ETP/ETF Sales Specialist

We are seeking a Sydney-based candidate to call on key personnel and decision makers at Wealth Advisory firms including brokers, private bank/ wealth firms, independent financial advisers and model portfolio managers with a focus on influencing strategy, understanding and usage of MSCI-based ETFs.

Job Purpose:

• This person will play a key role in the expansion of our existing client base by uncovering investment needs, educating targets and presenting solutions as well as identifying and pursuing new opportunities with prospective clients
• The successful candidate will have a proactive attitude to prospecting and overall business development initiatives coupled with a consultative sales approach
• This role will report to our Executive Director of Index/Wealth Advisory Client Coverage-Australia and will collaborate closely with teams across the firm including Index Sales, Research, Marketing and Client Coverage

Your Responsibilities:

• Develop an account strategy and action plan for growing wider recognition of MSCI and acceptance of MSCI-based ETFs.
• Identify and convert benchmark win opportunities including moves to MSCI-based ETFs
• Co-ordinate and structure presentation and marketing materials for client meetings and marketing campaigns
• Expand the existing client database and maintain accurate records of clients meetings and activities in Salesforce CRM
• Provide feedback from clients to Marketing, Sales, Research and Product Development groups
• Manage day-to-day sales process, including maintaining client lists and entering notes in CRM (Salesforce)
• Partner with the index Coverage team to identify new ETF index opportunities. Travel will be required within Australia

Skills and Qualifications:

• Understanding of / experience dealing with advice and wealth channels as well as research and asset consultant houses
• Understanding of ETF and ETP structures as well as their investment management processes
• Strong understanding of the advice process and how to target best opportunities within this space
• Deep knowledge of local and global equity markets, investment strategy and the various uses of indices in the investment process (asset allocation, benchmarking, attribution, analysis etc)
• Superior communication and time management skills with the ability to handle multiple projects
• Proven ability to close sales opportunities in the Wealth advisory/ investment market
• Highly motivated with the ability to work individually and within a small team
• Minimum of 5 years sales experience in the financial services industry with exposure to advice channels and proven record of accomplishment
• Client contacts in the retail advice segment
• Experience with institutional and asset owner/ pension segments will be well regarded
• Bachelors Degree required
• CFA charter holder and/or RG 146 compliant would be advantageous.