Business Development Officer, Institutional Sales

Role Objective:

The key objective for the Business Development Officer is to provide professional sales support to the Institutional Sales Team that ensures a level of excellence is presented to all clients and stakeholders, to deliver great service in all areas of its operation and to help the team achieve annual sales targets.

The role primarily involves supporting the Institutional Sales Team in a variety of business development functions, including helping to meet sales targets, maintaining and building new and existing relationships with key clients and organising events. It is envisaged this role will manage some relationships.

Key Responsibilities / Accountabilities:

Responding to client queries and forwarding information, escalate client issues to relevant team member
Maintenance of Account Plans
Managing and coordinating the RFP Process to successful completion
Produce documents, marketing material, reports and presentations to a high standard
Work closely with Sales team to implement and formulate sales strategy as well as initiate forward planning
General reporting and analysis of both internal and external clients
Maintain relevant databases and adviser contact lists in Salesforce
Coordination and involvement in client events and sponsorships e.g. boardroom lunches, breakfasts, seminars, golf days, dinners etc.
Design and maintain Institutional Sales calendar, ensuring alignment with sales strategy. Attend client meetings as appropriate and ensure follow up actions are in place
Provide activity reporting to our Business Manager for Board reporting
Coordinate production of internal reports to CEO and investment teams
Training – attend interstate team off-sites when required
Co-ordinate registration and participation at industry conferences/events and attend when required
Compose correspondence, internal & external – letters, memos, file notes etc
Liaise with other BTFG and BTIM departments as required


Key Relationships:

Head of Private Bank / Broker Sales
Institutional Sales Team
Head of Sales & Marketing
Product and Marketing Team
Portfolio Managers/Analysts, Assistants
All internal staff and external stakeholders

Core Values:

High performance


Degree in Commerce, Finance or related discipline

Skills & Experience

At least 3-5 years previous experience in Financial Services
Sales experience desirable
Advanced Excel and PowerPoint
Strong administration skills, including excellent phone manner
Attention to detail
Strong oral and written communication skills (use of appropriate grammar and vocabulary)
Strong communication skills


Personal Attributes

Excellent relationship and presentation skills Organisational effectiveness -have the ability to ascertain client requirements and deliver a solution
Able to prioritise and meet multiple deadlines under pressure
Strong communication skills
Ability to negotiate
Good decision making skills
Team player
Proactive, punctual and reliable
Highly organised and professional

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Investment Analyst - Australian Equities

Australian Equities

BTIM Australia has core investment management capabilities in Australian Equities across a range of portfolio types, including large cap core, concentrated, tax effective, small caps and responsible investments.

An opportunity has arisen for an Investment Analyst with astute critical thinking to join the Australian Equities team.

The Role:

The Investment Analyst will be focused on bespoke projects across multiple sectors to build a broader knowledge of industry and management strategies.  Key accountabilities include:

–  Identifying money making investment opportunities which will contribute to fund performance

–  Analysing and assessing industry structures and company strategies and forming views on future outcomes for returns on capital

–  Clear succinct articulation of views, with clarity around both drivers and risks to views

To be successful in this role, applicants will need the following:

–  Tertiary qualification in economics, finance or commerce

–  Minimum 3 years’ experience with a background in investing, Financial Services, Professional Services or Mergers and Acquisitions

–  Critical thinking and analysis with the ability to distil conclusions

–  Ability to research, analyse and critique industry structures and company strategies

–  Strong mathematical foundations

–  Strong understanding of financial modelling

–  Understanding of the Financial Services industry and financial markets knowledge

To submit your application, in strict confidence, please direct your application to Kerry Rossborough

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Expression of Interest

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  • Accepted file types: pdf, doc, docx.
  • Accepted file types: pdf, doc, docx.