Confidential | Major Australian Banking Group | Sydney

Sydney HNW & UHNW private clients, integrated wealth platform.

One of Australia's most established wealth management platforms — backed by the scale and distribution of a major banking group — is deepening its investment capability. This is a senior hire into a well-resourced team with a meaningful existing client base and genuine institutional support behind it.

Platform highlights:

Investment capabilities
Access to global research & markets
Managed discretionary services
Alternatives & private markets access

Client base
Business owners & family wealth
Intergenerational wealth mandates
Cross-referral from broader group

The role
Serve as a primary investment authority for a portfolio of HNW and UHNW client relationships
Develop and articulate bespoke investment strategies aligned to each client's goals, risk profile, and time horizon




Contribute to house views and investment committee discussions, bringing original research and market perspectives
Work alongside private bankers, financial planners, and specialists to deliver integrated advice across the full balance sheet
Support the growth of the practice through referrals, thought leadership, and deepening of existing mandates

Ideal background
Solid investment skilled from a private bank, wealth manager, or asset management background
Demonstrable expertise in constructing and managing multi-asset portfolios for private clients
Experienced communicating complex investment concepts to HNW clients and their advisers with clarity and confidence
Team-oriented by nature, with the credibility to operate effectively within a large, matrixed organisation
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📌 Investment Director City Of Sydney
🏢 Thomas Frost Executive
📍 City of Sydney