.
• Experience with funds management industry.

Responsibilities

• Prepare sales analytics on a regular basis to support decisions.
• Assist with client inquiries via phone or email.
• Collaborate with Marketing to implement adviser campaigns.
• Provide operational support to the Southern Region and assist national targets.
• Support affiliate fund manager sales and drive strategic efforts.
• Maintain engagement with Fidante clients and partners.
• Assist with CRM tasks and RFP coordination.
• Support portfolio analysis for clients' investment solutions.

Skills

Sales Experience

Regulatory Compliance

Industry Knowledge

Funds Management

Client Engagement

Relationship Management

Education

Finance or Business degree

Tools

Salesforce

Job description

Fidante, part of Challenger Limited, is seeking a Distribution Associate for VIC to support the sales team and strengthen relationships with advisers and clients across Victoria. The role involves coordinating fund manager visits, Salesforce analytics, and client communications, while delivering high-quality client engagement and strategic sales support.

You will work closely with Distribution Managers to drive campaigns and ensure efficient administration, CRM tasks, and portfolio analysis to