Business Development Executive

About the Role

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 skills

• Resilience and drive to seek out and convert new opportunities

• Exceptional time management and organisational discipline

• A high-growth mindset, ready to pursue financial advisory qualifications

• No prior finance experience necessary, just a willingness to learn

What’s on Offer

• Immediate impact within a leading private wealth team

• Guided training, coaching, and pathway to foundational industry training (FPAM PRLA, CEILLI, LLBIC, AML)

• A clear career pathway to become a licensed financial advisor

• Dynamic and collaborative culture focused on development and results

‍

Want 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:

1. Discover how client acquisition fuels success in wealth management

2. Learn the foundational skills of relationship building and outreach

3. Understand the career progression from business development to financial advisor

4. Experience our company culture and see if it’s the right fit for you

What You’ll Experience

Over the course of two days, you’ll:

• Learn how Melbourne Capital Group supports high-net-worth clients across Asia

• Gain exposure to tools and techniques used to identify and approach new prospects

• Participate in interactive workshops focused on communication and positioning

• Receive practical training in sales conversations and client introductions

• Take part in a closing assessment to put your new skills to the test

Selected 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 communication

• A proactive mindset and willingness to build new connections

• Curiosity about financial services and long-term career growth

• Resilience and a drive to exceed targets

No prior finance experience required, just ambition, work ethic, and coachability.

How to Apply

• Complete the online application form

• Submit your CV and a short statement of interest

• Applications close [insert deadline] – limited spaces available

‍