Company

Bell DirectSee more

addressAddressPerth, WA
CategoryManagement

Job description

The Multi Product Sales Team provides a range of equities execution, Investments, lending, and cash services to investors, via their Advisers. We sit inside the Bell Financial Group and work alongside Bell Potter Securities, Desktop Broker, and Bell Potter Capital.                                                  

As a Business Development Manager, you will be responsible for the identification of new business opportunities as well as the management of a portfolio of existing financial advisers. Reporting to the Group Head of Sales, your responsibilities include:

  • Proactively sourcing and developing new business from internal and external referral networks
  • Building the profile of the Sales presence in the Western Australia (WA) market with assistance from the wider WA business
  • Ensuring current and prospective clients have a consistent experience through the delivery of outstanding service
  • Assisting with the development of presentation and marketing materials for existing and potential clients
  • Maintaining an up-to-date CRM and building a continuous pipeline of prospective clients. 

Requirements

You have excellent interpersonal skills and proven analytical skills. In addition, to succeed in this role you will have:

  • Proven ability to identify and develop new business opportunities with a successful track record in generating revenue growth
  • A good understanding of financial product landscape in Australia including Margin Lending/Structured Products 
  • Proven ability to successfully balance competing requirements (growth, regulatory, client service, quality)
  • Excellent oral and written communication skills, with the ability to communicate effectively with a wide range of stakeholders and customers
  • Ability to manage key clients with demonstrated relationship success
  • A solid network in the broker and HNW advisory markets will be highly advantageous
  • Proven ability to work autonomously and to build a business brand
  • A strong desire to learn and innovate and broaden your skill base
  • RG 146 compliant and/or relevant tertiary qualifications.

Applications for this role should be submitted using the “Apply Now” button. 

Please note that only successful candidates will be notified. 

Refer code: 2158038. Bell Direct - The previous day - 2024-05-07 17:34

Bell Direct

Perth, WA
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