About this role
Role Overview
As a Sales Analyst/ Associate within the Wealth Team at BlackRock Australasia, you will build and nurture relationships with financial advisers, wealth management firms, and platforms. You’ll represent the industry’s most comprehensive investment offering, spanning public and private markets, index and active solutions, and cutting-edge technology. This role is based in Melbourne, with flexibility to support clients across Victoria and occasional interstate travel.
Key Responsibilities
Client Engagement & Relationship Management
Develop and maintain strong relationships with existing clients and prospects in your assigned region/panel.
Deliver tailored investment solutions to clients, on a range of product solutions – including, but not limited to traditional long-only strategies, alternatives, ETFs, and multi-asset products.
Provide best-in-class thought leadership and market insights to grow BlackRock’s share of wallet.
Sales Strategy & Execution
Collaborate with the Australian Wealth Team to design and execute detailed sales strategies, focusing on expanding product usage and client engagement.
Identify opportunities for business growth in the Wealth Advisory segment through strategic planning and proactive outreach.
Work closely with the Victorian State Manager for adviser distribution to achieve business objectives.
Product Knowledge & Thought Leadership
Represent BlackRock’s core products: ETFs, index funds, models, and key active funds.
Support and deliver educational seminars to audiences of varying sizes, requiring occasional travel.
Stay informed about market trends, research, and competitor offerings.
Operational Excellence & Compliance
Ensure diligent use of client relationship management tools (CRM Dynamics) to record client activity and champion best practices.
Prepare client materials, management reports, and maintain accurate records of pipeline and executed trades.
Submit expenses and complete administrative tasks efficiently.
Uphold all regulatory and legal requirements, maintaining the highest standards of compliance.
Event Participation & Networking
Attend industry events, trade shows, conferences, and professional development days.
Maintain professional and client-focused interactions before, during, and after events.
Expand your network across BlackRock Australia and relevant external platforms.
Success Indicators
Achievement of client engagement metrics and growth in assets under management.
Contribution to team sales targets and overall business results.
Demonstrated operational excellence and compliance.
Qualifications & Experience
Proven track record in wealth management, financial services, or a related role.
Strong communication and relationship management skills.
Deep understanding of listed and unlisted funds, and the competitive landscape.
Experience with digital sales tools, CRM systems, and data-driven decision-making.
Self-motivated, highly organized, and dedicated to excellence.
Ability to multi-task and thrive in a team environment.
Creative, curious, and eager to grow into a Relationship Manager role.
Commitment to diversity, equity, and inclusion.
Career Progression
This role offers a clear pathway to Relationship Manager and other senior client-facing positions within BlackRock Australia, supported by structured mentoring and professional development opportunities.
Our benefits
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
Our hybrid work model
BlackRock’s hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person – aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
About BlackRock
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children’s educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment – the one we make in our employees. It’s why we’re dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: www.linkedin.com/company/blackrock
BlackRock is proud to be an Equal Opportunity Employer. We evaluate qualified applicants without regard to age, disability, family status, gender identity, race, religion, sex, sexual orientation and other protected attributes at law.
