Perpetual Limited
5 interested8 jobs

Key Account Manager NSW

Mid levelFull-timeHybridSydney NSW, AustraliaPosted 6 months agoVerified 2 months ago
Pending fitX of Y criteria met

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

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

View

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

View

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

View

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

View

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

View

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