Apply: Wealth Management BDM

Reference: BH-175965-6
We are working with a Large Financial Services Company to secure a couple of experienced New Business Managers with Financial Services / Wealth sales experience
 
Key Information:
  • Permanent role
  • Strong salary on offer ranging from between $160,000 to $190,000 incl. super
  • Strong STI component 
  • Hybrid work set up
  • Location: Melbourne
 
Your new role:
This role is responsible for growing the new independent advisers’ funds under administration in the client’s flagship platform & master trust products through new business sales. Success in this role will require disciplined execution of a well-considered business plan that aims at deepening and broadening support from a carefully segmented panel of independent financial advisers and licensees
  
Your Responsibilities:
  • Lead the sales effort to grow the opportunities pipeline through developing strong adviser relationships and an understanding of their business objectives
  • Develop new business leads and progress opportunities from new adviser relationships
  • Develop new business leads from relationships with key EFA licensee personnel in your designated state
  • Follow up assigned leads through systems such as LinkedIn and other marketing systems
  • Align sales activities to the agreed focus areas for the business’ Wealth Management
  • Maintain comprehensive, accurate, and timely records of adviser relationship activities using appropriate systems
  • Provide product and system support to advisers to ensure efficiency, effectiveness and customer satisfaction.
  • Personally, responsible for adhering to the risk & compliance framework and to act in the best interest of your customers
 
About You:
  • RG 146 certification (highly desired)
  • 5 years’ experience in financial service industry
  • Solution based selling experience and skills
  • Thorough knowledge of financial marketplace and a good understanding of the challenges and opportunities facing financial advice firms.
  • Self-driven motivation with a hunter mentality and thirst for a challenge
  • Ability to judge market opportunities and the client’s competitiveness in those sectors
  • Evidence of adaptation to a rapidly changing environment
  • A strong understanding of the Financial Planning market including compliance frameworks
  • Proven track record in effectively resolving difficult or complex customer expectations
 
What Next?
To confidentially apply directly via the Apply for this job button. Please apply with your CV in WORD.
For further information on this role contact Eugena Gong on 02 8227 9200 you can also send your CV directly to eugenag@ethosbc.com.au

It is preferred, if you do want to call, that you also apply so I can bring up your CV to discuss the fit
Company Background:

Ethos BeathChapman (EBC) is a global group of executive recruitment experts in Australia, Asia and EMEA, with a broader network beyond. We connect exceptional people to exceptional companies.

EBC’s mid-sized agility and solutions-focused approach enables us to flex where traditional recruitment agencies have failed, and scale beyond the reach of boutiques. Our multidisciplinary expertise covers corporate and specialised functions across Finance, Technology, Commerce and Government recruitment markets, among others.

Established 2005 in Sydney, EBC today has six offices worldwide in Australia, Singapore, Hong Kong, Japan, Netherlands and the UK. Part of the Nikkei-listed Will Group, Inc, we own Quay Appointments and our staffing and managed solutions specialists, CONNECT.

Let’s connect, and make exceptional happen, together: www.ethosbc.com

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