Careers

Client Service Associate

We are looking for energetic, self starters to join our growing business. You will be empowered to deal with some of the financial industry’s senior players, networking and gaining valuable exposure to support their investment process. You will be given the chance to prove yourself in a team environment.
 
Responsibilities will include:  

  • Identify and establish relationships with industry professionals across multiple industries

  • Provide a key support function for client projects and their research

  • Source and facilitate impactful meetings to aid client decision making

  • Assist in research projects and campaigns

  • Constant monitoring of industry developments

 

Skills & Experience

  • 12-18 months minimum experience in client service, sales, market research or recruitment

  • Proven ability to deliver and work in a fast-paced environment and to tight deadlines is desired

  • Good organisational skills and ability to multi-task, you will work on multiple projects simultaneously

  • Strong, above average communication skills – both written and verbal

  • Attention to detail and a strong work ethic with proven ability to deliver

  • Ability to work independently and part of a small close-knit team

  • An interest in financial and investment markets

  
This is an opportunity to fully showcase your client service skills in an interesting and rewarding role as well as join a fast-growing business.

Client Service Team Leader

We are looking for energetic, self starting leaders to join our growing business.You will be responsible for a team that deals with some of the financial industry’s senior players in supporting their deals and investment process. This role will suit team leaders with a strong client service mindset looking to do something different and join a growing industry.
 
Responsibilities will include:

  • Manage the day to day running of a small, impactful and effective team

  • Lead by example, executing on your own client work while managing the team

  • Provide a key support function for client projects and their research

  • Source and facilitate impactful meetings to aid client decision making

  • Lead your own research projects and campaigns

  • Ensure client satisfaction and delivery targets are met and exceeded

  • Identify and establish relationships with industry professionals across multiple industries & sectors

  • Constant monitoring of industry developments

 

Skills & Experience

  • Bachelor’s degree

  • 12-18 months minimum experience in a similar leadership role

  • Experience in client service, sales, market research or recruitment

  • Demonstrated leadership skills

  • Proven ability to deliver, go above and beyond and work in a fast-paced environment desired

  • An interest in financial and investment markets

  • Good organisational skills and ability to multi-task, you will work on multiple projects simultaneously and will be expected to work to tight deadlines

  • Strong, above average communication skills – both written and verbal

  • Attention to detail and a strong work ethic with proven ability to deliver

  
This is an opportunity to fully showcase your leadership skills in an interesting and rewarding role as well as join a fast-growing business.

Sales Associate

We are looking for energetic, motivated self starters to join our growing business. You will be empowered to deal with some of the financial industry’s senior players, networking and gaining valuable exposure to support their investment process while also given the chance to prove yourself in a team environment.
 
Responsibilities will include:  

·       Identify and establish sales leads across Listed and Unlisted fund managers

·       Provide a key sales support function for the Managing Director

·       Source and facilitate impactful meetings to build sales pipeline

·       Assist in various sales administration tasks and sales campaigns

·       Constant monitoring of industry developments

 

Skills & Experience

·       12+ months minimum experience in client service, sales, market research or recruitment

·       Proven ability to deliver and work in a fast-paced environment and to tight deadlines is desired

·       Proven track record in building a sales pipe and executing on sales outreach

·       Good organisational skills and ability to multi-task.

·       Strong, above average communication skills – both written and verbal

·       Attention to detail and a strong work ethic with proven ability to deliver

·       Ability to work independently and as part of a collaborative team

·       An interest in financial and investment markets

  
This is an opportunity to step into a key industry with exceptional exposure to senior individuals in an interesting and rewarding role as well as join a fast-growing business.