AddressOur client is a leading financial services provider with a large network of offices across Australia. Their strategy aims to build deep and enduring customer relationships across the financial services industry at wholesale and retail levels. Our clients' portfolio spans International, Australian and Asian equities, fixed income and private credit, as well as alternative strategies.
A big business with a small business feel and culture, our client is focused on your career progression & development. They recognise and reward good performance and have an enviable culture of inclusion, integrity, and stewardship for their staff and clients.
The Role
As the Associate BDM responsible for managing existing financial advice business accounts in Queensland, your role is to retain and drive an increase in the share of wallet.
You will manage client relationships across the management and advice chain from dealer group management and product management to advice and accounting firms. This is an opportunity to progress your career into a Senior BDM through a clear professional development pathway.
About You
You come from a professional services background aligned to financial advice, understand this sector and how to engage and influence them to achieve a mutually beneficial outcome. You want to work within a diverse business and have a persona that appeals to the professional client.
You are motivated to exceed client expectations, have a great phone and face-to-face manner, and possess the following:
- A relevent undergraduate degree
- Have proven client contact & sales experience with financial advisers
- Working knowledge of funds management and financial markets
- Previous relationship management experience
