AddressAbout us
Maqro Investment Group, established in 2016, is a boutique wealth management firm dedicated to integrating various aspects of the financial services sector. Maqro offers the sophistication of a larger financial institution while maintaining the personalized service of a boutique firm.
Our Philosophy
At Maqro, we strive to eliminate barriers faced by investors and bridge the gap between retail and institutional investors. Leveraging our resources and expertise, we level the playing field for our clients, providing them with the tools needed to make informed investment decisions.
Our Approach
We consolidate sub-sectors including Research, Advisory, Corporate Advisory, Private Equity/Debt & Property, empowering clients with direct access to wealth-generation strategies employed by prominent family offices and investment institutions.
Maqro also provides a strong compliance framework support by Sanlam Private Wealth in addition to company partnerships with Macquarie, Openmarkets, etc. You will join a team with market experience in Equities, Options, Bond Trading, Structured Products, Private Credit and Corporate Finance.
Established Dealers will also have the chance to be featured on media outlets such as AusBiz, while receiving guidance on assembling a team of Associates & Dealers Assistants to accelerate growth further.
Preferred Qualifications & experience
- Existing Client Book highly regarded
- Completion of a relevant diploma or bachelor’s degree and/or significant relevant professional experience.
- RG146 qualification
- Strong ability to communicate and collaborate within a team
- Demonstrated success in building and nurturing relationships, utilizing consultative sales techniques
- Proficiency in understanding clients' business needs, identifying challenges and opportunities, and presenting tailored solutions
- Proven ability to effectively engage with multiple stakeholders
- Comprehensive knowledge of product offerings and industry dynamics, including market trends and competitive landscape
Tasks & responsibilities
- Provide General Advice to clients on ASX equities and derivatives.
- Liaise with the internal Investment Committee to present actionable recommendations.
- Cultivate and sustain customer success through proactive account management, fostering opportunities for additional business growth
- Maintain a robust pipeline of sales prospects through consistent sales development efforts
- Expand relationships within existing accounts to increase influence and opportunities
- Lead complex enterprise sales processes, engaging with key stakeholders across product, business, technology, and procurement team.
- Serve as the primary point of contact for payments-related matters within the assigned book of business, establishing trust and credibility
- Exhibit strong relationship-building skills both internally and externally
- Utilize CRM systems for tracking account activities and generating reports
- Demonstrate responsiveness, reliability, and a focus on achieving results
- Service new clients that join the firm via our Retail arm.
- Participate in Seminars, Events and other marketing activities to continue growing a client book.
Benefits
- Give your clients access to our strong track record of Corporate Deal Flow such as Capital Raisings, IPOs, Placements, Private Credit, Structured Products & Convertible Notes.
- Gain access to our research team and administrative team
- Gain access to compliance training and support
- Strong Brand and Marketing initiatives to assist building a client book.
Why Join Us?
- Competitive salary package, Base Salary + Commission
- Opportunities for professional development and career advancement within a leading industry organisation
- Convenient location near Wynyard Train Station, facilitating easy commuting
- Supportive and enjoyable company culture, with regular corporate-sponsored events for team bonding
- Access to robust training and personal development programs to enhance skills and expertise
