Business Development Officer | Fund Management

Location: Melbourne CBD, Victoria
Contract Type: Permanent
Specialisation: Banking & Financial Services
Salary: AU$100000 - AU$150000 per annum + Super + Bonus
REF: BBBH93483_1494572946

The client

My client is a specialist funds management group that provides unique investment advice for retail and institutional clients. Fostering innovation and rewarding excellence, the business is currently in a strong position and is looking to appoint a Business Development Officer in the Melbourne office.

The role is essentially a phone based sales / BDM role where you will be targeted on servicing existing clients band winning new business. It is a rare opportunity to enter the front office of a thriving financial services organisation who offer first class salaries, an excellent bonus structure and who are known for promoting internal growth.

The role

  • Maintain regular contact with existing clients as you promote and sell the companies suite of investment products.
  • Work closely Business Development Managers to build new relationships with specific groups of financial intermediaries.
  • Support the broader distribution team in the reolution of product queries and the implementation of sales strategies.
  • Track and report fund flow from sales activities.
  • Liaise with the product and marketing team to assist with the development of marketing collateral.


The candidate

  • The ideal candidate will bring experience in the funds or wealth management arena and a passion for business development.
  • A confident and professional phone manner for dealing with key external stakeholders.
  • Proactive and self motivated you are capable of meeting individual and divisional objectives.
  • RG146 accreditation required.


To be considered for this role please apply via this website and I will provide feedback on your application as soon as possible.

Julian Soames

Senior Consultant - Banking and Financial Services