Wealth Fund Sales Consultant - Sydney, Australia - Chandler Macleod

Chandler Macleod

Verified Company

Sydney, Australia

1 week ago

Posted by:

Olivia Brown

beBee Recruiter

Description

As one of the Australia's largest providers of human resources solutions, Chandler Macleod has a proven track record of unleashing potential in people and companies.

For over 40 years Chandler Macleod's recruitment business has connected leading-edge projects and employers with outstanding business professionals.

Our client is seeking to engage Wealth Fund Sales Consultants within their team located at Sydney CBD.
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Located at Sydney CBD, Base Pay 100k - 110k + Super + Comms:

Great Commissions paid monthly:

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Leads Generation team to assist you

Position Overview

The purpose of the role is to improve the organization's market position and to achieve financial growth via new client acquisition and increased funds under management.

Duties and Responsibilities:

New Business Development

- develop and execute a business development plan to achieve funds under management (FUM) targets
- prospect for potential new clients within the B2B sector, including financial planners, accountants, mortgage brokers, insurance brokers and build strategic alliances.
- develop and further strengthen relationships with key high net worth/ prominent individuals within government, associations, charities, special interest groups.
- develop business as appropriate to ensure a robust pipeline of opportunities and identify key decision makers within the client organisation.
- meet potential clients by growing, maintaining, and leveraging professional networks
- participate and assist with cross marketing campaigns
- build relationships with new clients
- plan approaches and pitches. Work with key advisors and the Associate Director to refine proposals and positioning to best suit target client.

Client Retention
Oversee Account Management process to ensure smooth account set up and maintain up to date records in the CRM (Customer Relationship Management) program to track client satisfaction levels
Business Development Planning
Attend industry functions, such as association events and conferences and provide feedback and information on market and trends
Present to and consult with senior management on trends with a view to enhancing service offerings and sales channels
Using knowledge of the market and competitors, work with Marketing and the CEO to identify and develop the company's unique selling propositions and differentiators
Identify opportunities that will lead to increase (FUM).
Management and Research

- submit weekly progress reports and ensure data is accurate
- ensure data is accurately entered and managed with the CRM system
- forecast FUM and resulting trading revenue on a weekly and monthly basis
- oversee Account Management process and CRM program to identify issues to ensure smooth account set up and client satisfaction levels are met