BDA – Established Global Financial Services Firm

Business Development Associate – Distribution – Sydney – Ref 12499

A rare opportunity to join the new division of a global financial services firm has arisen. Our client is a household name looking to distribute an innovative suite of new investment and retirement products within the Australian market.

As a Business Development Associate, you will work with the senior team to provide business development and marketing support, research, and client services, with a clear pathway into sales to develop your career.

Your role will be to support the national sales team, servicing the retail/wholesale sector. You will be able to leverage the vast resources (financial and otherwise) and pool of stakeholders across the broader network, collaborating heavily with both your immediate and less direct colleagues. You will be heavily involved in proactively contacting prospective clients, managing existing clients, creating content, organising presentations and events, reporting and data analytics, and contributing to further product and business development projects.

You will have 2-5 years’ experience within financial services or asset management, with a passion for investments, solution selling and innovation. You will be driven by building, by educating, by sharing ideas and by working within a dynamic, flexible and evolving environment.

Experience in data analytics will be highly regarded, as will the ability to confidently use Salesforce. Given the complexity of the products, there will be significant need to inform, requiring teamwork and a sharp, knowledgeable and technically-minded distribution team.

A partly or fully completed CFA or other relevant further study would be extremely welcome.

The opportunity to join a start-up style business within a global powerhouse is unique and the flexible, entrepreneurial ecosystem will be hugely stimulating for those who are that way inclined. Your voice will be heard and the chance to progress into sales (or otherwise) is most definitely there. This is a long-term project for the firm, with unlimited upside for a motivated individual.

You must have full Australian working rights to apply for his role.

Please contact Chris Smythe on 0458 602 749 or

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