Business Development Manager Direct (Wealth Services)

About the team

Wealth Services division includes two wholly owned subsidiaries: Leveraged Equities Ltd Australias longest-standing margin lender offering gearing and cash solutions to retail and institutional investors as well as referral partners and platforms for over 30 years; and Sandhurst Trustees Ltd providing managed funds corporate trustee and custodial services.

About the role

We have a great opportunity for a Business Development Manager Direct to proactively develop and manage new direct business enquires for Wealth (Primarily Leveraged Equities) and drive growth with the seamless onboarding and customer activation for non-advised accounts. This is a great role if you are interested in developing and furthering your career as a business development manager within wealth services.

You will get to:

• Respond to all external and internal Direct Sales leads including educating and informing clients of gearing and wealth strategies to drive conversion rates and net sales
• Assist with customer campaigns and other outbound activities
• Execute seamless customer onboarding and customer service to drive advocacy and retention
• Develop a deeper understanding of margin lending equities markets and online share trading industry and be at the forefront of industry and market knowledge
• Build strong working relationships with internal partners across the bank to facilitate client and partner solutions

This is a permanent full-time opportunity located in either Melbourne or Sydney.

About you

To be successful you will have:

• Relevant tertiary qualifications i.e. Economics Business Commerce or similar with RG 146 accreditation in Margin Lending essential
• Demonstrated experience and understanding of margin lending gearing strategies investments and managed funds and as a SME have the ability to educate and advise
• Excellent sales and customer service skills with the ability to identify needs and close sales
• Strong communication and interpersonal skills with the ability to influence and build strong relationship with all stakeholders
• Advanced numerical skills with the ability to provide tailor made solutions
• Driven and with an initiative-taking self-starter disposition

How to apply

To apply please submit your CV an optional cover letter via the online link

A position description for this role is enclosed:Business Development Manager - Direct Wealth

Application close COB Tuesday 3rd February 2026

For any queries please contact Libby Prouse Senior - Talent Acquisition Advisor

All internal candidates are required to notify their immediate leader when applying for a new career opportunity and you will be asked to acknowledge they have done so upon submission of your application.