Join us as a Business Development Executive , where you'll be the spark that fuels Melbourne Capital Group’s growth. This role combines prospect sourcing, client engagement, and professional development, all within a structured pathway toward becoming a licensed financial advisor.
Key Responsibilities
- Proactively source and contact new business prospects through cold outreach
- Capture and manage lead information accurately in our CRM
- Ensure compliance with AML and regulatory requirements
- Collaborate with senior advisors on prospect engagement and support
What We’re Looking For
Strong verbal and written communication skillsResilience and drive to seek out and convert new opportunitiesExceptional time management and organisational disciplineA high-growth mindset, ready to pursue financial advisory qualificationsNo prior finance experience necessary, just a willingness to learnWhat’s on Offer
Immediate impact within a leading private wealth teamGuided training, coaching, and pathway to foundational industry training (FPAM PRLA, CEILLI, LLBIC, AML)A clear career pathway to become a licensed financial advisorDynamic and collaborative culture focused on development and resultsWant to Experience What It's like to be Part of our Business Development Team?
Purpose
This programme is tailored for those interested in a sales-oriented pathway within the financial services sector. Whether you’re fresh out of university or looking to pivot into a more dynamic role, this is your opportunity to :
Discover how client acquisition fuels success in wealth managementLearn the foundational skills of relationship building and outreachUnderstand the career progression from business development to financial advisorExperience our company culture and see if it’s the right fit for youWhat You’ll Experience
Over the course of two days, you’ll :
Learn how Melbourne Capital Group supports high-net-worth clients across AsiaGain exposure to tools and techniques used to identify and approach new prospectsParticipate in interactive workshops focused on communication and positioningReceive practical training in sales conversations and client introductionsTake part in a closing assessment to put your new skills to the testSelected participants will be invited to return for a one-week shadowing experience with our advisory team. Candidates who demonstrate strong potential may receive a job offer to join as a Business Development Executive, with a structured pathway to become a licensed financial advisor.
Who We're Looking For
We welcome individuals from diverse academic and professional backgrounds. You may be a fresh graduate, a career switcher, or someone who thrives in fast-paced, target-driven environments.
Ideal candidates will demonstrate :
Confidence and clarity in verbal communicationA proactive mindset and willingness to build new connectionsCuriosity about financial services and long-term career growthResilience and a drive to exceed targetsNo prior finance experience required, just ambition, work ethic, and coachability.
How to Apply
Complete the online application formSubmit your CV and a short statement of interestWe are looking forward to receiving your application
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