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Account Management - Junior/ Graduate Level

B&K Consulting - Sydney, NSW

Banking & Finance
Source: uWorkin

Source: uWorkin


We are currently looking to speak to individuals who consider themselves a people person and have an interest in the Investments landscape both in Australia & Globally. You may be recently finished a degree in Commerce or Economics or have a year or two of junior level exposure to the industry. This role will give you an opportunity to learn and develop your skills across a growing business with exposure to a large and varied product offering.

The Business

A mid sized Australian Fund Manager with significant inflows over the past year, are looking to add to their Account Executive team. The business has a variety of Funds across all asset classes available to the Retail, Wholesale & Institutional market. They are regularly innovating on new fund ideas and on distribution strategies through their target client bases.

The Role

As an Associate Account Executive, you will be responsible for dealing with a variety of Retail & Wholesale clients. You will work as part of a wider team in meeting collective goals around Service, Sales & Education whilst being a key voice of the business to your client base. As you learn, more responsibility will be given to you with the view of becoming an Account Manager. You will be provided all the support you need to learn but will need to bring enthusiasm, conscientiousness & an inquisitiveness for all things Investment Management. In any day you could expect to be involved in:

  • Managing client queries on all things Fund related
  • Educating client base on the differing factors on products and suitability to different factors
  • Promoting the business to the wider client base through interactions, events & market insights
  • Overall managing your client base to the beset of your ability

The Person

To be successful in this role, you will need to have an interest and desire to work with people. A Degree in Business, Commerce or Economics and an overall understanding of different Investment types. The will be opportunities to learn the products in great depth but an understanding prior to starting will be key. If you have a year or two of experience as a Desk/ Dealers Assistant, Client Services in the Finance Industry or something similar, we would love to talk to you.

If this is of interest, please apply to the link provided.