Institutional & Third-Party Wealth Sales Associate (Asset Management)

TL;DR

Institutional & Third-Party Wealth Sales Associate (Asset Management): Coordinating client deliverables and delivering market insights for institutional clients with an accent on client communications, RFP/DDQ management, and business strategy. Focus on building high-trust client relationships and synthesising investment trends to drive capital conversion in the ANZ market.

Location: Sydney, NSW, Australia

Company

A leading global investment banking, securities, and investment management firm founded in 1869.

What you will do

• Lead end-to-end coordination of client deliverables, including communications, data requests, RFPs, and DDQs.
• Partner cross-functionally and globally with Investing, Product, Legal, Compliance, and Operations teams to deliver cohesive solutions.
• Develop dashboards and synthesize investment trends, flows, and client feedback to support business planning.
• Manage key client accounts and provide exceptional service across various alternative asset classes.
• Contribute to the ANZ Client Business Strategy through market research and competitor analysis.
• Coordinate client events, meetings, and marketing collateral to strengthen engagement.

Requirements

• Bachelor’s degree in Finance, Business, or a related field.
• Minimum 2 years' experience in distribution, investor relations, asset management, or investment consulting.
• Broad knowledge of the Australian asset management landscape and financial markets.
• Proficiency in CRM systems, Microsoft Office Suite, and data analytics tools like Morningstar.
• Must be based in Sydney, Australia.

Culture & Benefits

• Commitment to diversity, inclusion, and equal opportunity employment.
• Professional growth via training and development opportunities and firmwide networks.
• Comprehensive wellness, personal finance offerings, and mindfulness programs.
• Supportive environment focusing on collaborative work and professional advancement.