Senior Investment Sales Executive
Core
Business development role selling Morningstar's managed portfolio investment solutions to financial advisers in Queensland, Australia.
Role type
Senior Business Development Manager (Investment Sales)
Builds
Managed portfolio client base and funds under management for financial advisers
Domain
Financial Services / Wealth Management / Investment Research
Deliverable
client delivery
Required skills
sales strategy execution, new business acquisition, relationship management, pipeline management, commercial negotiation, market trend analysis, CRM proficiency
Preferred skills
Australian financial advice industry knowledge, network of Queensland financial advisers, tertiary qualifications in Business/Finance/Economics
Responsibilities
Develop and execute sales plans to meet net flow targets, identify and convert new financial adviser opportunities, build and maintain relationships with advisers, drive adoption of managed portfolio solutions, manage end-to-end sales process, retain and grow existing client relationships, maintain sales pipeline and forecasting, represent Morningstar at industry events, monitor market trends and competitor activity
Seniority
Senior, hands-on IC
