Account & Relationship Management (Banking & Financial Services)Full timeAre you ready to be part of an organisation that values expertise, passion and diversity? At CFS we know that the foundation of our success lies in our exceptional people. We believe in celebrating individuality, have a passion for high performance and creating an environment where you can unleash your full potential. Our people enable us to make a difference and deliver exceptional experiences to help our customers achieve financial freedom.Your TeamThe overall objective of the Investment Sales team is to deliver net sales and revenue growth for CFS through targeting new revenue channels, clients, and commercial relationships. The Investment Specialist sits within the Distribution business unit at CFS which encompasses the strategy and execution of our Multi-Asset and Alliance Partner funds and our internal investment management capability. Your role reports to the Executive Director, Investment Sales who is a member of the Distribution leadership team.Your ResponsibilitiesResponsible for driving sales into CFS Alliance Partner and multi-asset funds, through targeted campaigns and promotion of specific investment products.Achieving individual sales targets across relevant product lines.Account management with CFS Alliance Partners or CFS Investments Team.Executing national roadshows for investment manager representatives to further promote products through various channels.Account management with key retail research houses to achieve highest research rating feasible on relevant investment products.Ownership of the research review process for investment products.Develop and implement strategic plans for improving research ratings for investment products.Guiding investment management teams to drive better ratings and sales outcomes with researchers.Account management of key dealer group research relationships, including driving campaigns, APL inclusions, pitching and presenting our strategies.Supporting presentations and pitches for broader distribution business including new business, platform sales, corporate superannuation teams.Your Capability and ExperienceExperience in the wealth management industry, with relevant experience in distribution, investments or advice favourable.Clear and articulate communication - both written and verbal.Sound understanding of investment management/wealth management industry.Understanding of investment structures, funds management and Platforms.Ability to identify and understand client needs and respond in a timely, professional manner.Good knowledge of Alliance Partner and CFS Investments products offered and a willingness to enhance this understanding.Excellent stakeholder management and sales skills.Post-graduate qualifications in Finance (e.g. MAppFin, CFA, CIMA etc.) will be highly regarded.What to ExpectAt CFS, you'll be working among the very best in the wealth management industry. It's an inspiring environment that encourages development and celebrates success. Other things to look forward to:Access to CFS Employer Super, which offers an expansive investment menu and flexible insurance solutions.Life Leave - 3 days per annum.Support with financial services, including discounts on home loans and daily bank accounts through our partnership with a leading financial institution.Access to 24/7 confidential support covering safety, medical and mental health services.Additional leave day to celebrate your birthday.Exclusive discounts on retail, travel and entertainment.CFS CultureAt CFS we are committed to creating a thriving environment where individuals can flourish. We believe that success is built upon strong teams, and we are dedicated to celebrating uniqueness, championing individuality and supporting a diverse and inclusive workforce. We believe that when you can truly be yourself, you can unlock your full potential.Apply today and join us in helping Australians to achieve their financial freedom.Please note, CFS requires all candidates to have full work rights in Australia.Where we have preferred candidates, 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.This role is based on Gadigal land (Sydney).
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