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Funds Management – Institutional Sales Director

Written by Anton Murray Consulting on .

Location: Sydney

Salary description: AUD $200k-$250k base salary

  • $200k + AUD Equivalent
  • Permanent
  • 7 to 10 years of experience

Our client, a leading Asset Manager is looking for a Institutional Business Development Manager to join their team in Sydney. Candidates can have a client focus in Sydney or Melbourne, however the role will be based in Sydney.

The organisation is looking for an accomplished Funds BDM with a proven track record of business development within the institutional space.

Responsibilities:

  • Increase client base and revenues through the profitable growth of the product suite.
  • Educate insto clients on market trends and investment theory, including presentations.
  • Manage large clients and assist with asset allocation, liaising between the investment team and the client.
  • Present new products and services and enhance existing relationships.
  • Work with technical staff and other internal colleagues to meet customer needs.
  • Arrange and participate in internal and external client debriefs.

Required Experience:

  • 6 + years in financial services with a major portion within Funds Management (Sales, RM, Investments Specialist).
  • Over 5+ years’ experience as a Fund BDM with institutional distribution networks.
  • Bachelor’s degree a minimum – CFA or Master’s level qualification highly encouraged
  • Exceptional sales and rapport building skills.
  • Must have strong networks in the superannuation/institutional client space
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