Senior Relationship VP: Wealth & Institutional Growth

Square Capital | 時石證券; Sydney; On-site; AUD 180,000 - 260,000; Full time

Job summary

Square Capital is seeking a commercially driven Senior Relationship Manager or Vice President to acquire, manage and grow relationships with high-net-worth and ultra-high-net-worth individuals, corporate clients and institutional investors in Barangaroo, Sydney. This front-office role carries a competitive base salary plus performance incentives.

The successful candidate will understand clients’ investment objectives, risk appetite and capital markets needs, and introduce relevant solutions

Qualifications

• Demonstrated ability to originate, develop and manage long-term relationships with sophisticated clients.
• Strong business development capability and revenue orientation.
• Proven ability to convert opportunities into assets, trading activity and revenue.
• Excellent communication, negotiation and client engagement skills.
• Understanding of capital markets and wealth management needs.

Responsibilities

• Acquire, develop and manage long-term relationships with high-net-worth individuals, corporate clients and institutional investors.
• Understand clients’ investment objectives, liquidity needs, risk tolerance and wealth management requirements.
• Identify opportunities from asset allocation, liquidity management and capital deployment.
• Deliver market insights, investment ideas and bespoke capital markets solutions.
• Partner with Research, Sales Trading, Product, Operations, Risk and Compliance for seamless execution.
• Drive client adoption and distribution of financial products and services (shares, derivatives, ETFs, fixed income, structured products).
• Develop and execute client coverage plans to increase assets under management and trading activity.
• Identify broader opportunities across financing, options, structured solutions and family wealth management.
• Maintain regular client engagement and high service standards; complete KYC/AML and onboarding per regulatory rules.

Skills

Client acquisition

Relationship management

Business development

Financial services sales

Commercial judgement

Negotiation

Regulatory awareness

Team collaboration

Job description

Square Capital is seeking a commercially driven Senior Relationship Manager or Vice President to acquire, manage and grow relationships with high-net-worth and ultra-high-net-worth individuals, corporate clients and institutional investors in Barangaroo, Sydney. This front-office role carries a competitive base salary plus performance incentives.

The successful candidate will understand clients’ investment objectives, risk appetite and capital markets needs, and introduce relevant solutions