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Marketing Manager

Marketing Manager

BcrSydney, Australia
7 days ago
Job description
  • Title of the Role
  • Marketing Manager
  • Full-time Position
  • Location
  • Level 18, Suite 3, 201 Elizabeth Street, NSW 2000 Australia
  • Open Dates
  • 24 September 2024 to 24 October 2024
  • Role Description
  • Work with Retail Sales Office to sell various investment vehicles including Client-managed derivative trading accounts traded on margin. Assist the Sales staff with complying with local financial industry regulations related to marketing and dealing in Contract-for-Difference products with retail and wholesale customers, while growing the company's client base in a sustainable and compliance-based manner.
  • Specific Responsibilities
  • Recruiting and training new sales staff
  • Supervising, motivating, and monitoring team performance
  • Assist in developing process improvement, service deliveries and new products
  • Planning of budgets, manpower and departments ongoing needs
  • Maintain excellence in quality standards and improved sales growth.
  • Identify risks and improve controls
  • Monitor compliance with AML / CTF legislation, policy, and procedures
  • Maintain a high level of ethical standards, conduct and values
  • Position appropriate products through balanced presentations to each client's current needs and long-term financial strategy, including sell advice and portfolio planning
  • Meet and / or exceed sales performance minimums on both a quarterly and annual basis
  • Identify and follow-up on all opportunities to establish customer relationships including prospecting, lead utilization, and local market / community involvement
  • Build and maintain strong client network and pipeline through referrals and solicitation of active and prospective client base
  • Responsible for driving branch customer appointments and phone sale opportunities
  • Experience pitching trade ideas and quoting prices and dealing financial contracts to clients wanting to place trades by offering up to date, accurate information.
  • Ensuring prices through platform are "at market" and resolving pricing, system issues as they arise.
  • Ability to work autonomously in a multinational team culture.
  • Compliance Savvy, RG146 qualification is mandatory.
  • Qualifications / Experience Required
  • 8-10 years of investment-based sales and relationship management experience
  • Established track record of results and success in providing advice and consultation as well as sustaining and expanding client relationships
  • Proven success in positioning appropriate solutions and strategies for clients.
  • Ability to communicate investment strategies in a clear and concise manner to retail clients and business partners that enables clients to make informed investment decisions
  • Experience presenting solutions to clients and prospects through face-to-face / phone meetings
  • Understanding of current regulatory requirements in the financial industry
  • Proactive team player able to work in a fast-paced environment
  • Pay : $100,000.00 per year

    • Benefits
    • Free drinks
    • Free food
    • Salary packaging
    • Travel reimbursement
    • Schedule :

    • 8 hour shift
    • Experience
    • Marketing : 5 years (preferred)
    • Work Location : In person

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