Perpetual Limited5 followers32 jobs

Key Account Manager NSW

Mid levelFull-timeHybridSydney NSW, AustraliaProfessional servicesSalesPosted 1 month agoVerified 1 month ago
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About the job

This job is about owning a high-value adviser portfolio and transforming trusted relationships into sustainable growth. It plays a crucial role in shaping outcomes through commercial judgement and smart execution. The team thrives on collaboration, working shoulder-to-shoulder with top-tier investment teams to deliver exceptional solutions.

You'll be responsible for

🚀

Driving growth

Responsible for driving growth across agreed Private Wealth accounts, primarily with Investment Advisers based in NSW.
🗂️

Building strategic account plans

Build and execute strategic account plans, including activity, pipeline, conversion, and retention.
📞

Engaging Investment Advisers

Run a bottom-up Investment Adviser engagement strategy, including segmentation and prioritisation.

Key criteria

📈

Private wealth experience

Demonstrated experience in private wealth distribution and adviser channels.

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🎓

Relevant degree

Bachelor’s or master’s degree in finance or related discipline.

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🤝

Strong relationship-building skills

Proven ability to build trusted partnerships with advisers and stakeholders.

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Meet the team

About the company

View your fit

5 criteria for this job
Private wealth experience
Demonstrated experience in private wealth distribution and adviser channels.

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Relevant degree
Bachelor’s or master’s degree in finance or related discipline.

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Strong relationship-building skills
Proven ability to build trusted partnerships with advisers and stakeholders.

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Sales and distribution success
Demonstrated success in a sales role within financial services.

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Financial markets knowledge
Strong understanding of financial markets and wealth management.

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