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 clear and balanced manner.
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Solid 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.
#J-*****-Ljbffr

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