Wealth Business Development - Australia
Wealth Business Development - Australia
Overview
The Client Solutions team specialises in providing innovative private market investment solutions to clients globally. This role is part of the Australian private wealth sales team.
Over the past twelve years, the firm's Australian private wealth division has seen substantial growth. To build on this success, they are seeking an individual to promote and manage their existing funds for private wealth clients in Australia, focusing on the Victorian, Tasmanian, and South Australian regions.
The ideal candidate will manage several existing accounts and identify new clients within the private wealth/wholesale sector of the Australian market.
Key Responsibilities
The role involves:
- Developing expertise in private markets and products and investment strategies across various asset classes.
- Managing key product offerings and client relationships locally.
- Expanding the current client base and acquiring new clients.
- Collaborating with [Company]'s internal teams, including investment professionals, client service, and other sales members, to ensure timely responses to consultant and client requests.
- Proactively sourcing investments from clients, prospects, GPs, and other industry contacts.
Candidate Profile
The successful candidate will be:
- Passionate, entrepreneurial, and highly driven to help grow the private wealth business in Australia.
- Based in Melbourne.
- Skilled in relationship management.
- Able to communicate effectively with both internal and external stakeholders in a professional manner.
- Interested in global financial markets and alternative investments.
- A team player who contributes to the overall success of the team.
- Self-motivated and proactive with strong prioritisation skills.
- Holding a Bachelor's degree from a top academic institution.
- Experienced with 15 years in:
- Retail investment sales.
- Client relationship management.
- Victorian, Tasmanian & South Australian private wealth markets.
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