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Sales Associate – Funds Management

Written by Anton Murray Consulting on .

Location: Sydney

Salary description: $65k - $80k + super + bonus

  • $50-100k AUD Equivalent
  • Permanent
  • 1 to 3 years of experience

Our client is a global funds management business, with a growing office in Sydney and Melbourne. They offer a full range of investment products across equities, fixed income and alternatives. This is an exceptional opportunity for a candidate who is 1 – 3 years out of university, with a strong academic profile. You must be well spoken, articulate and have a passion for the asset management industry. Any prior experience within asset or wealth management will be held in high regard.

Responsibilities:

  • Work closely with the investment, product and marketing teams.
  • Contribute to the distribution team by providing timely and accurate sales support to maintain and build investment activity.
  • Assist the senior Business Development Managers with required forms of business development and relationship management
  • Engage advisers by both inbound and outbound telephone work
  • Coordinate client events and functions
  • Be proactive in producing support materials necessary for meetings and complete a timely follow-up process
  • Assist with Investment Roadshows and Boardroom Briefings

Requirements:

  • Bachelor’s degree with at least 70 WAM or equivalent and preferably part CFA qualified, or working toward a Masters Study.
  • Preferably 2 years’ experience in a sales or investment analysis role within financial services.
  • Bachelor degree in Commerce or related field with exceptional results
  • Ability to build strong lasting relationships
  • Excellent communication skills (written and verbal)

The salary will be $65k – $80k + super + bonus.

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