Account Associate Institutional
About the job
The Account Associate, Institutional is a vital part of Perpetual Group’s Institutional Sales team, focusing on delivering exceptional sales support and analysis to enhance client engagement and drive sales outcomes across Australia and New Zealand. This job offers an exciting opportunity to develop deep market knowledge and contribute to a leading Australian funds management group. The team thrives on collaboration, innovation, and a shared commitment to making a positive impact.
You'll be responsible for
🤝
Supporting the Institutional Sales team
Provide a high level of day-to-day support to the Institutional Sales team📈
Managing and analysing information
Manage and analyse information including funds flow data, consultant ratings and reports to identify sales opportunities📝
Preparing sales materials
Prepare and maintain high-quality sales materials, presentations and briefing notesWhat we're looking for
📊
Financial services experience (2+ years)
Demonstrated experience in financial services, ideally in asset management.View
📈
Understanding of investment management
Sound knowledge of funds management and investment concepts.View
📝
Strong analytical skills
Ability to interpret market and client information effectively.View
View more
