Senior Investor Relations Associate
vor 3 Wochen
This is a Senior Investor Relations Associate role with one of the leading companies in AU right now 🔥 -- Profusion -- with an amazing team. They are continuing to grow rapidly. This is the chance to join right as the 🚀 takes off.
More About the Role at Profusion 🧐🧐
**Role Overview ** In this key nationally focused role you will work closely with a high performing funds management sales team to achieve their sales and activity targets. This role will encompass proactive sales and client relationship management within private wealth networks as well as Investor Relations, DDQ's etc. **Responsibilities** - Supporting business development team including appointment setting and post meeting fulfilment of materials/information - Assisting with pitch materials: Preparation of presentation materials and competitor analysis to assist the sales process - RFP/DDQ's: project management of the process for Institutional and Privtae Wealth channels - Database management: Assist sales team with client database management, identify prospects, track contact and sales progress - Sales reporting: Assist with production of sales reporting as requested by management - Investor Relations: Assist with investor queries and escalate to sales team as appropriate - Business Development: Identifying sales opportunities for the team as and when they arise. - Marketing: Work with the Marketing team on key sales campaigns and follow up activity including retention activity **Skills & Experience** - Prior Investor Relations experience dealing with Financial Advisers or Institutional clients - A solid grounding of Funds Management - Undergraduate Degree - Excellent verbal/written communication skills - Client focused experience in financial services - Ability to build strong lasting relationships - Strong organisational skills and proactive team member
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