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The primary focus of this role is client management, lead qualification and new client acquisition with a strong focus on further developing your already advanced understanding of the financial markets and Equities & Derivatives.
Institutional and private client presentations
Networking by attending industry events and developing a personal brand and reputation
High-level consultative sales to build your book of clients
Responding to client / prospect queries via email or phone in a professional and timely manner;
Completing all required training and remaining current and competent with respect to any legislative or internal policy and procedure changes;
Attending Sales Meetings and contributing to strategy discussions / ideas;
Developing long standing relationships with clients/become a trusted advisor
Client needs analysis
Liaising closely with other advisers, researchers and compliance
Distributing company research, trading recommendations and publications
Who will you be doing it for?
You will be working for a successful organisation in the heart of the City. We have experienced recent and ongoing growth and are looking for experienced individuals and teams to join us. We are particulary interested in Advisors who have experience of a diverse range of products and enjoy working in a team environment. If you receive no lead flow, training or support where you are and are struggling to grow your client base this is the perfect environment for you as you will be provided with everything you need to be successful.
To apply for this role you must have:
A reputation for professionalism & offering outstanding advice A passion for the markets, trading strategies and being successful! Experience of at least Australian & International Equities but FX, CFD's, Commodities, ETO's etc would be advantageous An existing portfolio of clients, size isn't too important Experience in Corporate sales and transactions would be highly regarded RG 146 including generic, securities, derivatives and managed funds preferred A clean bankruptcy/ solvency and criminal record are essential