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



Structured products
Develop and execute client coverage plans to increase assets under management, trading activity,productpenetrationandoverall client contribution.
Identifybroader commercial opportunities across financing, options,structuredsolutionsandfamily wealth management.
Maintain regular and proactive client engagement, ensuring a consistentlyhigh level of service throughout the client relationship.
Complete all required KYC, AML,suitabilityand client onboarding processesin accordance withregulatory requirements and internal policies.
Consistently achieve or exceed business development, revenue generation,clientacquisitionandrelationshipmanagementobjectives.
About You
You will have:
Demonstrated experience in client acquisition, relationship management,businessdevelopmentorfinancial services sales.
Solid abilitytoestablishcredibilityand build long-term relationships with sophisticated clients.
Strong commercialjudgement,communicationandnegotiation skills.
A proactive, client-focused approach with the ability toidentifyand convert business opportunities.
Ability to work effectively across multiple internal teams and manage competing priorities.
High standardsof integrity,professionalconductandregulatory awareness.
Resilience and the ability to perform in a commercial, target-driven environment.
Understanding offinancial markets and the key drivers of macroeconomic and capital market activity.
An established network of high-net-worth or institutional clients will be highly regarded.




Knowledge of equities, funds, fixed income, structuredproducts,derivativesandother investment products would beadvantageous, but is not essential where thecandidatedemonstratesstrongclient relationships and business development capability.
Required:
Fluent Mandarin and English communication skills are required.
What We Will Assess
During the interview process, we will assess your ability to:
Originate,developandsustain trusted relationships with sophisticated clients.
Demonstrate needs, businessdevelopmentcapabilityandastrongrevenue orientation.
Identifyclient opportunities and translate them intocommerciallyviablesolutions.
Communicate with credibility and executive presence across a broad range of stakeholders.
Influence and negotiate effectively in complex client situations.
Deliver a consistently high standard of client service while managing multiple priorities.
Collaborate effectively across research, trading,product,operationsandcontrol functions.
Perform underpressure,demonstratingresilience,accountabilityandsound decision-making.
Uphold the highest standards ofprofessionalism,integrityandregulatory compliance.
Unlock job insights
Hirer responsiveness Salary match Number of applicants
Your application will include the following questions:
Which of the following statements best describes your right to work in Australia?
How many years' experience do you have as a relationship manager?
How would you rate your Mandarin language skills?
Do you have experience in a sales role?
Do you have experience in a role which requires relationship management experience?
How many years' experience do you have in the financial services industry?
How much notice are you required to give your current employer?
What can I earn as a Relationship Manager
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📌 Senior Relationship Manager / Vice President (New South Wales)
🏢 @
📍 New South Wales