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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.
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
Candidate Profile