Head of Chinese Private Clients – Mandarin Speaking

Sharewise Group; Sydney; On-site; AUD 180,000 - 270,000; Full time

Job summary

Sharewise Group seeks a Head of Chinese Private Clients fluent in Mandarin and English to lead its Chinese private-client network in Australia. You will meet investors, understand interests, and cultivate long-term relationships with HNW individuals, coordinating with wealth and ECM teams.

The role emphasises hosting dinners and events, building a premium Mandarin-language investor experience, and developing referrals across professional networks.

Qualifications

• Fluent in Mandarin and English.
• Highly polished and professional.
• Confident dealing with HNW and sophisticated investors.
• An outstanding relationship builder.
• Commercially minded and entrepreneurial.

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 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.
• 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.

Skills

Mandarin language

English language

Relationship building

Networking

Event hosting

Job description

Head of Chinese Private Clients – Mandarin Speaking

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.