Candour Capital is a private wealth firm specialising in fixed income, structured investment solutions, private credit and alternative investment opportunities for high-net-worth and wholesale clients.
Our team combines investment product expertise, client relationship management and operational infrastructure to help clients navigate investment opportunities and build long-term portfolio solutions.
About the Role
Due to continued business growth, Candour Capital is looking for an experienced and commercially minded professional to join our Wealth Management & Investment Solutions team.
This role is suited to candidates with proven client-facing experience, strong relationship management capability and a genuine interest in developing long-term expertise in wealth management and investment solutions.
Candidates may come from wealth management, banking, private banking, mortgage broking, accounting, tax advisory, migration, property, insurance or other professional client-service industries.
An existing client network or referral network will be highly regarded.
This position requires more than client access alone.
The successful candidate will be expected to develop solid knowledge across fixed income, structured products, private credit, investment platforms and portfolio construction, while delivering a professional and highly personalised client experience.
Requirements for the Role
Proven client-facing experience in financial services, professional services or another relationship-driven industry.




Strong ability to build and maintain relationships with high-net-worth clients, wholesale investors, business owners, SMSF trustees, family trusts, company clients and referral partners.
Mature, stable and trustworthy communication style, with strong presentation and interpersonal skills.
Existing client network, referral network or experience working with sophisticated clients will be highly regarded.
Strong interest in wealth management, investment products and long-term client advisory.
Ability and willingness to develop technical knowledge across fixed income, structured products, private credit, investment platforms and portfolio solutions.
Understanding of financial markets, investment products, portfolio construction or advisory processes will be highly regarded.
Strong attention to detail, professional judgement and awareness of compliance and regulatory expectations.
Ability to work both independently and as part of a cohesive team.
Strong English and Mandarin communication skills will be highly regarded.
Additionally, We Will Provide
Middle office, back office and administrative support.
Support with client onboarding, documentation, applications and investment execution.
Access to fixed income, structured product,



private credit and selected alternative investment opportunities.
Access to selected IPOs, primary issuances and private market opportunities.
Investment product support and internal product review capability.
Marketing, client engagement and profile-building support.
Internal investment committee and product discussion support.
Competitive remuneration structure aligned with long-term contribution and client relationship development.
Responsibilities
Building and maintaining professional relationships with clients, referral partners and centres of influence.
Understanding client objectives, risk appetite, liquidity needs and broader portfolio requirements.
Supporting client portfolio reviews, including investment notes, product updates, maturity tracking and reinvestment discussions.
Presenting and explaining investment solutions across fixed income, structured products, private credit and alternative investment opportunities.
Assisting with KYC documentation, wholesale investor certificates, account opening, application documents and investment execution processes.
Preparing or assisting with client-facing materials, product summaries, follow-up emails and market updates.
Monitoring client holdings, coupon payments, maturity dates, early redemption events and reinvestment opportunities.
Working closely with internal teams to ensure client matters and investment processes are completed accurately and professionally.
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📌 Private Wealth Advisor (New South Wales)
🏢 Candour Capital
📍 New South Wales