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

- Robust investment professional 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
- Collaborative by nature, with the credibility to operate effectively within a large, matrixed organisation

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📌 Investment Director (New South Wales)
🏢 Thomas Frost Executive
📍 New South Wales