Business development executive - Investment Advisor

Job Description

Business Development Executive & Investment Advisor – VIC • Boutique and Premium Investment Advisory and Wealth Management business • Wholesale & High Net Worth client coverage- Australia and Vietnam/South East Asia. • High performing team with genuine career development opportunities We are a boutique investment advisory and wealth management firm based in Melbourne and regional office in Vietnam. Our founding team have decades of experience in investment advisory and wealth management at global firms and we are actively seeking an Investment Advisor for our Melbourne team. As an Investment Advisor, you will take on a vital role in acquiring and servicing clients, contributing to driving growth and fostering relationships. If you are a dynamic and driven sales professional with a passion for investment sales and a desire to work with wholesale and High Net Worth clientele, we encourage you to apply for this position. Please reach out for a confidential discussion to Daniel Le CEO at Your key responsibilities (90% of time and efforts) Identifying and cultivating new clients through your own networks and marketing plans and through the firm’s existing referral networks and clients/leads Increase the firm’s funds under advice Building and nurturing relationships with wealth clients Assist in responding to enquiries of your designated clients Review and negotiate contracts with potential clients Represent our brand in a professional manner with new and existing clients. Additional responsibilities (10% of time and efforts) Support senior management in organising marketing events (both online and in-person) Support social media and digital marketing campaigns What you need to have/possess We are seeking a team player with a demonstrated track record in sales (preferably directly related to the High Net Worth (HNW) market) with experience in the Funds Management/Financial/Property/Professional Services Industry, in a sales/distribution role. Strong experience in identifying, pursuing and creating sales opportunities. Excellent communication and interpersonal skills with the ability to build and maintain relationships with clients and internal stakeholders. Bachelor's degree in finance, economics, accounting, marketing or a related field. Understanding of investment products and financial markets is a plus. Self-motivated, with the ability to work independently and willingness to travel as needed. Fluency in English and Vietnamese. What you will get A highly flexible working arrangement and working hours. Work directly with experienced founders and senior management team. Opportunity to learn about complex investment products and investment processes applicable to HNW clients. Competitive sales commission structure. You will be paid: Competitive revenue sharing % based on the total revenue from clients that you help win/convert. Revenue sharing is recurring on a yearly basis, paid pro-rata monthly. Potential Equity offering/profit sharing for the right candidate. Allowance for travel/business development expense disbursements. Other requirements You must be legally permitted to work in Australia. Seniority level Entry level Employment type Full-time Job function Business Development and Sales #J-18808-Ljbffr