Job Description
Senior Relationship Manager / Vice President
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Senior Relationship Manager / Vice President
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Private Clients and Institutional Relationships
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Barangaroo, Sydney | Front Office Relationship Role | Competitive Base Salary + Performance Incentives
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Square Capital isseekinga commercially driven Senior Relationship Manager or Vice President toacquire, manage and grow relationships with high-net-worth and ultra-high-net-worth individuals,
corporateclientsand
institutional investors.
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This is a front-office, revenue-generating role with responsibility for recent client acquisition,
relationshipmanagementand
portfolio growth. The successful candidate will be expected to understand clients'
investmentobjectives,
risk appetite and
capitalmarketsneeds,
and to introduce relevant solutions across the firm's product offering.
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The role requires strong business development capability, confidence engaging
sophisticatedclientsand
a proven ability to convert relationships into assets, tradingactivityand revenue.
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Key Responsibilities
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Acquire(originate),developand
manage long-
termrelationshipswith
high-net-worth and ultra-high-net-worth individuals,
corporateclientsand
institutional investors;
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Develop a comprehensive understanding of each client's
investmentobjectives,
portfolio construction, liquidity requirements, risktoleranceand broader wealth management needs.
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Identifyopportunities
arising from clients' strategic asset allocation,
liquiditymanagementand
capital deployment requirements.
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Deliver differentiated market insights, investment ideas and bespoke
capitalmarketssolutions
aligned with clients'objectives.
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Partner closely with Research, Sales Trading, Product, Operations, Risk and Compliance teams to deliver seamless execution and an integrated client experience.
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Drive client adoption and distributionof financial products and services, including: Sharesand margin financing, ETF, Funds management products, Fixed-income products,



Structured products
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Develop and execute client coverage plans to increase assets under management, trading activity,
productpenetrationand
overall client contribution.
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Identifybroader commercial opportunities across financing, options,
structuredsolutionsand
family wealth management.
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Maintain regular and proactive client engagement, ensuring a consistentlyhigh level of service throughout the client relationship.
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Complete all required KYC, AML,suitabilityand client onboarding processesin accordance withregulatory requirements and internal policies.
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Consistently achieve or exceed business development, revenue generation,
clientacquisitionand
relationship
managementobjectives.
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About You
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You will have:
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Demonstrated experience in client acquisition, relationship management,
businessdevelopmentor
financial services sales.
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Robust ability
toestablishcredibility
and build long-term relationships with sophisticated clients.
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Strong commercial
judgement,communicationand
negotiation skills.
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A proactive, client-focused approach with the ability toidentifyand convert business opportunities.
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Ability to work effectively across multiple internal teams and manage competing priorities.
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High standardsof integrity,
professionalconductand
regulatory awareness.
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Resilience and the ability to perform in a commercial, target-driven environment.
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Understanding offinancial markets and the key drivers of macroeconomic and capital market activity.
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An established network of high-net-worth or institutional clients will be highly regarded.
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Knowledge of equities, funds, fixed income, structured
products,derivativesand
other investment products would beadvantageous, but is not essential where the
candidatedemonstratesstrong
client relationships and business development capability.
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Required:
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What We Will Assess
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During the interview process, we will assess your ability to:
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Originate,developand
sustain trusted relationships with sophisticated clients.
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Demonstrate needs, business
developmentcapabilityanda
strongrevenue orientation.
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Identifyclient opportunities and translate them into
commerciallyviablesolutions.
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Communicate with credibility and executive presence across a broad range of stakeholders.
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Influence and negotiate effectively in complex client situations.
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Deliver a consistently high standard of client service while managing multiple priorities.
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Collaborate effectively across research, trading,
product,operationsand
control functions.
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Perform under
pressure,demonstratingresilience,accountabilityand
sound decision-making.
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Uphold the highest standards of
professionalism,integrityand
regulatory compliance.
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Unlock job insights
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Hirer responsiveness Salary match Number of applicants
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Your application will include the following questions:
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Which of the following statements best describes your right to work in Australia?
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How many years' experience do you have as a relationship manager?
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How would you rate your Mandarin language skills?
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Do you have experience in a sales role?
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Do you have experience in a role which requires relationship management experience?
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How many years' experience do you have in the financial services industry?
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How much notice are you required to give your current employer?
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What can I earn as a Relationship Manager
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📌 Senior Relationship Manager / Vice President (New South Wales)
🏢 @
📍 New South Wales