The role has been created to further strengthen the sales team, reinforce Bennelong’s distribution strategy and support growth in funds under management.
Mr Wallis will contribute to the business development function across all channels, but in particular the national accounts and research relationships.
He joins Bennelong from Zurich Investments where he worked for four years as a strategic account and research manager, responsible for growing Zurich’s strategic relationships with research houses and national dealer groups.
Mr Wallis has also worked as a research analyst and ETF strategist for Morningstar and as an accountant and portfolio analyst with UHY Haines Norton.
Bennelong head of distribution Andrew Aitken said Mr Wallis’ experience in financial services roles is particularly valuable since he has worked both in research and distribution.
“Our existing sales team has built strong relationships throughout the industry’s institutional and retail value chains,” said Mr Aitken.
“The introduction of this new role will enable us to better service our clients and expand Bennelong’s distribution footprint.”
