Business Development Associate (BDA)
At BlackRock, providing answers has been our unwavering commitment to clients since we began. With approximately $3.6 trillion in assets under management and offices in 26 countries, we have the brainpower to innovate new ideas and the resources to deliver on them.
Our team represents the passion, energy and entrepreneurial spirit that grew us from a small company to the global firm we are today. Building a career with us goes beyond finance: we pride ourselves on making a difference in the lives of those who entrust us with their savings--the firefighters, teachers, workers, students and retirees who count on us to secure their future.
BlackRock has built its offering around its clients' greatest needs: providing breadth of capabilities - and depth of knowledge – across active and passive strategies, including iShares® ETFs. This is combined with a singular focus on delivering strong, consistent performance and an ability to look across asset classes, geographies and investment strategies to find the right solutions – all backed by the world-class risk-management capabilities of BlackRock Solutions®.
BlackRock is a truly global firm that combines the benefits of worldwide reach with local service and relationships. We manage assets for clients in North and South America, Europe, Asia, Australia, the Middle East and Africa. The firm employs more than 10,100 professionals and maintains offices in 27 countries around the world. Our client base includes corporate, public, union and industry pension plans; governments; insurance companies; third-party mutual funds; endowments; foundations; charities; corporations; official institutions; sovereign wealth funds; banks; financial professionals; and individuals worldwide.
Role Aim/Purpose:
The Business Development Associate will cover a range of duties and responsibilities including Business Development Activities, Marketing Client Service and Account Management.
The Business Development Associate will work closely with the NSW State Manager and Business Development Manager in developing an assigned client panel by identifying business opportunities and positioning all BlackRock products and services.
- Provision of high quality servicing of financial intermediaries within the defined territory under the direction of the State Manager.
- To work with the NSW State Manager in executing the business plan for the State team and contributing to achieving set key performance measures i.e. sales, service and activity levels for the State team.
- Whilst the majority of the BDA's time is envisaged to be office-based, over time this balance may change to reflect the company's needs and ability of the BDA.
Major Responsibilities:
- Provide ongoing support and back up for the relevant BDM and all BDM activities. This would involve the provision of immediate material to follow up all BDM contact, forwarding of relevant or requested information and any contact with Head office staff to resolve any problems identified.
- Assist with the management of client relationships so that they are strong, enduring and supportive of our offerings.
- Maintain and oversee the updating of CIA and Salesforce (the intermediary client database) for the NSW State team ensuring it is an effective marketing tool.
- Respond and deal with phone / email queries from advisers and dealer groups.
- Through time, develop and strengthen existing and new client relationships by maintaining a primary and secondary contact system for key clients.
- Once experienced, deliver office bound, pro-active contact to an identified client base i.e. regional or other nominated adviser group.
- Booking of financial adviser appointments for the BDM team and executing follow-up items from those appointments. Assist with managing the BDM's diaries.
- Assist in resolving client issues relating to transactions, commission payments and financial adjustments.
- Ensure that the NSW State team and internal partners i.e. National Key Accounts and other State teams remain cohesive across all accounts and territories by sharing ideas and committing to superior delivery on respective accountabilities.
- Promote and enhance BlackRock's reputation as enabler of investment outcomes and the premier provider of investment services.
Experience, Skills Knowledge Required:
-
RG 146 Compliant or ability to obtain RG 146 within 6 months of employment.
-
Relevant tertiary or industry-based qualifications.
-
Previous sales experience in relationship management, selling and client service – ideally from within a financial planning or investment management environment.
-
Highly developed communication (both written and verbal) and presentation skills.
-
Proven ability to engage with clients in a professional and effective manner.
-
Superior relationship and client service skills.
-
Strong team orientation and the ability to collaborate across teams.
-
High levels of initiative and a pro-active approach.
-
Ability to manage multiple tasks whilst maintaining high quality of output.
-
Capacity to work under pressure with minimal direction.
-
Proven ability to ensure tasks are completed within agreed timeframes and to the highest quality.
-
Energetic and self-motivated
Leave a Reply
You must be logged in to post a comment.