Who are we?
Syfe is APAC’s leading digital wealth platform, empowering people to build their wealth for a better future. Managing well over US $10 billion in assets and built on the pillars of access, advice and affordability, the platform caters to the different wealth needs of individuals with diversified portfolios, cash management solutions and brokerage. Syfe has operations in Singapore, Hong Kong and Australia, and is approaching half a million users.
What you’ll do
The Business Development Manager (“BDM”) role is a key part of a high performing sales and distribution team. You will use your proven sales skills to promote and distribute the Selfwealth Adviser Platform to Financial Advice practices nationally, as the preferred solution for managing their client’s direct equity investments, to secure all or part of their business. You will do this by leveraging existing networks and relationships and by undertaking strategic Business Development activity whilst being compliant with relevant regulations and policies.
This is a great opportunity to work directly with the Head of Sales and Senior BDM in a small team where you can make an impact.
Key responsibilities
Client Acquisition and Relationship Management
Drive and grow the sales pipeline by identifying and pursuing new revenue opportunities
Build and maintain strong relationships with financial service professionals, engaging with prospective clients to identify opportunities for revenue growth
Work with senior members of the team to support the acquisition of AFSL and Adviser opportunities.
Expand the Selfwealth Adviser platform by registering, onboarding, and supporting new Adviser clients throughout their integration process.
Represent Selfwealth at industry conferences, events, seminars, and networking events as required.
Collaborate with internal teams to align business development efforts with overall company objectives.
Maintain accurate and up-to-date records of Adviser interactions and activities in the CRM system.
Work closely with the adviser services team to assist and provide guidance with Adviser queries related to platform questions, client onboarding, stock transfers and account maintenance.
Stay informed on economic trends, industry developments, and competitor activities to serve as a key source of market insights and intelligence.
What success looks like
Success in this role requires a proactive and relationship-driven approach to business development, focusing on driving the sales pipeline by identifying and pursuing new revenue opportunities while building strong relationships with financial service professionals. By collaborating with senior team members to acquire AFSL and Adviser opportunities, you’ll expand the Selfwealth Adviser platform to support new clients, and represent Selfwealth at industry events and networking functions. Internally, you’ll assist with onboarding, account maintenance, and stock transfers while maintaining accurate records in the CRM system.
Staying informed on economic trends, industry developments, and competitor activities is critical to providing valuable market insights.
How we work
At Syfe, we live by the 3Hs:
Humility: We don’t have all the answers, so we seek feedback, embrace challenges and encourage diverse perspectives to continuously improve and grow together.
Hunger: We set high standards for ourselves, looking to learn, grow and multiply our impact, while appreciating every opportunity and success along the way.
Hustle: We drive results collaboratively with passion and perseverance, pushing the limits of innovation to ensure the best outcomes and solutions for our customers.
We’re looking for a motivated BDM who:
3 years experience in a business development role or team in the financial services/wealth management industry.
Established relationships with Financial Advisers or Licensees will be highly valued.
Deep understanding of market dynamics, competitor landscape and regulatory and compliance requirements.
Ability to build and maintain relationships with Advisers, Licensees and various other stakeholders.
Adaptability and resilience to thrive in dynamic and fast-paced environments
Must be Melbourne based
Nice to haves:
Previous experience working in a financial planning office or with direct equity or wealth management platforms.
Experienced Business Development Associate or Training and Relationship Manager looking to transition to a Business Development Manager (BDM) role.
What you’ll get:
Join a growing start-up shaping the Australian investment landscape.
Hybrid working arrangement
Learning budget to support your professional growth
An office location in Melbourne CBD, with a fully stocked pantry
Premium Selfwealth trading account & 20 free trades per quarter
If you’re excited about the role, we would love to hear from you.
