Employment Type
: Full-time
Salary :
Competitive base + uncapped performance commission + super
About Boman Group
Boman Group is a boutique AFSL-licensed wealth management and asset management firm with offices in Melbourne, Sydney, Hong Kong, Singapore, and Mainland China. We provide sophisticated, cross-border wealth solutions to high-net-worth individuals and families, with strong expertise in private equity, private credit, venture capital, and alternative investments.
The Opportunity
We are expanding our Melbourne team and seeking a driven, client-focused Wealth Manager who is fluent in Mandarin and English. This is a highly rewarding front-line role combining relationship management, business development, and holistic financial advice in a fast-growing, entrepreneurial environment.
Key Responsibilities
As a Wealth Manager, your duties will include (but are not limited to):
Identify and target current channels and networks to build a strong sales pipeline
Onboard new high-net-worth clients through company marketing activities and your own personal networks
Convert leads and prospects into long-term clients by delivering valuable, tailored financial advice
Provide full holistic wealth management advice and exceptional ongoing service
Actively grow assets under management through referrals and proactive business development
Collaborate with our in-house private equity,



venture capital, and private credit teams to offer exclusive investment opportunities
About You
To succeed and thrive in this role, you will have:
Minimum 2 years' experience in wealth management, private banking, financial advisory, relationship management, or client-facing financial services
Fluent bilingual proficiency in Mandarin and English (spoken and written)
Self-motivated with a strong drive to exceed personal and team KPIs
Exceptional communication and relationship management skills
Warm, approachable personality and a genuine passion for working with people
Existing high-net-worth client relationships or networks are highly advantageous
Candidates with Private Equity, Venture Capital, or Private Credit experience (e.g., PE/VC funds, private credit teams, family offices, or investment banking) will be prioritized
What We Offer
Attractive base salary + generous uncapped performance commission
Exposure to high-quality private equity, venture capital, and alternative investment deals
Clear career progression with genuine partnership potential
Supportive, entrepreneurial culture with direct access to senior leadership
Boman Group Pty Ltd – Equal Opportunity Employer
We look forward to welcoming a passionate, results-driven team member!
#J-*****-Ljbffr

📌 Wealth Manager (Mandarin-Speaking) – Melbourne
🏢 Boman Corporate
📍 Melbourne