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Sales & Marketing


This sector contains all our sales and marketing jobs in financial services firms. Salespeople advise clients on investment opportunities; such clients include high net worth individuals, pension funds, hedge funds or other institutional investors. These investment opportunities can entail when to buy and when to sell securities. Financial salespeople usually focus on particular products such as government bonds, equities or derivatives. Key characteristics for a financial salesperson include being 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. Marketing and public relations are related however 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. On the other hand, public relations people focus on how a bank is represented in the media and, in the case of public companies, to investors.

For several hours before and after the financial markets open as well as throughout the day salespeople are communicating with their clients. They start their day reviewing financial publications along with reports from their research staff. During morning conference calls conducted by their research departments, salespeople 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 possess some key characteristics including 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. Alongside this 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 staff work alongside product-specific marketing people to not only promote the firms as a whole but to also promote their specific products. 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 be a successful financial marketer professional 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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Showing 1-30 of 605 jobs
Sales Associate - Northern Trust Melbourne Northern Trust Company Competitive with benefits Australia-Melbourne 24 May 12

Northern Trust is currently recruiting for a Sales Associate to join our growing Melbourne team.

Senior Corporate Foreign Exchange Dealer Western Union Business Solutions Base + Super + Excellent Incentives Australia-Melbourne 21 May 12

Western Union Business Solutions, a Global Fortune 500 Company, is seeking a highly experienced account manage...

Business Development Manager (Chinese Desk) IG Markets Attractive salary package Australia-Melbourne 17 May 12

Outstanding career opportunity within the CFD industry!! Great team environment. Want to be part of a rapidl...

Business Development - Private Banking The Emerald Group Base, discretionary bonus Australia-Perth 24 May 12

Our client is looking for a strong originator to build their presence and pipeline in the high net worth marke...

Relationship Manager, Government and Infrastructure - Perth Commonwealth Bank Competitive Australia-Perth 22 May 12

In this role you will work with the Lead Relationship Executive in a team environment to support the needs of ...

Markets - Event Coordinator/ Executive Assistant Deutsche Bank not disclosed Australia-Sydney 24 May 12

See job description below

Sales Associate - Equity Portfolio Management Analytics Specialist MSCI Inc. Competitive Australia-Sydney 24 May 12

MSCI is currently seeking a Sales Associate - PMA Specialist to join our Coverage – Australia Organisation in ...

Business Development Consultant - Retail Life Insurance Porterallen Annual Australia-Sydney 24 May 12

Are you passionate about Sales & looking for the next step in your career?Don't miss this unique opportuni...

Marketing Product Campaign Manager Profusion Group Attractive daily rate Australia-Sydney 24 May 12

As the Campaign Manager you will be the key driver of the Life Insurance business, working with a dynamic and ...

Senior Manager/Business Owner - Investment Products BlackOcean Recruitment Upon Application Australia-Sydney 24 May 12

Senior Level Position - Product Development, Sales & Marketing & Strategy Established and Stable Firm - Gro...

Marketing Manager Profusion Group TBA Australia-Sydney 24 May 12

Established financial group seeks a talented Marketing Manager to provide first class marketing solutions.

Senior Manager, Direct & Bank Insurance Marketing Profusion Group TBA Australia-Sydney 24 May 12

The role is responsible for planning, leading and executing the marketing related activities that drive the st...

Head of Marketing and Segments Citi AUD Australia-Sydney 24 May 12

Senior level role managing 10 staff, you will be responsible for driving the business strategy and portfolio g...

Business Development Manager - Business Banking - AD Level Porterallen Highly Negotiable Australia-Sydney 24 May 12

This a rare opportunity to join this leading Business Banking team. Highly respected global Bank renowned for ...

Business Development Consultant - Retail Life Insurance Porterallen Annual Australia-Sydney 24 May 12

Are you passionate about Sales & looking for the next step in your career?Don't miss this unique opportuni...

Product Development Manager Online Broking Hays $120k - $140k Australia-Sydney 24 May 12

To support growth and key group strategies there is an immediate requirement for an experienced Product Develo...

Client Manager Financial Institutions The Westpac Group not disclosed Australia-Sydney 23 May 12

See job description below

Senior Sales Manager, PCM (Global Banking) HSBC not disclosed Australia-Sydney 22 May 12

Exceptional career opportunity for a Payments and Cash Management professional to join our Sydney team in this...

GM Enterprise Sales Oceans Group AU$0.00 per annum Australia-Sydney 22 May 12

Sales leader that can help shape a strategy for Enterprise Customers. Execute alongside the sales team and tak...

Executive Assistant Western Union Business Solutions Base + Super + Bonus Australia-Sydney 21 May 12

Western Union Business Solutions, a Global Fortune 500 Company, is seeking a highly experienced Executive Assi...

GM Marketing Enterprise Segment Oceans Group AU$240000 - AU$270000 per annum + Bonus... Australia-Sydney 21 May 12

Significant leadership role in Enterprise markets. Global growth and significant R&D spend creating unique...

Senior Service Development Manager-Clearing + Settlements BlackOcean Recruitment Attractive Remuneration Package Australia-Sydney 18 May 12

Senior level role responsible for the business and functional development of the organisation's clearing and s...

Sales Manager GOW $170k package Australia-Sydney 18 May 12

Working as the Sales Manager for Exchange Traded Funds, Product/Wholesale Sales. This position is a key role t...

Account Manager Hudson Financial Services Competitive Australia-Sydney 17 May 12

Global Financial Services Brand, Account Management & Valuation Analysis, Career Development Opportunities

Propensity Modeller / SAS / SQL Morgan McKinley AU$95000 - AU$105000 per annum + Super+b... Australia-Sydney 15 May 12

Large ASX listed business / Great location / Good career prospects / Lots of business interaction / Experience...

Relationship Manager - Global Banking Robert Walters NA Australia-Sydney 15 May 12

Opportunity to join a leading global bank in - Relationship Manager, Global Banking .

Reseller Territory Manager BOQ Finance (Aust) Limited on application Australia-Sydney 14 May 12

An opportunity exists for an experienced front line sales person who will be responsible for playing a key rol...

Account Manager - Capital IQ Standard & Poor's Competitive Australia-Sydney 07 May 12

Interested in developing a career in sales? A great opportunity exists to join the desktop sales team at S&P C...

Institutional Sales Support Raiffeisen Centrobank AG competitive Austria 18 May 12

Raiffeisen Centrobank is the equity house of RBI Group, focusing on the equity business in CEE and Austria. ...

RFP Executive Invesco Asset Management according to background Belgium-Brussels Region 22 May 12

RFP Executive

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