Business Development Coordinator recruitment
Macquarie Funds Group (MFG) is Macquarie Group's funds management business. MFG is a full-service asset manager, offering a diverse range of capabilities and products including infrastructure and real asset management, securities investment management and structured access to funds, equity-based products and alternative assets. The group had $A324 billion in assets under management as at 30 September 2011.
MFG has been managing assets for pension funds, institutions and retail investors since 1980 in Australia and 1929 in the US (through Delaware Investments). MFG has global reach, with a team of approximately 1,600 staff in Australia, Asia, the UK, Europe and the US, including US-based subsidiary Delaware Investments.
MFG has the following business divisions:
- Macquarie Investment Management
- Macquarie Infrastructure and Real Assets
- Macquarie Specialised Investment Solutions
Macquarie Specialised Investment Solutions (MSIS) manufactures and distributes a range of fund and equity-based solutions including capital protected investments, fund-linked products, retirement income options, alternative funds, residential real estate products and annuity reinsurance offerings. The division is recognised for product innovation, with a strong track record of delivering tailored solutions to the market
We are currently seeking a Business Development Coordinator to join the Melbourne sales team to support four Business Development Managers. The main responsibilities for the successful candidate will be to support the BDMs in being more efficient in their roles and supporting the engagement of external Financial Adviser clients. This is an excellent opportunity for a self starter to gain experience in a sales environment.
The successful candidate will be responsible for assisting the BDMs with a variety of responsibilities including:
- Sales support activities:
- Management of the CRM system including ensuring data is accurate and updated regularly
- Providing support on initiatives to build long term relationships with new and existing financial advisers
- Maintaining a strong knowledge of BDM business plans, targets and activity towards achievement of same
- Assisting in achievement and ongoing tracking of volume, leads and budgets.
- Client services activities:
- Developing and maintaining good relationships with financial advisors and internal clients
- Responding to client enquiries and resolving issues as appropriate.
- Initiating contact with financial advisers to book in meetings on behalf of BDMs
- Event management /promotions/sponsorship for all client functions held by the BDM team
- General administrative activities such as Diary Management, Travel booking management and Processing of expenses
- Collation of materials for client presentations including preparing information packs
Required skills and experience
- Relevant tertiary qualifications in commerce, finance, accounting or a related discipline
- Experience in a client service position within a financial services environment
- Excellent communication skills and the ability to develop rapport with a broad spectrum of people
- Confidence to make cold calls and develop client relationships over the phone
- Excellent organisational and time management skills
- Understanding and interest of the investment markets
- Intermediate user of Excel and other Microsoft packages.