At a Glance
- Tasks: Build and nurture relationships with Chinese private clients and investors.
- Company: Join Sharewise Wealth, a leader in private wealth and equities.
- Benefits: Competitive salary, networking opportunities, and access to exclusive investment events.
- Other info: Dynamic role with potential for long-term career growth in finance.
- Why this job: Make a real impact by connecting high-net-worth investors with exciting opportunities.
- Qualifications: Fluent in Mandarin and English, with strong relationship-building skills.
The predicted salary is between 135000 - 165000 $ per year.
You will become the central relationship point for Sharewise's Chinese private-client network. A major part of the role will involve meeting investors personally, understanding their investment interests and developing genuine long-term relationships. You will work directly with Sharewise senior management, the wealth team and the Corporate Finance & ECM division to develop a high-quality network of private investors interested in Australian equities, portfolio management and selected capital-markets opportunities.
Key responsibilities
- Build relationships with Chinese and Chinese-Australian HNW investors
- Develop new private wealth and portfolio-management relationships
- Build a sophisticated and wholesale investor network for appropriate ECM opportunities
- Organise private investor dinners, CEO presentations and investment events
- Develop referral relationships with accountants, lawyers, business owners, family offices and other professional networks
- Introduce suitable investors to Sharewise advisers and investment professionals
- Work alongside Sharewise Capital on appropriate corporate and ECM opportunities
- Grow the network through referrals and introductions
- Develop Mandarin-language investor communications and content
- Create a premium private-client experience for the Chinese investor community
About you
- Fluent in Mandarin and English
- Highly polished and professional
- Confident dealing with HNW and sophisticated investors
- An outstanding relationship builder
- Commercially minded and entrepreneurial
- Comfortable hosting dinners and networking events
- Highly organised with strong follow-up discipline
- Interested in equities, investment markets and corporate transactions
- Able to develop relationships over months and years rather than focusing solely on immediate transactions
- An existing network within Australia's Chinese HNW or business community would be highly regarded
About us
Sharewise Wealth combines a private wealth and equities business with an active Corporate Finance and ECM division. This provides the private-client network with access to investment professionals, company management teams, investor events and selected capital-markets opportunities.
Head of Chinese Private Clients – Mandarin Speaking in Sydney employer: Sharewise Group
At Sharewise, we pride ourselves on being an exceptional employer that fosters a collaborative and dynamic work culture. As the Head of Chinese Private Clients, you will not only have the opportunity to build meaningful relationships with high-net-worth investors but also benefit from our commitment to employee growth through professional development and networking events. Located in Australia, we offer a unique environment where your contributions directly impact our success while enjoying a premium experience tailored for the Chinese investor community.
