Job Description

The opportunity

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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.

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Key responsibilities

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- Lead the growth of the Australian private client and fixed income business.
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- Act as the principal public representative and spokesperson for the company in Australia.
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- Build and maintain relationships with high-net-worth investors and professional advisers.
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- Present the company's opportunities clearly, confidently and professionally.
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- Conduct investor meetings, presentations, briefings and follow-up discussions.
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- Manage the complete client acquisition process from initial introduction through to investment completion.
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- Develop and execute a national sales and distribution strategy.
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- Represent the business at private client events, industry functions, seminars and selected media engagements.
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- Provide market feedback to the board and contribute to product, positioning and distribution strategy.
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- Establish appropriate sales disciplines, reporting systems, pipeline management and performance standards.
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- Work closely with the board, compliance advisers, legal counsel and operations team to ensure communications and client engagement remain accurate and appropriate.
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- Contribute actively as an Executive Director of the Australian business.
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The person

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

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The successful candidate will ideally have:

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- Senior experience in private wealth, fixed income, funds management, investment distribution,



private banking, capital markets or financial services.
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- A demonstrated record of raising capital or generating significant revenue from private clients.
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- Strong presentation, communication and relationship‐management skills.
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- The confidence and credibility to represent the company publicly.
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- A practical, hands‐on approach to sales and client development.
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- The ability to explain investment structures, commercial terms and risk considerations in a explicit and balanced manner.
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- Strong commercial judgement and an understanding of the importance of regulatory and reputational discipline.
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- Experience leading a business unit, sales function or national distribution strategy.
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- The maturity and governance capability required of a company director.
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- Relevant tertiary qualifications and appropriate financial‐services credentials will be highly regarded.
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What success looks like

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- Build a high‐quality and active investor pipeline.
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- Develop recurring relationships with private clients and referral partners.
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- Deliver consistent capital inflows across the company's fixed income opportunities.
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- Increase the company's profile and credibility within the Australian private wealth market.
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- Create a disciplined, scalable and relationship‐led distribution platform.
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- Become a trusted and recognisable public representative of the brand.
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Remuneration

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An attractive executive remuneration package will be offered, comprising:

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- Performance-based incentives linked to capital raised and business growth.
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- Executive Director appointment.
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Apply

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We are interviewing now for an immediate start. All enquiries and applications will be treated in strict confidence.

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📌 Managing Director (New South Wales)
🏢 @
📍 New South Wales