Job Description

Client Director - High Net Worth Investors

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MARS PARTNERSHIP PTY. LTD. – Sydney CBD NSW

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Permanent

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Hybrid

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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.

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The Chance

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

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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.

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Key responsibilities include:

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- Engaging with qualified investor leads generated through marketing initiatives
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- Conducting consultative discussions to understand clients' financial goals and investment objectives
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- Presenting tailored wealth management and investment solutions
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- Building strong relationships with high-net-worth and wholesale investors
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- Guiding prospective clients through the onboarding process
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- Developing and maintaining a strong pipeline within your territory
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- Exciting opportunity to lead enterprise sales and partner growth in a high-growth technology business.
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- Win and convert HNW clients
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About You

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

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

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- Qualified lead flow provided
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- Strong support from dedicated marketing and investment teams
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- Autonomous, client-facing role
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- Competitive remuneration with significant earning potential
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- Flexible working environment with territory-based coverage
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📌 Client Director - High Net Worth Investors (New South Wales)
🏢 MARS PARTNERSHIP
📍 New South Wales