Strategic Accounts Associate - Sydney, Australia - Perpetual Limited

Perpetual Limited
Perpetual Limited
Verified Company
Sydney, Australia

1 month ago

Olivia Brown

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Olivia Brown

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Description
Work for a growing global brand- Engage with stakeholders at all levels- Manage and Analyse information and identify sales opportunities


In this role you will have the opportunity to provide support to the Head of Asset Consultants and Strategic Accounts, Head of Asset Consultants and Strategic Account Manager to ensure we provide the highest level of service to our clients.

Sounds interesting? Here are some specifics about the opportunity:

  • Provision of a superior level of support for National Accounts
  • High quality drive and management of sales activity
  • Quality analysis and management of information
  • Co-ordinate appointments and work closely with the CRM
  • Provide client service to external stakeholders, including advisers, key contacts, and clients (which includes the communication of fund performance, stocks and general market economics)
  • Manage and analyse information including funds flow, approved lists, and reports which identify sales opportunities
  • Provide detailed analysis on Perpetual products and our competitors
  • Plan and coordinate client functions with marketing
  • Manage projects
  • including assistance with completion of National account plans, state-based initiatives within dealer groups and sponsorship requests
To be considered for this opportunity, your qualifications, skills and experience could include:

  • Intermediate in Microsoft word, Excel, and PowerPoint
  • Relevant tertiary or industry qualifications (eg. DFP / FINSIA courses)
  • Studying CIMA or equivalent preferable
  • Demonstrated effective time management skills
  • Superior organisational skills
Our opportunity We'd love to learn more about how your interests and experience could be a fit.

Here at Perpetual, we are committed to supporting a flexible working environment enabling you to work how and where you work best.

Our benefits

  • Two weeks additional paid leave for Wellbeing & Community Leave
  • Market competitive Parental Leave
  • Access to our Wellbeing Benefits and Perpetual Discounts providing discounts and special offers on entertainment, clothing, homeware, gift cards, technology, travel, dining and more
Why join us? You'll be joining a growing client-focused and collaborative global team with a values and purpose-driven culture.

Each and every day our people bring to life our enterprise behaviours - Stretch, Own It, and Make an Impact.

We value Diversity and Inclusion and know that the unique backgrounds, experiences, and perspectives of our people contribute immensely to the delivery of our purpose and strategy.

We're living this commitment as a WGEA Employer of Choice for Gender Equality and have a growing number of employee-led networks to raise awareness and promote Diversity and Inclusion at Perpetual.

We are extremely proud to work directly with over 23 Aboriginal language groups in various communities across Australia and we pay our respects to all Aboriginal and Torres Strait Islander People:
and to their Elders past and present. Aboriginal and Torres Strait Islander People are strongly encouraged to apply.
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