Introduction

This position is primarily responsible for developing new to firm relationships with private investors to increase available funds under management.



Roles & Responsibilities

Business Development:

• Develop bespoke sales and marketing strategies for target new investor groups within region
• Research, identify and engage with target clients
• Embed ongoing CRM strategies for identified client relationships
• Present relevant and compelling investment information to internal stakeholders and clients
• Credibly represent the views and investment objectives of project or funds
• Create and nurture new referral channels
• Ensure capital raised aligns to deal flow and fund requirements

Relationship Management:

• Nurture relationships with existing clients and known private investors
• Maintain regular and systematic contact outside of investment opportunity
• Present investment opportunities, influence decisions and close deals
• Develop strong relationships reflecting a trusted and influential investment manager



Selection Criteria

Culture Alignment:

We value:
• Success
• Ownership
• Agility
• Relationships
• Integrity
S.O.A.R with Integrity

Interpersonal / Communication Skills:

It is essential that the incumbent of this role possess the ability to:
• Build strong relationships based on trust and respect
• Communicate effectively (written and verbal)
• Present critical argument supported by factual evidence
• Persuade and influence the thoughts and actions of others
• Articulate and persuasively present critical argument
• Build rapport and professional credibility

Education, Experience, Skills & Knowledge:

• Demonstrable success in a sales role
• Strong understanding of the private investment and high net wealth community
• Established relationships across a private investor network
• Strong experience developing and managing customer relationships
• Up-to-date knowledge of Australian financial markets
• A relevant Degree in Law, Commerce or Business (finance related discipline)
• Significant Financial Services or Commercial Property experience (Banks, Financial Institutions, Private Investment Firms / Groups or related professional)

Personal Competencies:

• Strong stakeholder management skills
• Well-developed professional networks combined with the ability to develop and nurture new relationships
• Ability to present critical argument, negotiate and influence executive level stakeholders
• Ability to work effectively under pressure and meet tight deadlines
• Ability to plan effectively and take accountability for delivering results
• Good lateral thinker able to develop creative solutions
• Commitment to high standards of client service with a balanced focus on the commercial priorities
• Acts ethically and with unquestionable integrity
• Desire and willingness to strive to achieve optimal results
• A flexible and agile approach
• A continual improvement mindset