Job description
Location: Sydney, Australia
Date Posted: Feb 17, 2023
Description
About the role:
Job Responsibilities:
The role duties and responsibilities will include but not limited to the following:
Drive new client acquisitions and increase revenue for the firm’s fund administration and integrated businesses
Build, manage and progress a pipeline of new business opportunities, including prospects launching funds and take-away business from competitors
Grow the fund brand and reputation across the region
Build on an existing network of investment managers, fund sponsors, trustees, counsels, auditors and other key influencers
Build, manage and progress a pipeline of new business opportunities
Lead sales process from end to end, including identifying prospects, coordinating meetings and presentations, preparing proposals and managing deal teams.
Collaborate with colleagues across regions and areas of specialization to achieve business objectives
Ensure robust knowledge of Apex’s offering and value proposition
Champion cross-sell initiatives across services lines and geographies to drive new sales into our existing client base
Work closely with and build strong collaborative relationship with marketing, client on-boarding, operations, legal and other functions
Advise on strategic initiatives such as product development
Follow internal sales and non-sales process and compliance requirements, including management reporting, Salesforce maintenance, attendance at internal meetings, assistance with onboarding as required, to ensure agreed project deliverables are met.
The Skills:
1-2 years experience in a similar 5+ years relevant experience in the real asset industry, fund administration, financial services or ability to demonstrate relevant experience
A strong existing network fund managers, sponsors, trustees, law firms and other influencers preferred in the real asset industry, including ability to interact with C-Level executives
Knowledge of real asset sector and asset management
Strong self-confidence, strategic mind to lead and/or contribute to discussion with various stakeholders at senior levels
Able to sell complex solutions to clients, and apply relationship management and analytical skills to handle client requests/objections in an appropriate manner
Demonstrated sales skills and ability to consistently deliver on sales targets
Strong verbal and written skills are essential.
Experience with CRM systems (Salesforce preferred), KPI tracking and internal stakeholders
Possess a strong work ethic, as well as uncompromising integrity
Educated to degree level, relevant professional qualifications beneficial
Request
Analysis skills, Asset management