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Sales Associate – Funds Management

Written by Anton Murray Consulting on .

Location: Sydney

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

  • $50-100k AUD Equivalent
  • Contract or Temporary
  • 1 to 3 years of experience

Our client is a global funds management business. They offer a full range of investment products across equities, fixed income and alternatives.

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.
  • 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
  • CFA level 1 or above qualified
  • Excellent communication skills (written and verbal)
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