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 strong 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
Versatile working environment with territory-based coverage
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📌 Client Director - High Net Worth Investors (New South Wales)
🏢 MARS PARTNERSHIP
📍 New South Wales
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