Client Director - High Net Worth Investors

MARS PARTNERSHIP PTY. LTD. – Sydney CBD NSW

Permanent

Hybrid

We're partnering with a global investment management firm seeking an experienced wealth professional to focus exclusively on acquiring and advising high-net-worth investors. This is a unique opportunity to join a highly established organisation where qualified leads are provided, allowing you to focus on what you do best, building trust, providing investment guidance, and growing client relationships. This is a business development focused than a traditional advise role.

The Opportunity

This role is centred on engaging high-net-worth investors and helping them achieve their long-term financial goals through tailored investment solutions.

You'll be supported by a dedicated marketing function that generates qualified opportunities, allowing you to spend your time meeting prospective clients and converting opportunities into long-term relationships.

Key responsibilities include:

- Engaging with qualified investor leads generated through marketing initiatives
- Conducting consultative discussions to understand clients' financial goals and investment objectives
- Presenting tailored wealth management and investment solutions




- Building strong relationships with high-net-worth and wholesale investors
- Guiding prospective clients through the onboarding process
- Developing and maintaining a robust pipeline within your territory
- Exciting opportunity to lead enterprise sales and partner growth in a high-growth technology business.
- Win and convert HNW clients

About You

To be successful in this role, you'll bring:

- 5+ years' experience in wealth management, private banking, financial advice, investment management, or a related financial services environment
- MUST have a proven track record of acquiring and growing relationships with high-net-worth or wholesale investors
- Strong business development and relationship management capabilities
- Experience conducting client meetings both virtually and face-to-face
- Excellent communication, presentation, and consultative selling skills
- A clean regulatory record

What's on Offer

- Qualified lead flow provided
- Strong support from dedicated marketing and investment teams
- Autonomous, client-facing role
- Competitive remuneration with significant earning potential
- Flexible working environment with territory-based coverage

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📌 Client Director - High Net Worth Investors (Sydney)
🏢 MARS PARTNERSHIP
📍 Sydney