Confidential | Major Australian Banking Group | Sydney
Sydney HNW & UHNW private clients, integrated wealth platform.
One of Australia's most established wealth management platforms — backed by the scale and distribution of a major banking group — is deepening its investment capability. This is a senior hire into a well-resourced team with a meaningful existing client base and genuine institutional support behind it.
Platform highlights: Investment capabilities
- Access to global research & markets
- Managed discretionary services
- Alternatives & private markets access
Client base
- Business owners & family wealth
- Intergenerational wealth mandates
- Cross-referral from broader group
The role
- Serve as a primary investment authority for a portfolio of HNW and UHNW client relationships
- Develop and articulate bespoke investment strategies aligned to each client's goals, risk profile, and time horizon
- Contribute to house views and investment committee discussions, bringing original research and market perspectives
- Work alongside private bankers, financial planners, and specialists to deliver integrated advice across the full balance sheet
- Support the growth of the practice through referrals, thought leadership, and deepening of existing mandates
Ideal background
- Strong investment professional from a private bank, wealth manager, or asset management background
- Demonstrable expertise in constructing and managing multi-asset portfolios for private clients
- Experienced communicating complex investment concepts to HNW clients and their advisers with clarity and confidence
- Collaborative by nature, with the credibility to operate effectively within a large, matrixed organisation
Investment Director employer: Thomas Frost Executive
Join a dynamic and innovative Livestock Funder that is set to make waves in the industry across Victoria and South Australia. With a strong focus on employee growth, we offer a collaborative work culture that values ambition and passion for livestock funding, providing you with the opportunity to build meaningful relationships and drive significant business growth. Our commitment to your professional development ensures that you will thrive in a supportive environment while contributing to our exciting expansion plans.
