Sara De Pasquale

Challenger life is Australia’s largest provider of annuities and provides guaranteed income to thousands of customers. Challenger is a multi award-winning life company and has $131 billion under management as at December 2024.

• Develop and maintain strong relationships with financial advisors building trust and understanding their needs
• Possessed a thorough understanding of challenges products including annuities managed funds and other relevant offerings
• Identified and pursued new business opportunities within the financial advisory space
• Developed and implemented strategies to drive business growth including targeted marketing campaigns and networking events
• Maintained accurate records of activities, sales and performance and client interactions using salesforce software
• Understanding and presenting clients scenarios to advisors to demonstrate the value of Challengers products
• Demonstrated forecasting of sales targets and growth projections

Armytage Private is one of Australia's oldest boutique fund manager. Armytage specialises in the active management of Australian equity portfolios and currently manages strategies on behalf of a wide range of investors including charitable trusts, corporations, superannuation funds, family trusts and individuals.

• Brand and corporate identity management.
• Creating promotional and marketing material.
• Coordinating marketing campaigns and sponsorship's.
• Communication with fund administrators (Mainstream BPO) in maintaining reputable brand image.
• Managing the administration and portfolio management team in relation to marketing tasks.
• Updating website features and company updates.
• Client relationship management for HNW and retail clients.
• Overseeing the company's marketing budget.
• Member of the Investment Committee.

Investment Associate

2016 - 06/2018

• Market and portfolio analysis.
• Use of financial software including IRESS and XPLAN.
• Reporting updates using excel templates and spreadsheets.
• Editor of monthly economic and portfolio newsletter.
• Assisting the relationships manager with performance and market updates.
• Assisting the portfolio managers with derivate trading.
• Liaising with brokers regarding trades, placements and settlements.
• Member of the Investment Committee.

Castran Gilbert is a boutique real estate business which specialises in established residential and large-scale project marketing, auctioneering and property management.The office is based in South Yarra with a head count of approximately 40 staff members.

• Identifying new business opportunities and establishing new client relationship.
• Market research and analysis skills.
• Preparing sales reports and feedback to clients/developers.
• Attending to client inquires.
• Assisting in project marketing promotional events (opens, launches etc.).
• Preparation of formal marketing proposals to developers.
• Organising interstate and international business trips and project exhibits.

The Commonwealth Bank is a multinational bank and one of the the "big four" Australian banks. The organisation provides a large range of financial services and is a dominant player in the Australian Share Market.

• Customer service skills and sales training.
• Detecting potential sales opportunities and recommending beneficial products/services for clients.
• Sales motivation with commitment to contributing to the Melbourne flagship branch budget.
• Operating the banks CommSec system to process transactions.
• Maintenance and Identity checks conducted for client profiles.
• Administration and inquiry duties at the branch.