Client Director - High Net Worth Investors

MARS PARTNERSHIP PTY. LTD.; Sydney; Hybrid; AUD 170,000 - 250,000; Full time

Benefits offered by this job

Qualified lead flow provided

Autonomous, client-facing role

Flexible working environment

Territory-based coverage

Strong marketing and investment team支持

Job summary

MARS PARTNERSHIP PTY. LTD. in Sydney CBD NSW is hiring a Client Director for High Net Worth Investors to lead the acquisition and advisement of affluent investors.

You will work with qualified leads provided by marketing, meet clients, and convert opportunities into long-term relationships across a defined territory. The role emphasizes business development and relationship management, with a hybrid working model and strong support from marketing and investment teams.

Qualifications

• 5+ years' experience in wealth management, private banking, financial advice, investment management, or related financial services.
• Proven track record acquiring and growing relationships with high-net-worth or wholesale investors.
• Strong business development and relationship management capabilities.
• Experience conducting client meetings both virtually and face-to-face.
• Excellent communication, presentation, and consultative selling skills.
• Clean regulatory record.

Responsibilities

• Engage with qualified investor leads generated through marketing initiatives.
• Conduct consultative discussions to understand clients' financial goals and investment objectives.
• Present tailored wealth management and investment solutions.
• Build strong relationships with high-net-worth and wholesale investors.
• Guide prospective clients through onboarding.
• Develop and maintain a strong pipeline within your territory.
• Lead enterprise sales and partner growth in a high-growth technology business.
• Win and convert high-net-worth clients.

Skills

Wealth management

Business development

Relationship management

Client meetings

Consultative selling

Regulatory compliance

Job description

Client Director - High Net Worth Investors

MARS PARTNERSHIP PTY. LTD. – Sydney CBD NSW

Permanent

Hybrid

We're partnering with a global investment management firm seeking an experienced wealth professional to focus exclusively on acquiring and advising high-net-worth investors. This is a unique opportunity to join a highly established organisation where qualified leads are provided, allowing you to focus on what you do best, building trust, providing investment guidance, and growing client relationships. This is a business development focused than a traditional advise role.

The Opportunity

This role is centred on engaging high-net-worth investors and helping them achieve their long-term financial goals through tailored investment solutions.

You'll be supported by a dedicated marketing function that generates qualified opportunities, allowing you to spend your time meeting prospective clients and converting opportunities into long-term relationships.

Key responsibilities include:

• Engaging with qualified investor leads generated through marketing initiatives
• Conducting consultative discussions to understand clients' financial goals and investment objectives
• Presenting tailored wealth management and investment solutions
• Building strong relationships with high-net-worth and wholesale investors
• Guiding prospective clients through the onboarding process
• Developing and maintaining a strong pipeline within your territory
• Exciting opportunity to lead enterprise sales and partner growth in a high-growth technology business.
• Win and convert HNW clients

About You

To be successful in this role, you'll bring:

• 5+ years' experience in wealth management, private banking, financial advice, investment management, or a related financial services environment
• MUST have a proven track record of acquiring and growing relationships with high-net-worth or wholesale investors
• Strong business development and relationship management capabilities
• Experience conducting client meetings both virtually and face-to-face
• Excellent communication, presentation, and consultative selling skills
• A clean regulatory record

What's on Offer

• Qualified lead flow provided
• Strong support from dedicated marketing and investment teams
• Autonomous, client-facing role
• Competitive remuneration with significant earning potential
• Flexible working environment with territory-based coverage