Senior Relationship Manager

About the role

This a pure Business Development Role. No Account Management.

Working as part of an institutional sales team, you'll be responsible for identifying and developing new business opportunities, building a pipeline of prospective clients and communicating investment solutions to the market. You'll engage with senior decision-makers, develop a strong understanding of their investment objectives and articulate investment strategies with credibility. The role offers exposure to a broad range of investment products and the opportunity to make a tangible contribution to the growth of the business. Regular travel across Australia and New Zealand will be required to develop relationships and meet prospective clients.

Key responsibilities

• Originate and develop new business opportunities across the institutional and investment markets.
• Build and maintain a strong pipeline of prospective clients through proactive outreach, networking and relationship development.
• Engage senior stakeholders and investment decision-makers, establishing credibility and identifying potential investment opportunities.
• Present and communicate investment strategies and solutions, translating complex investment concepts into clear commercial propositions.
• Develop a thorough understanding of financial markets, portfolio construction and investment products, including equities and fixed income.
• Manage opportunities through the sales cycle, from prospecting and initial engagement through to progressing new business.
• Build and maintain relationships with key market participants, consultants and other relevant industry contacts.
• Work collaboratively with internal investment and client service teams to support business development and client engagement.
• Monitor market developments and identify opportunities to expand the business's presence across Australia and New Zealand.

About you

• Significant experience in institutional sales, investment management, asset management distribution or investment-related business development.
• A proven track record of originating opportunities, developing client relationships and contributing to revenue or asset growth.
• Strong knowledge of investment markets and products, ideally spanning equities, fixed income, funds, ETFs or investment solutions.
• Confidence engaging senior investment professionals and other sophisticated stakeholders.
• Excellent presentation, negotiation and communication skills.
• A proactive, resilient and commercially driven approach, with the confidence to initiate conversations and develop new relationships.
• The ability to work autonomously while contributing to a collaborative, performance-oriented team.
• Willingness to travel across Australia and New Zealand as required.

Benefits

• The opportunity to join a global investment management business with an established international presence.

• A senior, commercially focused role with genuine responsibility for business development.

• Exposure to sophisticated investment strategies and financial markets.

• The opportunity to further develop your career within investment sales and distribution.