• Excellent career opportunties within funds management
• Investor relations/marketing focus
• Property based position

The Investor Communications Executive is responsible for supporting the Funds Management team in raising capital for the unlisted real estate funds. This role will suit someone who is keen to understand property and work within real estate funds management. Many of the aspects of this position are sales based so you must be confident in a sales environment and enjoy business development on the phone as well as in person.

Primary duties/responsibilities:

• Establish and maintain knowledge of the unlisted retail fund product suite
• Deliver high quality, factual information to investor and adviser queries by phone and email
• Provide superior service aligned with customers needs and the organisation’s business objectives
• Pro-actively target investor opportunities to help grow existing business including undertake outbound calling 
• Provide support to external registry on administration enquiries and escalations
• Support the direct business’ CRM (Salesforce) including record all customer communications and outcomes and fulfill opportunity pipeline within agreed timeframe

The Candidate
Qualified to Tertiary level within a finance or related subject.

• Ideally, 2 years of relevant experience
• Understanding of the investment management industry
• Working knowledge of the financial planning sales process is an advantage

Abilities & Personal Attributes:

• Excellent listening, verbal and written communication skills
• Proven problem-solving skills, able to take ownership and see issues through to resolution
• Strong client service skills
• Friendly, tenacious with a sales orientation
• Professional telephone manner and confident in cold calling
• Self-starter able to work independently
• High work standards and accountable
• Able to work under pressure and adaptable to change
• Proactive and uses own initiative

To find out more about this position, please contact John Jannaway, apply to john@capstonerecruitment.com.au or call 02 9146 6660

Investor Communications Executive

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