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Business Development Associate

ausbil - Sydney, NSW

Banking & Finance
Source: uWorkin

Source: uWorkin


Ausbil Investment Management, based in Sydney, is one of Australia’s leading specialist Australian and global investment managers. Established in 1997, we are a strategic partnership between senior members of the investment/management team of Ausbil and New York Life Investment Management. Our clients include industry superannuation funds, retail platforms and dealer groups.

We are searching for a candidate to work in a Business Development Associate role within our wholesale distribution team. You will work closely with the National Manager, Wholesale and will support our business development team to ensure our service and sales targets are achieved.

Your responsibilities will include, making outgoing calls to financial planners, maintenance and development of our CRM (Salesforce), digital marketing to our client base using marketing automation software (Eloqua), conducting analysis of sales reports, responding to requests for further information, detailed fund analysis and preparation of supportive material for our business development team. In addition, you will respond to ad hoc client related requests and assist with coordinating various client events throughout the year.

You will be familiar with managed funds and collective investment vehicles, but also have a good working knowledge of economic and investment market concepts. Your background will give you the ability to present financial concepts and strategies and deliver positive sales outcomes.

The ideal candidate will have a relevant tertiary qualification. Whilst work experience in financial services would be an asset, it is not essential. An ability to learn quickly and a desire to develop a career in funds management distribution is a prerequisite.

As a member of the Marketing and Distribution team, you will contribute via a combination of your technical, persuasive, and business development skills.

The role is based in Sydney and offers competitive remuneration.

To apply, please submit your covering letter, curriculum vitae and any relevant supporting documentation in confidence marked to the attention of the Human Resources Manager.

Only Australian citizens/residents need apply.