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Sales Relationship Associate

Salary: 60.00 -  80.00
Posted: 24-02-2025
Category: Financial Advice Private Banking
Melbourne, 
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Job Description

Join a Global Leader in Asset Management For over 50 years, this company has been helping clients build better financial futures. They achieve this by working together, supporting each other, and delivering excellence in financial solutions. About the Team The Wholesale Sales team has a strong reputation in the Australian adviser market, delivering best-in-class investment solutions across Managed Funds and ETFs. Their clients include: Banks & Financial Institutions Wealth Management firms Independent Financial Advisers (IFAs) Stockbrokers About the Role As a Sales Relationship Associate , you will play a crucial role in supporting the sales team and managing key adviser relationships remotely (80% service / 20% sales ). Your responsibilities will include: Client Engagement & Support Manage a portfolio of adviser relationships, responding to inquiries via phone and email Identify opportunities for cross-selling and strengthen client engagement Provide post-meeting follow-ups and assist Regional Sales Managers in sales planning Sales & Market Intelligence Track fund flows and market trends to identify key opportunities Prepare sales tools such as Morningstar analysis and competitor comparisons Maintain and update Salesforce records with client interactions Event & Campaign Support Assist in organising industry events, T20 sessions, and Investment Forums Support marketing initiatives, including email campaigns and targeted client communications Process & Project Management Assist with state-based initiatives and team-wide sales campaigns Work closely with internal teams (Client Services, Marketing, Investments) to streamline sales operations What We’re Looking For 3+ years of financial services experience in a similar role Strong knowledge of the financial planning industry and investment products Advanced Outlook and Salesforce skills RG146 compliance & relevant tertiary qualifications preferred Excellent communication, time management , and relationship-building skills A team player who is adaptable, proactive, and detail-oriented In return you will get the following: Working in a Global, dynamic environment with opportunities for career growth Comprehensive benefits package & professional development support Flexible working arrangements for work-life balance Collaborative and inclusive team culture If you’re looking for a challenging and rewarding role in a global asset management firm, we’d love to hear from you! Please apply now or alternatively reach out to Rosie Keegan on 0482088718 or email (emailprotected). #J-18808-Ljbffr

Job Details

Salary: 60.00 -  80.00
Posted: 24-02-2025
Category: Financial Advice Private Banking
Melbourne, 

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