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Wealth Business Development - Australia

Buscojobs

Greater London

On-site

GBP 60,000 - 110,000

Full time

Today
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Job summary

An established industry player is seeking a dynamic individual to join their Client Solutions team, focusing on the Australian private wealth market. This role involves promoting and managing investment solutions while expanding the client base within the private wealth sector. The ideal candidate will possess strong relationship management skills, a deep understanding of investment strategies, and a passion for growing the business. If you are self-motivated and eager to contribute to a collaborative team environment, this opportunity offers a chance to make a significant impact in a thriving market.

Qualifications

  • 15+ years of experience in client relationship management.
  • Strong understanding of the Victorian, Tasmanian, and South Australian markets.

Responsibilities

  • Develop expertise in private markets and investment strategies.
  • Manage key product offerings and client relationships.
  • Expand client base and acquire new clients.

Skills

Client relationship management
Private wealth management
Communication skills
Investment strategies
Team collaboration

Education

Bachelor's degree

Job description

Overview

The Client Solutions team specializes 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 experienced 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

  1. Develop expertise in private markets, products, and investment strategies across various asset classes.
  2. Manage key product offerings and client relationships locally.
  3. Expand the current client base and acquire new clients.
  4. Collaborate with [Company]'s internal teams, including investment professionals, client service, and other sales members, to ensure timely responses to consultant and client requests.
  5. Proactively source investments from clients, prospects, GPs, and other industry contacts.

Candidate Profile

  1. Passionate, entrepreneurial, and highly driven to grow the private wealth business in Australia.
  2. Based in Melbourne.
  3. Skilled in relationship management.
  4. Able to communicate effectively with internal and external stakeholders in a professional manner.
  5. Interested in global financial markets and alternative investments.
  6. A team player who contributes to the overall success of the team.
  7. Self-motivated and proactive with strong prioritization skills.
  8. Holds a Bachelor's degree from a top academic institution.
  9. Has at least 15 years of experience in:
    1. Client relationship management.
    2. Victorian, Tasmanian, and South Australian private wealth markets.
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