Job Description

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Business Development Manager

Advertiser: Equity Trustees LtdMore jobs from this company

Job Information

Job Listing Date
27 Aug 2019
Location
Sydney, CBD, Inner West & Eastern Suburbs
Work Type
Full Time
Classification
Sales, New Business Development

Business Development Manager

About us - Trusted since 1888

Equity Trustees was established in 1888 and is now one of Australia's largest specialist trustee companies. We help our clients grow, manage and protect their wealth now and for generations to come. As a trustee company, it is our responsibility to always act in our clients’ best interests, ensuring they feel safe, valued, and cared for.

We are committed to providing a workplace that is flexible, rewarding, and supportive of individual development. Just as you will help us grow our business, we will help you grow in your career.

Business Development Manager (Sydney)

About the role:

We are looking for an exceptional Business Development Manager for our Sydney office. Key accountabilities will be:

  • Generating business through the promotion of Equity Trustees' services to clients through our business partners, including; independent financial advisors (IFA) and legal professionals in NSW.
  • Managing key partner relationships. Identify potential new business partners, analyse their needs and develop solutions. 
  • Managing key client relationships, in both the legal and IFA channels.

Duties will include:

  • Identify and facilitate sales opportunities between existing stakeholders
  • Follow up new opportunities to secure business directly with clients and refer to relevant teams
  • Prepare proposals in response to RFPs.
  • Attend meetings/conferences to build relationships and identify new opportunities
  • Develop stakeholder relationships with specific intermediaries (financial planners, external advisors, legal firms) to identify new opportunities
  • Provide input into marketing and business development strategies
  • Maintain high level of product knowledge
  • Prepare presentations/documentation for new opportunities.

What you'll need to succeed:

  • Tertiary qualification in business, finance, legal or related field.
  • Strong financial advice background including an Advanced Diploma of Financial Advice.
  • RG146 Compliant.
  • Demonstrated knowledge of trustee services highly regarded.
  • Proven ability to develop strong relationships with both internal and external clients.
  • Demonstrated track-record in client facing role, preferably within a trustee or professional services environment.
  • Strong organisational and role modelling skills and exceptional detail focus.
  • Empathetic and resilient character. 
  • Continuous improvement mindset.
  • Ability to organise / prioritise tasks and work efficiently and independently.
  • Exceptional computer skills.

What we can offer you:

  • A warm, open and supportive culture
  • An attractive remuneration package, including reward and recognition programs
  • Paid parental leave and flexibility to help you achieve balance in your life
  • An employee wellness program, including discounted health insurance and an employee assistance program
  • An individual learning and development budget to help you grow
  • A workplace volunteering and giving program to enable you to help others in the community
  • Group Salary Continuance insurance to protect you when you need it most
  • Discounted tax and estate planning services
  • Great central CBD location, new office fit out and end of trip facilities.

Equity Trustees is 130 years strong - and growing. Apply now to be part of a successful contemporary trustee company!

Agencies please note that this vacancy is being managed directly by the Equity Trustees’ HR team. We will contact our preferred agency partners should we require additional support. Thank you

If this sounds like the job for you, please apply with cover letter and resume.

 

About us - Trusted since 1888

Equity Trustees was established in 1888 and is now one of Australia's largest specialist trustee companies. We help our clients grow, manage and protect their wealth now and for generations to come. As a trustee company, it is our responsibility to always act in our clients’ best interests, ensuring they feel safe, valued, and cared for.

We are committed to providing a workplace that is flexible, rewarding, and supportive of individual development. Just as you will help us grow our business, we will help you grow in your career.

Business Development Manager (Sydney)

About the role:

We are looking for an exceptional Business Development Manager for our Sydney office. Key accountabilities will be:

  • Generating business through the promotion of Equity Trustees' services to clients through our business partners, including; independent financial advisors (IFA) and legal professionals in NSW.
  • Managing key partner relationships. Identify potential new business partners, analyse their needs and develop solutions. 
  • Managing key client relationships, in both the legal and IFA channels.

Duties will include:

  • Identify and facilitate sales opportunities between existing stakeholders
  • Follow up new opportunities to secure business directly with clients and refer to relevant teams
  • Prepare proposals in response to RFPs.
  • Attend meetings/conferences to build relationships and identify new opportunities
  • Develop stakeholder relationships with specific intermediaries (financial planners, external advisors, legal firms) to identify new opportunities
  • Provide input into marketing and business development strategies
  • Maintain high level of product knowledge
  • Prepare presentations/documentation for new opportunities.

What you'll need to succeed:

  • Tertiary qualification in business, finance, legal or related field.
  • Strong financial advice background including an Advanced Diploma of Financial Advice.
  • RG146 Compliant.
  • Demonstrated knowledge of trustee services highly regarded.
  • Proven ability to develop strong relationships with both internal and external clients.
  • Demonstrated track-record in client facing role, preferably within a trustee or professional services environment.
  • Strong organisational and role modelling skills and exceptional detail focus.
  • Empathetic and resilient character. 
  • Continuous improvement mindset.
  • Ability to organise / prioritise tasks and work efficiently and independently.
  • Exceptional computer skills.

What we can offer you:

  • A warm, open and supportive culture
  • An attractive remuneration package, including reward and recognition programs
  • Paid parental leave and flexibility to help you achieve balance in your life
  • An employee wellness program, including discounted health insurance and an employee assistance program
  • An individual learning and development budget to help you grow
  • A workplace volunteering and giving program to enable you to help others in the community
  • Group Salary Continuance insurance to protect you when you need it most
  • Discounted tax and estate planning services
  • Great central CBD location, new office fit out and end of trip facilities.

Equity Trustees is 130 years strong - and growing. Apply now to be part of a successful contemporary trustee company!

Agencies please note that this vacancy is being managed directly by the Equity Trustees’ HR team. We will contact our preferred agency partners should we require additional support. Thank you

If this sounds like the job for you, please apply with cover letter and resume.

 

The application form will include these questions:
  • Which of the following statements best describes your right to work in Australia?
  • How many years' experience do you have as a business development manager?
  • Do you have experience with solution selling methodologies?
  • What's your expected annual base salary?

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