We are an established investment group seeking an accomplished senior executive based in Sydney to become the public face of its recently launched Australian fixed income business.

This is a hands-on role for a highly credible relationship builder who can develop and convert relationships with private clients, high net worth individuals and SMSF trustees.

The successful candidate will be appointed Managing Director, Australia and will join the board as an Executive Director. The role will include sales KPIs with incentives included.

The opportunity

The business provides eligible investors with access to fixed income opportunities designed for investors seeking attractive income, clearly defined terms and an alternative to traditional cash and term deposit products.

The Managing Director will take primary responsibility for growing the Australian private client business, building market confidence in the brand and establishing long-term relationships with clients.

The successful candidate must be sales & relationship management focused, progress prospective clients through the decision-making process and deliver measurable capital-raising outcomes.

Key responsibilities

Lead the growth of the Australian private client and fixed income business.

Act as the principal public representative and spokesperson for the company in Australia.

Build and maintain relationships with high-net-worth investors and professional advisers.

Present the company's opportunities clearly, confidently and professionally.

Conduct investor meetings, presentations, briefings and follow-up discussions.

Manage the complete client acquisition process from initial introduction through to investment completion.

Develop and execute a national sales and distribution strategy.

Represent the business at private client events, industry functions, seminars and selected media engagements.

Provide market feedback to the board and contribute to product, positioning and distribution strategy.

Establish appropriate sales disciplines, reporting systems, pipeline management and performance standards.





Work closely with the board, compliance advisers, legal counsel and operations team to ensure communications and client engagement remain accurate and appropriate.

Contribute actively as an Executive Director of the Australian business.

The person

We are seeking a commercially driven executive with an established reputation, strong personal networks and the ability to build trust with investors.

The successful candidate will ideally have:

Senior experience in private wealth, fixed income, funds management, investment distribution, private banking, capital markets or financial services.

A demonstrated record of raising capital or generating significant revenue from private clients.

Strong presentation, communication and relationship-management skills.

The confidence and credibility to represent the company publicly.

A practical, hands-on approach to sales and client development.

The ability to explain investment structures, commercial terms and risk considerations in a clear and balanced manner.

Solid commercial judgement and an understanding of the importance of regulatory and reputational discipline.

Experience leading a business unit, sales function or national distribution strategy.

The maturity and governance capability required of a company director.

Relevant tertiary qualifications and appropriate financial-services credentials will be highly regarded.

What success looks like

The Managing Director will be expected to:

Build a high-quality and active investor pipeline.

Develop recurring relationships with private clients and referral partners.

Deliver consistent capital inflows across the company's fixed income opportunities.

Increase the company’s profile and credibility within the Australian private wealth market.

Create a disciplined, scalable and relationship-led distribution platform.

Become a trusted and recognisable public representative of the brand.

Remuneration

An attractive executive remuneration package will be offered, comprising:

Performance-based incentives linked to capital raised and business growth.

Executive Director appointment.

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📌 Managing Director (New South Wales)
🏢 seek.com.au
📍 New South Wales