BDM - Platforms
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BDM role focusing on selling platform products to Boutique IFA's nationally.
Summary about this job
Funds Management
Company: Profusion Group Pty Ltd
Location: Sydney
Work type: Full Time
Salary: Attractive salary package
Phone: +61-8-7664-6189
Fax: +61-7-4716-3042
E-mail: n\a
Site: n\a
Detail information about job BDM - Platforms. Terms and conditions vacancy
Company OverviewOne of Australia’s leading financial services organisations which truly have a high performing and collaborative culture and ensuring they protect and value their client's interests.
Role Overview
You will be responsible for the distribution of a range of unique and sophisticated suite of investment and platform solutions to Boutique IFA’s.
Responsibilities
- Prospecting for new clients and identifying opportunities across NSW region
- Increase FUM across Asset Management and Platforms
- Building long-term relationships and supporting your clients' business through the provision of product solutions
- Collaborating with peers within the broader network - identifying leads and maximising opportunities across the Group.
- Attend industry events positioning the brand and its products in the best manner possible
- Set your sales strategy with a strong long-term pipeline view
- 3 years + in the distribution of investment and/or platform products to the NSW intermediary market
- An understanding of the financial services industry, including asset allocation, SMSF's and the use of gearing and derivatives.
- Thorough knowledge of financial markets, industry trends and natural interest of macro-economic trends
- Knowledge of dealers and advisers
- Knowledge of products used by advisers
- RG146 compliant
- Tertiary qualification in a related field
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