Institutional Sales, Traditional/Alternatives
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Company Overview
A prestigious, long-standing investment house with deep expertise across both traditional asset classes and a diversified suite of alternative strategies.
The business is known for its disciplined investment heritage, robust governance, and a growing lineup of high-conviction capabilities spanning equities, credit, and alternatives.
They are seeking a driven salesperson to further growth across superannuation, asset consultants and other institutional channels.
The Opportunity
With a broad product offering comprising domestic/global Equities, Fixed Income and Alternatives there is significant opportunity to add value to your clients portfolios.
This role is responsible for developing and executing a targeted institutional sales and business strategy across the Australian market.
You will work closely with the Head of Institutional Sales to build a strong pipeline, increase prospect-conversion rates and deepen relationships across key segments.
You'll also contribute to broader product and business development initiatives, providing insights into changing client requirements, market dynamics and emerging opportunities.
Key Responsibilities
Build and execute a sustainable institutional sales strategy across allocated geographies and markets
Develop an institutional sales plan with a strong focus on pipeline rigour, measurement and conversion outcomes
Manage and enhance relationships with institutional clients, prospects and asset consultants
Advise on product development and positioning based on client requirements and market trends
Represent the business with credibility, technical depth and commercial awareness
Work with boutique asset-management partners to support and expand institutional offerings
Maintain CRM activity, notes and accurate forecasting
Skills & Experience
3-7 years' experience in institutional business development
Advanced understanding of investment markets across multiple asset classes
Strong technical knowledge and ability to engage with CIOs, portfolio managers and asset consultants
Highly credible communicator with strong analytical and strategic capabilities
Relevant tertiary qualifications; CIMA/FINSIA/RG146 desirable
Apply
This is an opportunity to join a respected and well-capitalised investment group with a strong culture and a sophisticated client base.
You'll play a key part in shaping institutional growth and influencing future product direction.
For a confidential discussion, please contact Ashton Bilbie at Profusion Group or apply now.
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