Key Account Manager, Private Wealth - Sydney, Australia - Perpetual Limited

Perpetual Limited

Verified Company

Sydney, Australia

2 weeks ago

Posted by:

Olivia Brown

beBee Recruiter

Description

The role of Key Account Manager, Private Wealth is focused on the development and execution of strategies to engage with the Private Wealth channel to develop new business opportunities and retain existing relationships within our business.

Sounds interesting? Here are some specifics about the opportunity:

Responsible for a portion of net flows in the Private Wealth market
Collaborate with the Head of Private Wealth, Head of Strategic Accounts and Head of Asset Consultants to raise money in your channel
Source leads and new business in target market maintaining a wellbalanced and detailed pipeline of opportunities large enough to deliver our net flow objectives
Grow Perpetual's business in net flow/revenue terms across our priority funds
Drive leads and insights from centres of influence and other market participants
Document and work a strategic annual plan tailored to your target area, with appropriate documentation outlining key clients, opportunities/risk, bottomup build and stakeholders maps
Active input to the sales team meetings and forums to come up with ideas, insights and input to help the team meet our net flow objectives
Responsible for the identification and end to end relationship management and business development within your channel
Support the process in building support for fund ratings, platform additions and model additions Maintain and manage CRM notes, activity and pipeline

To be considered for this opportunity, your qualifications, skills and experience could include:

Relevant tertiary or industry qualifications (FINSIA, DFP)
Degree qualification desirable
CIMA or equivalent strongly preferred
Minimum 3 years relevant experience
Sound understanding of Funds management industry including investment management
Strong technical investment/market knowledge across multiple asset classes
Ability to drive technical investment interaction to enhance sales opportunities

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.