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Distribution Manager, Intermediated Vic/Tas/SA

Mid levelFull-timeHybridMelbourne VIC, AustraliaSalesBusiness developmentPosted 3 months ago
View your fit0 of 9 criteria met

About the job

The Distribution Manager position at Fidante is an exciting opportunity to drive growth and build strong client relationships in the Southern Region. This role is crucial in advocating for boutique fund managers and expanding the portfolio of Fidante Partners’ products. The team thrives on collaboration, mentorship, and delivering exceptional client service.

You'll be responsible for

📊

Driving growth

Drive growth across Fidante’s suite of investment products by supporting strategic sales activity and nurturing strong client relationships in the Southern Region.
💖

Building relationships

Build and nurture client relationships, driving engagement through proactive account and relationship management, becoming a trusted partner to clients.
📣

Delivering presentations

Facilitate engaging presentations and seminars to advisers, showcasing our offerings and insights.

What we're looking for

📈

5+ years in sales or distribution

Demonstrated experience in financial services sales roles.

View fit

🤝

Strong relationship management skills

Proven ability to build and maintain client relationships.

View fit

📊

Investment knowledge across asset classes

Expertise in Equities, Fixed Income, and Alternatives.

View fit

View more

Meet the team

About the company

View your fit

0 of 5 criteria met
5+ years in sales or distribution
Demonstrated experience in financial services sales roles.

View

Strong relationship management skills
Proven ability to build and maintain client relationships.

View

Investment knowledge across asset classes
Expertise in Equities, Fixed Income, and Alternatives.

View

Excellent presentation skills
Ability to deliver engaging presentations to clients.

View

RG146 compliance
Essential certification for financial services professionals.

View

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