Are you a highly driven Wealth BDM ready to leverage your extensive networks, take true ownership of a region, and drive growth for Australia’s longest-standing margin lender?
It starts here. With Bendigo Bank… and you.
Step into a high-impact role where you aren't just pitching a service—you’re championing the market leader. As our Wealth Business Development Manager, you will proudly represent Leveraged Equities, Australia’s longest-standing margin lender and a true powerhouse in wealth creation. We equip you with an industry-leading suite of gearing and cash solutions, giving you the ultimate competitive edge to confidently open doors, elevate holistic advice models, and help your partners deliver unparalleled value to their clients.
In this highly autonomous, relationship-driven role, you will take true ownership of your region's growth and strategic direction. You’ll be the trusted expert and go-to strategist for financial planners, brokers, and our expansive internal Bendigo Bank network. By educating advisers on sophisticated investment and gearing strategies, you won't just be hitting sales targets—you’ll be fundamentally shaping how our partners build, protect, and sustain wealth for everyday Australians. From unearthing fresh market opportunities to nurturing top-tier existing relationships, your commercial acumen will drive tangible, rewarding results.
Beyond the prestige of our products, you’ll be joining a purpose-led, highly collaborative culture within the Consumer Banking Division. At Bendigo Bank, we empower our leaders to move fast, actively challenge the status quo, and make balanced, commercially sound decisions. If you are a tenacious, self-directed sales professional with deep industry networks and a passion for financial markets, this is your opportunity to write your own success story with the backing of one of Australia’s most trusted brands.
Key responsibilities
Drive Strategic Growth: Proactively market our market-leading gearing and wealth solutions to acquire new partnerships across financial planners, brokers, and internal Bendigo Bank networks, while consistently exceeding sales targets.
Elevate Partner Relationships: Take ownership of an existing portfolio, acting as a trusted consultant who deeply understands adviser challenges and delivers tailored, high-value wealth strategies.
Educate & Empower Advisers: Lead highly effective product training sessions, educating external partners on how to seamlessly integrate sophisticated margin lending strategies into their holistic advice models.
Shape Distribution Strategy: Act as our eyes and ears in the field—leveraging your market knowledge to identify emerging opportunities, gather valuable industry intelligence, and directly influence national sales and campaign initiatives.
Champion the Customer Experience: Collaborate closely with internal Wealth support functions and the broader Bank network to ensure a frictionless, superior experience is delivered to every partner and customer.
Qualifications
Extensive Industry Experience: 10+ years of proven, successful sales experience within the financial services industry—specifically targeting financial planning, stockbroking, or direct investor segments.
Wealth & Gearing Expertise: A deep, working knowledge of financial markets, equities, and managed funds, coupled with the confidence to expertly discuss and structure sophisticated investment and margin lending strategies.
Relationship Building: Exceptional negotiation, communication, and influencing skills. You have a demonstrated ability to uncover an adviser's core needs, present compelling commercial solutions, and build long‑term trust.
Autonomous Drive: A highly commercial, proactive, and self‑starter mentality. You thrive when given the autonomy to take ownership of a territory, drive your own sales initiatives, and hunt for new market opportunities.
The Non‑Negotiables: A relevant tertiary degree (e.g., Commerce, Economics, Business) and your RG 146 accreditation (specifically with Margin Lending). A current Australian driver’s license is essential. (Bonus points if you hold postgraduate qualifications like a CFP or FINSIA Diploma!)
We offer flexible work options that put our people first, working in a hybrid model with a minimum local Head Office attendance requirement determined by your Leader, to find a rhythm that works best for you and your team. We believe that coming into the office some of the time is the best way to learn, stay connected and collaborate effectively, especially for key activities like team days, 1:1s, and town halls.
This role is a Permanent, Full-time opportunity based in Brisbane.
Our perks and benefits
Bendigo Bank supports ongoing development, with the potential for a portion of education fees being reimbursed by the bank. We want you to be the best version of you, and to help you achieve that!
We know the last few years have been rough, so we have partnered with TELUS Health as our EAP provider. At the touch of a button, you will have access to self‑help 24/7 or you can live chat with a team of safety, medical, and mental health professionals to assist with anything life throws at you.
We believe a diverse workforce supported by an inclusive culture is central to our success and we actively encourage applications from those who bring diversity of thought to our business. We support candidate requests for adjustment to accommodate an illness, injury or disability to equitably participate in the selection process.
We are committed to responding to all candidates, regardless of the outcome of your application.
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