At a Glance
- Tasks: Build and grow relationships with high-net-worth clients while focusing on client acquisition.
- Company: Globally recognised investment management firm expanding across Australia.
- Benefits: Remote work flexibility, manage your own territory, and leverage established marketing opportunities.
- Other info: Join a dynamic team with a focus on client success and business development.
- Why this job: Elevate your career by working with sophisticated investors and achieving their financial ambitions.
- Qualifications: Experience in wealth management or private banking with strong relationship-building skills.
The predicted salary is between 135000 - 165000 $ per year.
Are you a dynamic and experienced Wealth Adviser, Private Banker, or Investment Specialist with a passion for business development? This is your chance to elevate your career within a globally recognised investment management firm that is expanding across Australia. As a Private Client Director, you’ll work exclusively with sophisticated high-net-worth wholesale investors, helping them achieve their financial ambitions through a prestigious investment offering.
This role is unique focusing solely on client acquisition, with onboarding transitioned to dedicated Relationship Managers, allowing you to concentrate on building and growing your portfolio. Enjoy the flexibility of working remotely from anywhere in Australia, managing your own territory while leveraging qualified opportunities generated by an established marketing team.
Key Skills & Qualifications:
- Proven experience working with high-net-worth or wholesale investors
- Strong background in wealth management, private banking, or investment sales
- Exceptional relationship-building and business development abilities
- Consultative approach with the skill to simplify complex investment solutions
- Commercial mindset and aptitude for fostering lasting client relationships
- Excellent compliance and regulatory track record
Nice to Have Skills:
- Experience working in a similar advisory or high-net-worth client environment
- Additional relevant certifications or professional qualifications in finance or investments
Preferred Education & Experience:
- Tertiary qualifications in finance, business, or related fields are highly regarded
- Demonstrated success in client acquisition and developing profitable relationships within the high-net-worth sector
Other Requirements:
- Ability to travel occasionally for client meetings or industry events as needed
- A clean compliance and regulatory record is essential for success in this role
Seize this opportunity to join a leading global investment firm where you can focus on what you excel at—building relationships and winning new business. If you're ready to make a strategic move in your career, don’t hold back—apply now and take the next step towards an exciting future!
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