Carmel Rose

Supporter
DISC Type : s

Relationship Manager - Trustee Services at Ironbark Asset Management

Greater Sydney Area, Australia

Overview

Carmel is a Relationship Manager at Ironbark Asset Management with over 25 years of experience in financial services. She specializes in the corporate trustee sector, responsible for onboarding, structuring, and providing ongoing oversight for managed funds clients, leveraging her extensive background from roles at Equity Trustees and Perpetual.

She is passionate about community engagement and physical challenges. Carmel recently dedicated over four months to intensive training, including 10km runs and long walks, to prepare for a significant mountain climbing fundraiser, demonstrating her commitment to charitable causes and personal fitness.

As part of a team, Carmel successfully summited three of Australias highest peaks, raising over $175, 000 for a youth mentoring program.

Personality Overview

Social Proof Driven

Risk-averse

Slow To Decisions

They prefer to follow rules and procedures.  They are good and approachable with everyone, internally and externally. They are unlikely to become strong champions as they don't prefer pushing other people.

Topics They Care About

Corporate Trustee Services
Her role at Ironbark focuses on onboarding, structuring, and overseeing corporate trustee clients, building on experience from Equity Trustees and Perpetual.
Client Relationship Management
Has spent her career in relationship and service delivery roles within the asset management industry, managing client needs for fund compliance and trustee services.
Charity Fundraising
Actively participated in a major fundraising event, helping her team raise over $175, 000 for the GWS GIANTS Foundation and a youth mentoring program.

Media Appearances

Carmel Rose - Ironbark Asset Management. Featured in Ironbark Asset Management (official website)

See Now

Work History

10-2019
Relationship Manager - Trustee Services at Ironbark Asset Management
11-2012 - 10-2019
Relationship Manager at Equity Trustees
1-2011 - 11-2012
Relationship & Service Delivery Manager at AMP Capital Investors
11-2007 - 1-2011
Relationship Manager - Fund Compliance Services at Perpetual Limited
11-2004 - 11-2007
Assistant Manager - Property & Mortgage Custody at Perpetual Limited

Education

Carmel has no verified education history

More Information

Social Presence :

Prographics :

Exp : 22 Location : Greater Sydney Area, Australia Job Level : Middle Designation : Relationship Manager - Trustee Services at Ironbark Asset Management
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Insights For Selling To Carmel

During A Call Or A Meeting

DO's

  • If possible, connect them to existing customers
  • Engage other key stakeholders on their side and leverage if they approve of your product
  • Use phrases like ‘others say that’, ‘zero risk in’, ‘seen proof of’ etc.

DONT's

  • Don’t use phrases like ‘there might be’, ‘we haven’t yet’, ‘latest technology’ etc.
  • Don’t rush them to make quick decisions
  • Don’t keep pushing them for a straight answer, just make your own conclusions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Carmel is

  • Low-risk, go-ahead from other stakeholders and successful evaluation as per process matter the most to them.
  • Will you ever get a clear answer from Carmel

  • They don’t say no very often, and can take you around in circles sometimes.

Insights For Deal Planning

    How fast (or slow) will Carmel move?

  • They do not like to rush and can be quite slow in their decision making.

  • Can Carmel take some risk or not?

  • They are risk-averse and like to make decisions that others support.

You And Carmel

Personality Compatibility


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