Job Description

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Own a high value NSW adviser portfolio and turn trusted relationships into sustainable FUM growth, backed by deep investment capability and a respected brand.

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work shoulder to shoulder with top tier investment teams and bring differentiated solutions to Australia's private wealth market.

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A genuine front line growth role where commercial judgement, adviser trust and smart execution directly shape outcomes.

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Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.

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Our global multi-boutique asset management business offering an extensive range of specialist investment capabilities through seven boutiques and brands in key regions globally. Within Australia, Perpetual and Pendal have a broad range of capabilities across Australian and global equities, credit, fixed income, multi-asset and ESG. We have a growing presence in the US, UK and Europe through our brands Barrow Hanley, Trillium, JO Hambro, Regnan and TSW.

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At Perpetual Asset Management, we work closely with advisers to help deliver long term outcomes for clients. We're looking for a Private Wealth Distribution professional to help grow our presence across NSW, working with Investment Advisers to expand funds under management and deepen strategic relationships.

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This role is well suited to someone with strong private wealth experience who enjoys building trusted partnerships, executing clear sales strategies, and working closely with investment and internal stakeholder teams.

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About the Role

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you will be responsible for driving growth across agreed Private Wealth accounts,



primarily with Investment Advisers based in NSW.

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Key responsibilities include:

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Drive net flows and FUM growth across agreed NSW private wealth accounts

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Build and execute strategic account plans (activity, pipeline, conversion and retention)

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Run a bottom-up Investment Adviser engagement strategy (segmentation, cadence, prioritisation)

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Lead adviser conversations from first meeting through to commitment and ongoing growth

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Partner with internal teams to deliver coordinated, high-quality account management

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Build solid relationships with key external stakeholders (platforms, associations, industry partners)

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Maintain high standards of ethical conduct, risk awareness and compliance

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Champion continuous improvement and operational discipline in how the channel operates

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About you

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You'll bring a solid background in financial services distribution, with a strong understanding of private wealth and adviser channels.

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We're looking for someone with:

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A bachelor's or master's degree in finance or a related discipline

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Demonstrated success in a sales or distribution role within financial services, ideally across private wealth or adviser channels

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Strong knowledge of financial markets and wealth management, including Private Wealth

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Strong commercial instincts, with the ability to negotiate,



influence and close opportunities

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Confidence presenting investment solutions, market insights and value propositions in a way that resonates with advisers

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A structured, self led approach to running your territory - planning activity, prioritising accounts and managing pipeline

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Sound judgment and professionalism, with a strong commitment to ethical conduct, risk awareness and compliance

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Strong account management capability

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Commercial acumen, including negotiation and influencing skills

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How we work

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Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients, the way we approach decision-making to the questions we ask and the problems we solve.

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Employee benefits

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Work from anywhere in Australia for up to one month each year

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An annual allowance to empower you to prioritise your personal wellbeing

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Study support and commitment to supporting professional development

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Diversity and inclusion

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Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy

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A growing number of employee-led networks who work to raise awareness and drive continued change

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We support over 50 First Nations Communities, helping to secure the communities' future. We encourage applications from Aboriginal and Torres Strait Islander People

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We're committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive .

📌 Key Account Manager NSW (New South Wales)
🏢 Perpetual
📍 New South Wales