Business Development Manager - Wealth Management

Job Title: Business Development Manager - Wealth Management
Contract Type: Permanent
Location: Adelaide
Start Date: ASAP
Reference: 2641528 - 2
Contact Name: Toby Walsh
Contact Email:
Job Published: September 03, 2018 15:18

Job Description

The Client:
Our client is a leading financial services provider with a large network of offices across Australia and internationally. Their strategy is aimed at building deep and enduring customer relationships across the financial services industry at both a wholesale and retail level.

Our client is focused on your career progression & development.  They recognise and reward good performance and have an enviable culture of inclusion, integrity and stewardship for their staff and clients.
The Culture:
A big business with a small business feel. Great group of individuals locally who share their knowledge and will work with you to develop your career.  A collaborative team-based approach is driven from every level of the business.  They are entrepreneurial, results focused and educational in their approach.
The Role:
In this role, your primary focus will be on:
  • Managing a panel of adviser relationships to grow sales
  • Promoting their philosophy and products to financial advisers and businesses through outbound and email campaigns and telephone activity 
  • Assisting in preparation and presentation of workshops 
  • To achieve agreed sales targets through growth, retention and conversion strategies with a panel of Advisers to ensure revenue growth and profitability of the portfolio
  • Establish and maintain adviser relationships 
  • To work with selected advisers to implement more significant and advanced business development strategies
About You:
You are engaging and love working with people, have a high attention to detail and can work in a fast-paced environment.  You come from a professional services background and understand the financial services sector and how to engage and influence them to achieve a mutually beneficial outcome.  You want to work within a diverse business and have a persona that appeals to the professional client.  
You are motivated to exceed client expectations, have fabulous face to face manner and possess the following:
  • Undergraduate degree and completion of financial planning planning at the DFS minimum level
  • Have a minimum of 3-5 years proven client contact and sales experience
  • Previous business development and relationship management experience
To be considered for this exciting and rewarding opportunity please click the "Apply" button to forward a copy of resume in strictest confidence.  Alternatively to find out more about this exciting and highly rewarding opportunity please contact Toby Walsh from Ensure Recruitment on 0404971247 or email

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