Strategic Business Development Manager – Financial Services

Bell Financial Group (ASX:BFG); Sydney; On-site; AUD 90,000 - 150,000; Full time

Benefits offered by this job

Professional growth

Collaborative work environment

Respected brand

Job summary

Bell Financial Group is seeking a proactive Business Development Manager to join its Multi Product Sales Team in Sydney. You will provide equities execution, investments, lending and cash services to advisers, positioning you as a strategic partner across Australia.

You’ll identify new business opportunities with financial advisers, maintain a CRM-driven pipeline, and contribute to presentation and marketing materials while delivering outstanding client service.

Qualifications

• Proven ability to identify and develop new business opportunities with a track record of revenue growth.
• Solid understanding of the Australian financial product landscape including Margin Lending and Structured Products.
• Ability to balance growth, regulatory, client service and quality requirements.
• Excellent written and verbal communication with diverse stakeholders.

Responsibilities

• Proactively sourcing and developing new business from internal and external referral networks.
• Maintaining an up-to-date CRM and building a continuous pipeline of prospective clients.
• Assisting with development of presentation and marketing materials for clients and prospects.
• Ensuring consistent client experience through outstanding service.

Skills

Self-driven

Interpersonal skills

Analytical skills

New business development

Financial product knowledge

Stakeholder communication

Key client management

Networking in broker/HNW markets

Learning and innovation

RG 146 compliance / qualifications

Education

RG 146 compliant or relevant qualifications

Tools

CRM system

Job description

Bell Financial Group is seeking a proactive Business Development Manager to join its Multi Product Sales Team in Sydney. You will provide equities execution, investments, lending and cash services to advisers, positioning you as a strategic partner across Australia.

You’ll identify new business opportunities with financial advisers, maintain a CRM-driven pipeline, and contribute to presentation and marketing materials while delivering outstanding client service.