Our client is a leading ASX-listed financial services firm specialising in alternative asset management, lending, corporate advisory and equities.
With over 800 professionals across Australia, Hong Kong, Singapore, New Zealand, China, the Philippines and the United States, the business has built a strong reputation for delivering innovative investment solutions across real estate, credit, equities, hospitality private equity and venture capital.
An opportunity has arisen for a high-performing and proactive
Distribution Executive
to join the Melbourne team.
This position sits within a collaborative and fast-paced distribution team, supporting a sophisticated client base of international wholesale investors, high-net-worth individuals and family offices.
The role is a key link between client-facing relationship managers and back-office operations, offering strong exposure across investor onboarding, client servicing, operations and distribution support.
The Opportunity
This is a fantastic opportunity for someone with experience within funds management, private banking, wealth management or a family office environment who is looking to further develop their career within a leading alternative asset manager.
The successful candidate will join a highly regarded team where the previous incumbent was promoted internally, highlighting the genuine career progression opportunities available within the business.
Key Responsibilities
Client Onboarding & Investor Services
Support relationship managers with investor onboarding, documentation and account maintenance
Manage client onboarding workflows including KYC/AML screening, data collection and account setup
Coordinate investor documentation through Salesforce, DocuSign and internal systems
Liaise closely with Compliance, Finance and Operations teams regarding onboarding and client data processes
Maintain accurate investor records across CRM systems, unit registries and internal databases
Prepare investment confirmations and onboarding communications




Respond to investor queries and provide a high level of client service
Assist with client reporting and ongoing investor communications
Support Mandarin translations where required
Distribution & Relationship Support
Build strong relationships with referral partners, investors and internal stakeholders
Support distribution and marketing initiatives across the broader team
Assist with commission tracking and reconciliation processes
Coordinate marketing materials, presentations and event logistics
Attend investor and marketing events alongside relationship managers where required
Operations & Projects
Identify opportunities for operational and process improvements
Support KYC and operational enhancement projects
Liaise with data teams regarding management reporting and workflow improvements
Assist with ad hoc business and operational initiatives
About You
4–5+ years' experience within funds management, private banking, private wealth or a family office workplace
Experience supporting high-net-worth or sophisticated investors
Strong understanding of KYC/AML and financial services documentation
Fluent in
Mandarin or Cantonese
, with the ability to read Mandarin highly preferred
Strong attention to detail and organisational skills
A proactive, solution-driven mindset with the ability to take initiative
Excellent communication and stakeholder management skills
A collaborative team player who enjoys working in a fast-paced environment
Experience with CRM systems such as Salesforce highly regarded
What's on Offer
Opportunity to join a leading alternative asset manager
Strong career progression opportunities within a growing business
Exposure to sophisticated international investors and senior stakeholders
Collaborative, high-performing and entrepreneurial team culture
Competitive salary package with performance bonus structure
Stable and supportive team environment with manageable working hours
This role will suit a polished and commercially minded client services professional looking to step into a dynamic middle-office role with solid long-term career growth potential.
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📌 Distribution Specialist (Melbourne)
🏢 Keegan Adams Recruitment
📍 Melbourne