Bernard Reilly, CFA

Doer
DISC Type : ds

Chief Executive Officer and Managing Director at Perpetual Limited

Greater Sydney Area, Australia

Overview

Bernard has no verified overview

Personality Overview

Long-term Focused

Strategic Planner

Fast-paced

They might take some time to make their mind up but once they do, they don't change it easily.  They are very professional in their approach and can weigh multiple perspectives together. They exhibit a rare combination of being result-oriented but patient at the same time.

Topics They Care About

Bernard has no verified topics they care about

Media Appearances

Bernard has no verified media appearances

Work History

9-2024
Chief Executive Officer and Managing Director at Perpetual Limited
2-2022 - 2-2024
Chief Executive Officer at Australian Retirement Trust
10-2019 - 2-2022
Chief Executive Officer at Sunsuper
10-2017 - 9-2019
Senior Advisor at BetaSmartz
7-2017 - 9-2019
Member of the Board Investment Committee at TCorp

Education

1997
Chartered Financial Analyst from CFA Institute
1987 - 1990
Bachelor of Economics from Macquarie University

More Information

Social Presence :

Prographics :

Exp : 32 Location : Greater Sydney Area, Australia Job Level : Leadership Designation : Chief Executive Officer and Managing Director at Perpetual Limited
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Insights For Selling To Bernard

During A Call Or A Meeting

DO's

  • Come across as a trustworthy professional and be respectful, they usually know their game
  • Stick to your standard pitch and qualifying script, don't try to wing it
  • Use phrases like 'your team deserves', 'best in class' etc.

DONT's

  • Don't get into pricing discussions early on, steer conversation towards proven results
  • Don't go over them unless you are left with no other option
  • Don't focus too much on mutual contacts or bother about other stakeholders, focus on them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Bernard is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Bernard

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Bernard move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Bernard take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Bernard

Personality Compatibility


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