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xThis sector contains all our sales and marketing jobs in financial services firms. Salespeople advise clients such as high net worth individuals, pension funds, hedge funds or other institutional investors on investment opportunities. These can be when to buy and when to sell securities. Financial salespeople usually focus on particular products such as government bonds, equities or derivatives. They should be charming, persuasive and good at selling. Larger investment firms employ research-sales professionals who sell their employer's research expertise. There's also a hybrid sales-trader who recommends products to clients and then executes the trades resulting from their recommendations.
A financial marketer's role is to develop new opportunities to sell these products, as well as preparing marketing materials and business pitches to position the firm as it would like to be seen. Although related, marketing and public relations are distinct functions. Marketers concern themselves with managing a firm's reputation by deciding how its brand name, products and services are portrayed in advertising and promotional campaigns. Public relations people focus on how a bank is represented in the media and, in the case of public companies, to investors.
Salespeople communicate with clients from the moment the financial markets open until the moment they close, as well as for several hours before and after. They start their day reviewing financial publications along with reports from their research staffs. They also listen in on morning conference calls conducted by their research departments, where they learn of upgrades or downgrades to securities already covered, or of new issues being added to the coverage list. All this material becomes fodder for the day's sales calls.
People looking for a financial sales job should be outgoing and self-confident, have the ability to grow and maintain client relationships, have excellent communication skills and the ability to understand complex financial products. They should also be passionate about financial markets, function well under pressure, be comfortable with numbers; and be able to think on their feet and react quickly to changing market conditions.
Marketing staffs not only promote their firms as a whole, but product-specific marketing people sit alongside sales teams. A financial marketing career can include sponsoring events, producing brochures and other collateral, developing corporate logos, determining the pricing and positioning of products and services, and researching markets for potential new products.
To succeed in a financial marketing job you should have strong written and oral communication skills, networking and relationship management capabilities, understanding of and ability to communicate complex financial issues with authority and understanding, and have specific knowledge of markets and market segments.
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| Business Development Manager - Life Insurance - SA* | Macquarie Competitive | Australia-Adelaide | 18 Jun 13 |
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| Business Development Manager - Business Banking - Professional Services | Macquarie Competitive | Australia-Brisbane | 18 Jun 13 |
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| Bid/Pursuits Manager, Core Business Services, Canberra | Ernst & Young Competitive | Australia-Canberra | 18 Jun 13 |
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| Senior Relationship Manager, Commercial Banking - Mt Waverley | The Westpac Group Senior Relationship Manager Education... | Australia-Melbourne | 19 Jun 13 |
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Senior Relationship Manager * Education Focus * Enhance our Customer Offering * Business Devel...
| Business Development Manager - Life Insurance - VIC* | Macquarie Competitive | Australia-Melbourne | 18 Jun 13 |
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| Business Development Manager (Direct Sales) - Macquarie Equipment Finance* | Macquarie Competitive | Australia-Melbourne | 18 Jun 13 |
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| Marketing Manager - Industries, Core Business Services, Sydney/Melbourne | Ernst & Young Competitive | Australia-Melbourne | 18 Jun 13 |
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| Bid/Pursuits Manager, Core Business Services, Melbourne | Ernst & Young Competitive | Australia-Melbourne | 17 Jun 13 |
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| Senior Demand Generation Executive | Western Union Base + Excellent Incentives | Australia-Melbourne | 17 Jun 13 |
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Western Union Business Solutions, a Global Fortune 500 Company, is seeking an experienced Telermarketer to joi...
| Sales Consultant - Automotive Finance | Oceans Group Attractive salary package + bonus | Australia-Melbourne | 13 Jun 13 |
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Source and develop an introducer base by providing motor dealers, direct clients and corporates with motor fin...
| Business Development Manager - Finance | Oceans Group Attractive salary package + bonus | Australia-Melbourne | 05 Jun 13 |
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Manage and service an existing portolio of clients and introducers whilst targeting new business opportunities...
| Agribusiness Manager - Perth | ANZ Competitive | Australia-Perth | 18 Jun 13 |
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| Marketing Manager | Macquarie Competitive | Australia-Sydney | 18 Jun 13 |
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| Marketing Manager - Industries, Core Business Services, Sydney/Melbourne | Ernst & Young Competitive | Australia-Sydney | 18 Jun 13 |
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| Internal Communications Manager, Core Business Services, Sydney | Ernst & Young Competitive | Australia-Sydney | 18 Jun 13 |
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| Pursuits Leader - 12 month contract, Core Business Services, Sydney | Ernst & Young Competitive | Australia-Sydney | 18 Jun 13 |
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| Sydney Market Segment Business Development Leader, Core Business Services, Sydney | Ernst & Young Competitive | Australia-Sydney | 18 Jun 13 |
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| Client Services Manager | Franklin Templeton Investments Australia Competitive Salary | Australia-Sydney | 18 Jun 13 |
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Franklin Templeton Investments Australia Limited is a wholly owned subsidiary of Franklin Resources, Inc. [NYS...
| Warrants Sales | Citi Australia Competitive | Australia-Sydney | 18 Jun 13 |
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Excellent development opportunity for a recent graduate where you will focus on the sale of Warrants to broker...
| Sales Consultant - Melbourne (Docklands) or Sydney (Parramatta) | AMP OTE up to $150,000 per annum | Australia-Sydney | 18 Jun 13 |
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Reporting to the Sales Manager, the Sales Consultant is responsible for providing general advice on a suite of...
| Sales Strategies Manager | AMP Competitive | Australia-Sydney | 18 Jun 13 |
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This Sales Strategies Manager role is focused on fund and capital raising from global institutional investors ...
| Team Support Officer Marketing | HSBC Competitive | Australia-Sydney | 17 Jun 13 |
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| Content Manager, Digital | Western Union Base + Super | Australia-Sydney | 17 Jun 13 |
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Western Union, a Global Fortune 500 Company, is seeking an experienced Content Manager, Digital in Sydney.
| FX Core Sales Executive | Western Union Base + Excellent Incentives | Australia-Sydney | 17 Jun 13 |
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Western Union Business Solutions, a Global Fortune 500 Company, is seeking an experienced FX Sales Executive t...
| Bid/Pursuits Manager, Core Business Services, Sydney | Ernst & Young Competitive | Australia-Sydney | 16 Jun 13 |
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| Snr Sales Executive/ Manager (Credit/ Market Risk Software) | Aurec Superb Salary, Bonus & Benefits | Australia-Sydney | 14 Jun 13 |
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A multinational financial software vendor is currently seeking to appoint a Senior Sales Executive/ Manager to...
| BVAL Derivatives Application Specialist - Sales | Bloomberg Negotiable | Australia-Sydney | 14 Jun 13 |
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The Data Solutions Sales Group at Bloomberg is growing at a rapid pace and we are searching for enterprising a...
| Senior Sales Executive - Financial Software | Hydrogen Group AUD150000 - AUD300000 per annum + Big ba... | Australia-Sydney | 14 Jun 13 |
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Senior Sales role with market leading financial software vendor.
| Senior Sales Executive-Adaptiv | SunGard Negotiable | Australia-Sydney | 12 Jun 13 |
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An exciting opportunity to sell multi-functional software solutions and services. Your clear understanding of ...
| Associate Private Client Advisor Programme | Porterallen super + bonus | Australia-Sydney | 05 Jun 13 |
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Established national firm offers a rigorous educational and development programme designed for people beginnin...