Graduate Sales Associate - Investment Management

Profusion Group

Great opportunity to kick start your career in Investment Management sales

  • Work alongside Industry professionals in collaborative team
  • Unparalleled career opportunity to enter the finance Industry
  • Diverse & fast-paced role operating in a dynamic environment
Company Overview 

Leading real estate investment management firm with circa just over $2.9 billion in capital. The firm have a reputation for excellence and have been able to attract superior talent.  An exciting opportunity has arisen for an individual seeking an entry point into investment managements sales/strategy.

Role Overview 

With the business focused on promoting from within, this role is a genuine path in due course into a client facing sales role. In this key role you will support a small sales team to achieve their sales and activity targets. Specifically this will include outbound calls to to arrange meetings on behalf of the senior sales people, assist with follow-ups, attend adviser meetings/seminars, managing pipelines etc.  
  • Administrative support to business areas and clients alike.
  • Coordinating meetings and assisting with meeting notes.
  • Coordination and analysis of business documentation/creation.
  • Working on proposed capital raising strategies for the business
  • Providing exceptional customer service at all times.
  • Manage business processes and databases
  • Manage customer relationships and delinquent accounts. 
Skills & experience
  • Bachelor's degree in finance/economics is essential. This role would ideally suit a recent graduate looking for an entry level position into investment management sales.
  • Internships or prior experience within financial services firms will be highly regarded.
  • Powerful work ethic and strong interpersonal skills
  • Well presented and eagerness to learn 
  • Demonstrate high degrees of diligence and accountability
  • A strong desire to succeed, be an integral part of a high performing team and have passion about driving innovation and performance in this industry
If you are looking for the right opportunity to advance your career within a great organisation, then forward your resume using the 'apply now' button below.

Alternatively, email Claudia at Profusion on for more information.

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