VIC Distribution Associate | Growth & Client Engagement

Fidante

Melbourne

On-site

AUD 70,000 - 95,000

Full time

2 days ago

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Job summary

Fidante, Australia’s multi-boutique investment manager, is seeking a Distribution Associate in VIC to support the VIC Sales Team and drive growth across Fidante’s product suite. You will build relationships with new and existing clients, coordinate fund manager visits, and manage Salesforce analytics and client communications.

Working with Distribution Managers, you will implement strategic sales initiatives, support campaigns for adviser networks, and ensure high-quality service while helping

Qualifications

RG146 compliant, ensuring adherence to financial industry regulations.
Tertiary qualification in finance, business, or a related field.
Experience in financial services and wealth management is advantageous.
Strong customer service orientation with relationship management skills.

Responsibilities

Sales analytics & reporting – ad-hoc, monthly, quarterly to support decisions.
Client & adviser support – handle inquiries via phone or email.
Marketing campaigns – work with Fidante Marketing on adviser networks.
Operational & sales support – regional and national sales targets.
Portfolio analytics – assist in evaluating investment solutions.
Relationship management – engage Fidante clients and boutique funds.

Skills

Sales

Client engagement

Relationship management

Financial markets

Regulatory compliance

Communication

Education

Tertiary qualification in finance, business, or a related field

Tools

Salesforce

Job description

Working with Distribution Managers, you will implement strategic sales initiatives, support campaigns for adviser networks, and ensure high-quality service while helping

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