Job Description

Confidential | Major Australian Banking Group | Sydney

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Sydney HNW & UHNW private clients, integrated wealth platform.

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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.

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Platform highlights:

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Investment capabilities

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- Access to global research & markets
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- Managed discretionary services
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- Alternatives & private markets access
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Client base

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- Business owners & family wealth
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- Intergenerational wealth mandates
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- Cross-referral from broader group
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The role

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- Serve as a primary investment authority for a portfolio of HNW and UHNW client relationships
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- Develop and articulate bespoke investment strategies aligned to each client's goals, risk profile, and time horizon
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- Contribute to house views and investment committee discussions, bringing original research and market perspectives
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- Work alongside private bankers, financial planners, and specialists to deliver integrated advice across the full balance sheet
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- Support the growth of the practice through referrals, thought leadership, and deepening of existing mandates
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Ideal background

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- Strong investment professional from a private bank, wealth manager, or asset management background
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- Demonstrable expertise in constructing and managing multi-asset portfolios for private clients
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- Experienced communicating complex investment concepts to HNW clients and their advisers with clarity and confidence
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- Cooperative 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