Job Description
Employment Type: Full-time
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Salary : Competitive base + uncapped performance commission + super
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About Boman Group
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Boman Group is a boutique AFSL-licensed wealth management and asset management firm with offices in Melbourne, Sydney, Hong Kong, Singapore, and Mainland China. We provide sophisticated, cross-border wealth solutions to high-net-worth individuals and families, with strong expertise in private equity, private credit, venture capital, and alternative investments.
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The Opportunity
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We are expanding our Melbourne team and seeking a driven, client-focused Wealth Manager who is fluent in Mandarin and English. This is a highly rewarding front-line role combining relationship management, business development, and holistic financial advice in a fast-growing, entrepreneurial environment.
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Key Responsibilities
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As a Wealth Manager, your duties will include (but are not limited to):
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Identify and target new channels and networks to build a strong sales pipeline
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Onboard new high-net-worth clients through company marketing activities and your own personal networks
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Convert leads and prospects into long-term clients by delivering valuable, tailored financial advice
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Provide full holistic wealth management advice and exceptional ongoing service
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Actively grow assets under management through referrals and proactive business development
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Collaborate with our in-house private equity,



venture capital, and private credit teams to offer exclusive investment opportunities
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About You
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To succeed and thrive in this role, you will have:
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Minimum 2 years' experience in wealth management, private banking, financial advisory, relationship management, or client-facing financial services
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Fluent bilingual proficiency in Mandarin and English (spoken and written)
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Self-motivated with a strong drive to exceed personal and team KPIs
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Exceptional communication and relationship management skills
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Warm, approachable personality and a genuine passion for working with people
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Existing high-net-worth client relationships or networks are highly advantageous
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Candidates with Private Equity, Venture Capital, or Private Credit experience (e.g., PE/VC funds, private credit teams, family offices, or investment banking) will be prioritized
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What We Offer
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Attractive base salary + generous uncapped performance commission
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Exposure to high-quality private equity, venture capital, and alternative investment deals
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Explicit career progression with genuine partnership potential
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Supportive, entrepreneurial culture with direct access to senior leadership
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Boman Group Pty Ltd – Equal Opportunity Employer
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We look forward to welcoming a passionate, results-driven team member!
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📌 Wealth Manager (Mandarin-Speaking) - Melbourne (Victoria)
🏢 Boman Corporate
📍 Victoria