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Associate Director, Australian Wealth Distribution

BaringsBarings·Investment Management
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About the role

At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients.

We thank you for your interest in joining the Barings team, and invite you to explore our current employment opportunities.

Barings is a leading global financial services firm dedicated to meeting the evolving investment and capital needs of our clients and customers. Through active asset management and direct origination, we provide innovative solutions and access to differentiated opportunities across public and private capital markets. A subsidiary of MassMutual, Barings maintains a strong global presence with business and investment professionals located across North America, Europe, and Asia Pacific.

Job Summary

Due to expansion, our Australian business is currently seeking a Salesperson to assist with the distribution of our wholesale and retail investment strategies into the local wealth channel. The successful candidate, will support in the coverage of national clients and prospects. Depending on experience these will encompass a range of Independent Financial Advisers (IFAs), retail consultants, private wealth management groups, private banks, family offices and High Net-Worth (HNW) individuals.  The candidate will be based in Sydney or Melbourne and report to the Head of Australian Wealth Distribution.

Primary Responsibilities

  • Identifying and pursuing business opportunities within the desired channels, fostering long-term relationships with key stakeholders.
  • Conducting regular client meetings, presentations, and seminars to educate and support clients in relation to Barings’ investment offering.
  • Providing tailored investment solutions and superior service to meet the needs of clients and prospects.
  • Collaborating closely with investment teams and other stakeholders to clearly articulate investment strategies and value propositions effectively.
  • Ongoing monitoring of market trends and competitor activities to identify potential distribution opportunities.
  • Assisting with the management of national roadshows, industry convention engagement or similar events.
  • Domestic or international travel as necessary.

Qualifications

  • Proven experience (3-5 years) in a similar role, with a track record of successfully meeting sales targets.
  • Strong understanding of investment products, financial markets and portfolio construction concepts. A deep knowledge of public and private Fixed Income, and Real Estate asset classes is preferred.
  • Exceptional communication and presentation skills, with the ability to articulate complex investment concepts clearly and effectively.
  • Strategic thinker with a proactive and organised approach to business development and client relationship management.
  • Bachelor’s degree in finance, economics, or a related field. Postgraduate qualifications such as a CFA, CAIA, MBA or Master’s degree preferred.
  • RG146 compliant

If you excel in achieving outstanding client outcomes and thrive in a results-driven culture, we welcome your application.

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Requisite Skills

Private Clients, Private Credit, Public Debt, Sales

Additional Skills

Barings is an Equal Employment Opportunity employer; Minority/Female/Age/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply.

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Aplyr's read

Barings is a global investment management firm known for its diverse asset class solutions and a dynamic team of finance professionals.

Synthesized from recent postings & public sources

What's promising

  • Barings offers a wide range of roles, indicating diverse career paths.
  • Global presence provides opportunities for international career growth.
  • Strong focus on private finance and real estate sectors.

What to watch

  • Highly competitive industry may limit advancement opportunities.
  • Complex organizational structure could pose integration challenges.
  • Economic downturns could impact investment performance and job stability.

Why Barings

  • Barings' emphasis on private assets distinguishes it from many competitors.
  • Investment in technology roles highlights a commitment to innovation.
  • Global procurement and distribution roles suggest a focus on strategic expansion.

Aplyr’s read is generated by AI from public sources. Was it useful?

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About Barings

Barings is a global investment management firm that provides a range of investment solutions across various asset classes.

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