Investor Sales Officer
We are seeking an Investor Sales Officer to join our Private Wealth Division who is able to motivate and help drive our successful sales team.
Summary about this job
New Business Development
Company: La Trobe Financial
Location: Melbourne
Work type: Full Time
Salary: n\a
Phone: +61-3-6922-1516
Fax: +61-7-5571-2611
E-mail: n\a
Site: n\a
Detail information about job Investor Sales Officer. Terms and conditions vacancy
- Melbourne CBD - close to public transport
- Join a friendly and exciting environment
- A leading credit specialist with 65 years of delivering superior service
Our company
La Trobe Financial is one of Australia's leading credit specialist lenders with over 280 staff deployed across offices in Melbourne, Sydney, Hong Kong and Shanghai. Established in 1952, the group has been responsible for in excess of AU$13 Billion of Funds under Management and is considered to be a leading innovator in our chosen sector. The group has net assets of circa $110m and services around 27,000 customers.
We are seeking an Investor Sales Officer to join the Private Wealth Division who has a minimum of 5 years' experience within Financial Services, who is able to motivate, drive, build rapport and deliver excellent customer service in order to meet and exceed their KPI's.
Your key responsibilities will include (but not limited to):
- Maintaining and growing new and existing investor relationships
- Providing superior customer service to investors via telephone or face to face where required
- Acting in a sales role to promote La Trobe Financial's investment products
- Deal with general and specific investment enquiries from investors, financial planners and La Trobe's Authorised representatives
- Promote investment opportunities with investors and other La Trobe Financial Stakeholders
- Regular reporting to the Head of Investor Operations
To be considered for the opportunity to work in a friendly environment within a supportive team you will need to demonstrate:
- Minimum 5 years' experience in a Financial Services or a Retail Branch
- A motivated and proactive approach to drive new business
- Strong organisational and time management skills
- Working autonomously as well as in a team environment
- Decision making ability
- Exceptional interpersonal, negotiating and presentation skills
- The ability to relationship manage, build rapport and credibility with new and existing investors
- Strong customer service and communication skills
- A genuine passion for sales
In return the successful applicant will be joining a vibrant and exciting company
Applications close: Friday 27th of July
Please note, only shortlisted applications will be contacted.