Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Tailor your resume to this Business Development Manager (Investment Sales) role.
Rezi rewrites your resume against Colonial First State's job description. Free.
Tailor your resume to this Business Development Manager (Investment Sales) role.
Rezi rewrites your resume against Colonial First State's job description. Free.
Don't guess if your resume is good enough.
See how it scores against the Business Development Manager (Investment Sales) posting at Colonial First State — free, in seconds.
Don't guess if your resume is good enough.
See how it scores against the Business Development Manager (Investment Sales) posting at Colonial First State — free, in seconds.
About the Role
This role sits within the Distribution business unit at CFS, encompassing the strategy and execution of Managed Account and Alliance Partner funds. The objective is to deliver net sales and revenue growth for CFS through targeting new revenue channels, clients, and commercial relationships. You will be responsible for the sales growth of Alliance Partner funds and the CFS suite of products, requiring you to build and grow strong relationships with financial advisers, private banks, and research professionals.
Responsibilities
- Leverage strong relationships with financial advisers, consultants, and wealth businesses to achieve sales outcomes.
- Expand opportunities with existing clients to support long-term partnerships.
- Contribute to presentations and client pitches as a subject matter expert on alliance partner strategies and CFS managed accounts.
- Enact targeted campaigns and promotion of specific investment products.
- Manage key IFA dealer group research relationships, including campaigns, pitching, and presenting strategies.
- Drive consistent external activity to meet strategic objectives and sales outcomes.
- Develop and implement strategic sales plans to achieve company sales targets using data-driven insights.
- Execute national roadshows for investment manager representatives to promote products through various channels.
- Participate in networking events and industry conferences.
Requirements
- Solid experience servicing existing clients and identifying new business opportunities in the investment management industry is essential.
- Highly self-driven, proactive, resilient, and motivated to work at pace.
- Excellent stakeholder management and influencing skills.
- Clear and articulate communication skills, both written and verbal.
- RG146 compliant or willing to obtain.
- Driver’s license and own vehicle is required.
- Full work rights in Australia required.
Skills
- Sales growth
- Relationship building
- Financial adviser engagement
- Private bank engagement
- Research professional engagement
- Stakeholder management
- Influencing
- Communication (written and verbal)
Location
- Sydney
Work Type
- Onsite
Experience Level
- Experience servicing existing clients
- Experience identifying new business opportunities
Education Level
- Relevant tertiary qualifications or postgraduate qualifications, such as MAppFin, CFA or CIMA, will be highly regarded.
Benefits
- Access to CFS Employer Super with an expansive investment menu and flexible insurance solutions
- Support with financial services, including discounts on home loans and daily bank accounts
- Access to 24/7 confidential support covering safety, medical, and mental health services
- Additional leave day to celebrate your birthday
- Life Leave - 3 days per annum to focus on your wellbeing or celebrate a special event
- Exclusive discounts on retail, travel, and entertainment
About the Company
- CFS values expertise, passion, and diversity.
- The foundation of CFS's success lies in its exceptional people.
- CFS believes in celebrating individuality, has a passion for high performance, and creates an environment where employees can unleash their full potential.
- CFS people enable the organisation to make a difference and deliver exceptional experiences to help customers achieve financial freedom.
- CFS is committed to creating a thriving environment where individuals can flourish.
- Success at CFS is built upon strong teams, and the company is dedicated to celebrating uniqueness, championing individuality, and supporting a diverse and inclusive workforce.
- CFS believes that when you can truly be yourself, you can unlock your full potential.
Equal Opportunity
- Background checks (including Police, Employment, Bankruptcy checks, ASIC banned and disqualified persons) will be completed prior to the final preferred candidate’s employment being confirmed. The outcomes of the background checks do not preclude the preferred candidate, however, they will be assessed against the inherent requirements of the role.