The Role
Wonderful opportunity to join a globally recognised investment management boutique with a strong reputation across global equities and institutional-quality investment solutions. With significant growth across the Australian market, the firm is seeking to appoint a senior Business Development professional to drive wholesale distribution activity across Victoria and Tasmania.
Key Responsibilities
* Develop and strengthen relationships across wholesale licensees, independent wealth firms, private banks and advisory groups
* Drive new business flows across a suite of global equity investment strategies
* Partner with research teams to support ratings, approved list inclusion and model portfolio adoption
* Deliver compelling portfolio, market and investment philosophy presentations to adviser audiences
* Execute strategic territory business plans across VIC, SA and TAS
* Maintain strong engagement activity and market intelligence through CRM systems
* Provide high-quality ongoing servicing to existing clients and intermediary partners
About You
* Proven funds management or platform distribution experience within wholesale/intermediary markets. Excellent BDA's ready to step up will be considered also.
* Strong existing relationships across the Victorian adviser and licensee landscape
* Solid investment markets knowledge and the ability to articulate investment concepts clearly
* Highly developed relationship management and presentation skills
* A proactive, self-driven and commercially minded approach
* The ability to operate effectively within an entrepreneurial, high-performance boutique environment
This represents an outstanding opportunity to join a high-performing investment manager with strong momentum, differentiated investment capability and significant long-term growth potential.
For a confidential discussion, please contact Ashton Bilbie at Profusion Group.
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