Business Development Manager | Portfolio Management & Advice

Summary about this job

Detail information about job Business Development Manager | Portfolio Management & Advice. Terms and conditions vacancy

• Aligned to high performing, compliant solution
• Drive and manage professional relationships for growth
• Exceptional package rewarding growth and retention

The Company
This incredible opportunity is within a private wealth group with an integrated custody, investment management and administration service offering a tax effective managed account structure for clients. They partner with key providers of technology, risk and governance, research and investment consulting ensuring clients are aligned to a high performing, compliant solution. 

A well established mature business with a developed strategy and product that is highly competitive within an environment of significant evolution to institutional advice and funds management. 

The Role
Your responsibility is to educate and influence third party professionals to refer and align clients to a full strategic and investment advice solution.  This will primarily focus on accounting firms, legal firm and corporate relationships.  

Your excellent one on one and group presentation and educational skills, deep financial markets knowledge and influencing skills have set the platform for your success. Your superior drive and desire to engage in the accounting and legal marketplace allow you to enjoy what you do.  You will be responsible for engaging with decision makers, delivering presentations/seminar and managing key accounts.

As an important member of a small wealth management team, you will have input and exposure that is rare elsewhere.

The Culture
A growing business with a professional culture. They are entrepreneurial, results focused and educational in their approach.  As a small team, your inclusion in the decision making process is valued.

The Benefits
This is a great opportunity to be part of a growth sector of the market, develop your profile/career further and be genuinely recognised for your contribution. This will be delivered in two ways, a competitive salary package + a bonus directly linked to your contribution to fund growth.  This bonus is payable on all funds contributed annually with value capitalised when you leave the organisation.  This is a rare model that rewards you not just for growth, but retention well beyond other models in the market. 

About You
You are motivated to succeed whilst understanding that your knowledge and the service experience you deliver to clients is second to none. You have a love and drive for education, client engagement and influencing outcomes. You want to be engaged with people, economics, financial markets and helping build effective portfolios for clients. Your professionalism is evident and your knowledge of financial markets is strong.You are also tertiary qualified with a proven ability and history of exceeding KPI's.

What Next?
You can apply for this role online or, if you prefer to discuss this role in confidence before making an informed decision, please contact Ric Zanetti on 0413020864

Who is Zanetti Recruitment and Consulting (ZRC)?
A Recruitment and Consulting firm exclusively specialising in services nationally to the Financial Services Industry, a market we are deeply passionate about, have an intimate knowledge of, and over 30 years' experience in. We're a dedicated & knowledgeable resource to represent you.

Our promise to you: We respect your privacy and do not represent you to a prospective employer without your permission. We are 100% committed to achieving the right outcomes for you and clients (we have built our business on it).