Senior Wealth Manager – Private Markets & Pre-IPO in Melbourne

Senior Wealth Manager – Private Markets & Pre-IPO in Melbourne

Melbourne Full-Time 135000 - 165000 $ / year (est.) On-site
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At a Glance

  • Tasks: Advise high-net-worth clients on unlisted equity and pre-IPO deals.
  • Company: Orbit Australia Consulting Services, a leader in wealth management.
  • Benefits: Competitive salary, flexible working hours, and professional growth opportunities.
  • Other info: Opportunity to manage client relationships from start to finish.
  • Why this job: Join a dynamic team and make a real impact in private markets.
  • Qualifications: Strong knowledge of equities, compliance, and excellent communication skills.

The predicted salary is between 135000 - 165000 $ per year.

Orbit Australia Consulting Services in Melbourne is seeking a results-driven Relationship Manager to advise HNI/UHNI clients on unlisted equity, pre-IPO deals, and secondary market transactions. You will own the client lifecycle from first contact through KYC, execution, and post-sale relationship management.

The role requires strong knowledge of equities and fixed income, familiarity with SEBI-style compliance in a cross-border context, and excellence in communication, negotiation.

Senior Wealth Manager – Private Markets & Pre-IPO in Melbourne employer: Orbit Australia Consulting Services

At Orbit Australia Consulting Services, we pride ourselves on being an exceptional employer that values the well-being and professional growth of our Veterinary Nurses. Located in Glenroy VIC, we offer a supportive work culture that fosters collaboration and continuous learning, with opportunities for career advancement in a dynamic ER and specialty environment. Our commitment to high-quality animal care is matched by our dedication to employee satisfaction, making us a rewarding place to build your career.

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Contact Details:

Orbit Australia Consulting Services Recruitment Team

We think you need these skills to ace Senior Wealth Manager – Private Markets & Pre-IPO in Melbourne

Relationship Management
Knowledge of Equities
Knowledge of Fixed Income
KYC (Know Your Customer)
Compliance Knowledge
Negotiation Skills
Communication Skills