Address- Opportunity to join BT & Westpac Group
- Established career path and progression opportunities
- Brisbane Based
How will I Help?
The Business Development Manager (BDM) is responsible for management of existing financial adviser relationships to BT Platforms through world class sales and relationship management skills.
The successful candidate will be responsible for the retention of existing business and increase of Funds Under Administration (FUA) for advisers using BT platforms in the state in order to achieve sustainable revenue targets and increased market share. They lead the client management and growth effort of BT platforms in the Retail arena and actively review their clients for new business and transition opportunities that may be referred to the Business Implementation Manager (BIM). The BIM will induct any new Advisers to the Platform offering and work with the practice to migrate off platform monies to BT platforms.
The objective of this role is to ensure there is an appropriate strategy and execution plan to maximise the net flows into BT’s products.
The core accountabilities of this role include:
- Realise the opportunity identified in new practices secured
- Retain and grow greater share of net flow and FUA from practices secured
- Manage the relationship with accounts allocated
- Coordination to ensure practice panel and region targets are achieved
- Accountable for driving the agreed culture and community standards of being part of BT
- Understand and leverage full BT Platforms Distribution offer
- Participate in all regional based forums
- Build strong and valued relationships with advisers by understanding their business and help them manage and grow their business, by identifying and implementing best practice of Panorama and associated systems.
- Identify potential new business transition opportunities
- Roll out new product enhancements to existing panel of advisers
- Escalation point for all unresolved issues from the Adviser Support Officer or CR team, ensuring a great client experience for both the adviser and client.
What’s in it for me?
The Business Development Manager role with liaise closely with State Directors & Sales teams, Dealer Group Heads, National Accounts team, Product Management team, Client Relations team, and other clients and stakeholders. This will be a multi-faceted role that will build professional relationships with the above stakeholders, through these interactions you will expand your professional network and further refine your business and commercial acumen.
On a personal note, whatever shape your family takes, we offer generous paid and unpaid parental leave for your nominated primary and support carers. This includes leave to organise adoptions, surrogacy, and foster care arrangements. And we continue to pay your super contributions while you take all the time you need to get your new family settled.
What do I need?
To be successful you will have the following:
Knowledge, Qualifications & Experience
- Broad understanding of advice, equities, insurance, investment, superannuation and retirement products, how they work, benefits and applications
- Relevant business tertiary qualifications or equivalent industry experience (+4 years preferred)
- A certificate indicating completed training in RG146 compliance in multiple areas (desirable).
- 4+ years financial services industry experience (desirable)
- Project management experience (desirable)
Behavioural Capabilities
- Results orientation
- Outstanding interpersonal and relationship management skills
- Ability to negotiate and influence stakeholders
- Proven demonstration of execution of Distribution Strategy
- Professional communication skills exhibited in presentations and training situations
- Well-developed written and verbal communication skills
- Solid analytical and problem solving skills
- Ability to assess and reassess appropriate time and resource allocation to clients
- High customer service ethic
- Ability to work in a team environment
What is it like to work there?
For the past 200 years, we’ve been backing people, businesses, communities, and ideas. As Australia’s first bank, we’ve adapted and evolved, inspired by our customers and a genuine desire to create better futures.
Together, we’re creating better futures for all our people, customers, communities, and shareholders. This has been our enduring Purpose.
- We inspire our people and together we are creating better futures. It’s our passion for embracing diversity and creating opportunities that enables them to dream big and fulfil their potential.
- We empower our customers. It’s our strength, agility and heart that gives them the confidence to navigate change and forge new paths. Empowered, our customers are creating better futures.
- We make change happen in the community. It’s our shared vision of a safer, greener and more inclusive world that sees us back new ideas, innovations and individuals who are creating better futures.
- We deliver for our shareholders by creating better futures together. It’s our ability to generate value for this generation and the next, which makes our shareholders proud to invest in us.
How do I apply?
Start here. Select the APPLY or APPLY NOW button.
At Westpac we are committed to providing a supportive culture and creating diverse, inclusive, and accessible workplaces, branches, products and services for our customers, employees, and community. This role is open to experienced candidates seeking a discussion around workplace flexibility. We invite candidates of all ages, genders, sexual orientation, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply. If you have questions about the recruitment process, please email ***************@westpac.com.au
Do you need reasonable adjustments during the recruitment process?
We can provide reasonable adjustments for individuals with disability and/or neurodiversity. If you require an adjustment to be made during the recruitment process at any stage, please call 1800 655 592 Option 2.3 or email ***************@westpac.com.au
