Director, Australian Wealth Distribution

Barings; Sydney; On-site; AUD 180,000 - 240,000; Full time

Job summary

Barings is seeking a Director, Australian Wealth Distribution based in Sydney to drive distribution of wholesale and retail investment strategies through national channels. The role covers IFAs, retail consultants, private banks, family offices, and HNW clients, reporting to Head of Australian Wealth Distribution.

The successful candidate will lead opportunities, educate clients, and deliver tailored investment solutions while collaborating with investment teams and stakeholders to clearly

Qualifications

• Track record of meeting sales targets.
• Strong knowledge of investment products, financial markets and portfolio concepts.
• Excellent communication and presentation skills.
• Bachelor's degree in finance/economics; CFA/CAIA/MBA preferred.
• RG146 compliant.

Responsibilities

• Identify and pursue business opportunities within the desired channels.
• Conduct client meetings, presentations, and seminars to educate clients on Barings’ offerings.
• Provide tailored investment solutions and superior client service.
• Collaborate with investment teams to articulate strategies and value propositions.
• Monitor market trends to identify distribution opportunities.
• Assist with national roadshows and industry events.
• Travel domestically or internationally as necessary.

Skills

Sales targets

Investment products

Communication

Presentation skills

Client relationship management

Education

Bachelor's in finance/economics

CFA/CAIA/MBA preferred

Job description

Director, Australian Wealth Distribution

At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients.

We thank you for your interest in joining the Barings team, and invite you to explore our current employment opportunities.

Barings is a US$502 billion global alternative asset manager that partners with institutional, insurance and wealth clients and supports leading businesses with flexible financing solutions. The firm, a subsidiary of MassMutual with a minority investment from MS&AD, seeks to deliver excess returns by leveraging its global scale and capabilities across credit, real assets, capital solutions and emerging markets.

Job Summary

Due to expansion, our Australian business is currently seeking a Director, Australian Wealth Distribution to assist with the distribution of our wholesale and retail investment strategies into the local wealth channel. The successful candidate will support in the coverage of national clients and prospects. Depending on experience these will encompass a range of Independent Financial Advisers (IFAs), retail consultants, private wealth management groups, private banks, family offices and Hight Net-Worth (HNW) individuals. The candidate will be based in Sydney and will report to the Head of Australian Wealth Distribution.

Primary Responsibilities

• Identifying and pursuing business opportunities within the desired channels, fostering long-term relationships with key stakeholders.
• Conducting regular client meetings, presentations, and seminars to educate and support clients in relation to Barings’ investment offering.
• Providing tailored investment solutions and superior service to meet the needs of clients and prospects.
• Collaborating closely with investment teams and other stakeholders to clearly articulate investment strategies and value propositions effectively.
• Ongoing monitoring of market trends and competitor activities to identify potential distribution opportunities.
• Assisting with the management of national roadshows, industry convention engagement or similar events.
• Domestic or international travel as necessary.

Qualifications

• Proven experience in a similar role, with a track record of successfully meeting sales targets.
• Strong understanding of investment products, financial markets and portfolio construction concepts. A deep knowledge of public and private Fixed Income, and Real Estate asset classes is preferred.
• Exceptional communication and presentation skills, with the ability to articulate complex investment concepts clearly and effectively.
• Strategic thinker with a proactive and organised approach to business development and client relationship management.
• Bachelor’s degree in finance, economics, or a related field. Postgraduate qualifications such as a CFA, CAIA, MBA or master’s degree preferred.
• RG146 compliant.

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Barings is an Equal Employment Opportunity employer; Minority/Female/Age/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply.