Job Details
  • ReferenceBH-101131-3
  • LocationSydney CBD
  • SalaryOTE $200K +
  • Job TypeFull Time
  • Posted15 days ago
  • ConsultantAnson Lam
The Company:
Our client is an investment banking/services firm that helps Australians have greater control and confidence in their investments on the ASX. They work in the equity markets and provide general advisory to clients regarding opportunities in the market. They work with a diverse range of clients including corporations and high net wealth individuals. 

This is a heavy sales role with warm leads provided to you social media; TV and marketing from the team The role is to development and execute a business plan to increse their Funds Under Management (FUM)

The Key Duties:
  • Develop new relationships with HNW and prominent individuals within government, charities and associates 
  • Work with existing clients to further strengthen the relationship and increase FUM
  • Participate and assist with cross marketing cmpaigns 
  • Networking - attend industry functions to pitch the brand and learn about market and trends
  • Work with warm leads (there are leads lining up needing to be contacted)
  • Forecast FUM and trade revenue on a weekly and monthly basis

Skills & Experience:
  • Experience in Funds/wealth management / banking is preferred
  • 3+ years in Sales / Business Development is essential
  • Must care deeply about helping people and putting this ahead of revenue and dollars
  • Open to candidates with experience setting up their own business and ability to generate and close deals
Please send through your resume to if you are interested in this opportunity.