Location - Level 18, Suite 3, 201 Elizabeth Street, NSW 2000 AustraliaOpen Dates – 25 September 2024 to 25 October 2024Role Description - Work with Retail Sales Office to sell various investment vehicles including Client-managed derivative trading accounts traded on margin. Assist the Sales staff with complying with local financial industry regulations related to marketing and dealing in Contract-for-Difference products with retail and wholesale customers, while growing the company's client base in a sustainable and compliance-based manner.Specific ResponsibilitiesRecruiting and training new sales staffSupervising, motivating, and monitoring team performanceAssist in developing process improvement, service deliveries and new productsPlanning of budgets, manpower and departments ongoing needsMaintain excellence in quality standards and improved sales growthIdentify risks and improve controlsMonitor compliance with AML/CTF legislation, policy, and proceduresMaintain a high level of ethical standards, conduct and valuesPosition appropriate products -- through balanced presentations -- to each client's current needs and long-term financial strategy, including sell advice and portfolio planningMeet and/or exceed sales performance minimums on both a quarterly and annual basisIdentify and follow-up on all opportunities to establish customer relationships including prospecting, lead utilization, and local market/community involvementBuild and maintain strong client network and pipeline through referrals and solicitation of active and prospective client baseResponsible for driving branch customer appointments and phone sale opportunitiesExperience pitching trade ideas and quoting prices and dealing financial contracts to clients wanting to place trades by offering up-to-date, accurate informationEnsuring prices through platform are 'at market' and resolving pricing, system issues as they ariseAbility to work autonomously in a multinational team cultureCompliance Savvy, RG146 qualification is mandatoryQualifications/Experience Required8-10 years of investment-based sales and relationship management experienceEstablished track record of results and success in providing advice and consultation as well as sustaining and expanding client relationshipsProven success in positioning appropriate solutions and strategies for clientsAbility to communicate investment strategies in a clear and concise manner to retail clients and business partners that enables clients to make informed investment decisionsExperience presenting solutions to clients and prospects through face-to-face/phone meetingsUnderstanding of current regulatory requirements in the financial industryProactive team player able to work in a fast-paced environment#J-18808-Ljbffr
