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Business Development Manager - Wealth

MyState Limited - North Hobart, TAS

Banking & Finance
Source: uWorkin


Proud heritage, exciting future.

TPT Wealth is a major provider of financial products and services including Managed Investments, Wills and Estates and Commercial Lending. We’ve been playing the long game since we established back in 1887. We are also a Trustee Company authorised under the Trustee Companies Act 1953 and a wholly owned subsidiary of MyState Ltd. Our vision for Wealth is to become a national business known as an income fund management specialist as well as for our Trustee services including estate planning and advice. We want to provide our clients with simple, contemporary products and services enabled by digital technology to assist investors with 24/7 access to our managed funds.

Why TPT Wealth?

We have a strong track record of managing investments on behalf of our clients for over 30 years. Just one of the reasons why: ‘we are the long game’. We also navigated many economic cycles and came out the other side strongly. Throughout our history, our Funds Management team have professionally managed our income funds delivering reliable and stable returns to our broad range of investors. Reporting directly to the Head of Distribution and based in Sydney, the Business Development Manager – Wealth is responsible for creating new investor relationships to lead to the growth of TPT Wealth’s Income funds nationally. You are expected to have strong knowledge of Asset Management and proven record of sales, business development and relationship management.

The Business Development Manager – Wealth is responsible for:

  • Building TPT Wealth’s profile in the broader community;
  • Building, managing and maintaining a sales pipeline of new business opportunities and converting these opportunities to achieve targets;
  • Undertaking negotiations with key stakeholders, including clients and potential clients;
  • Maintaining effective internal relationships to support new business & retention activities;
  • Working with key stakeholders within the business to understand and leverage from existing sponsorships and relationships to gain further business.

To be successful in this role, you will have:

  • 5+ years’ experience in financial services preferably with 2-3 years’ experience in business development roles
  • Technical experience in fixed income and credit markets would be desirable however other asset class experience is considered suitable
  • Preferably a network in the wholesale, corporate, not for profit, family office and SMSF space,
  • Tertiary qualifications in a relevant field are desirable;
  • Experience working to and exceeding business targets;
  • Understanding of Financial Services Legislative requirements.

Applications consisting of a resume and cover letter detailing your relevant experience for this role should be uploaded by close of business 1st March 2021. Any enquires about the role can be directed to [email protected]

Employment with MyState is subject to a Bankruptcy, Police and Credit check to verify your suitability to work within the finance sector.