Job Purpose:
- The primary role for the Business Development Associate is to support the ETF Distribution team in a broad range of business development activities which lead to achieving our financial objectives
- The role involves supporting a combination of administrative and business development support functions, including maintaining Salesforce, compiling management reporting and general support for the distribution team.
Your Responsibilities:
- The timely and accurate completion of the CRM and sales pipeline, and associated reporting to management
- Various sales administration functions (such as maintenance of contact registers, competitor analysis register)
- Adhoc and ongoing data requests e.g. verify and maintain documentations, coordinate RFP, conduct market research, competitor analysis
- Preparation of materials for client meetings and complete the subsequent follow up requests.
- Assistance with the execution of marketing campaigns and client events
- Sales support to key clients.
Skills and Qualification:
- Self-starter
- Strong financial acumen
- Strong communication skills
- Teamwork
- Integrity
- Respect
- Commitment to detail
- 2-3 years’ financial services experience (ideally RG146 compliant)
- Results oriented
- Excellent relationship skills
- Organisational effectiveness – ability to ascertain client requirements and deliver a solution persuasively
- Ability to prioritise and meet multiple deadlines under pressure
- Strong communication skills with the ability to question the “status quo”
- Good business acumen
- Demonstrates attention to detail and achieves quality results
- Good decision making skills
- Ability to work effectively within a team
- Desire to understand the Wealth/ETF/investment landscape
- Positive attitude and willingness to take up challenges.
Source: for more information click here.