/n /n

- /n Own a high‑value NSW adviser portfolio and turn trusted relationships into sustainable FUM growth, backed by deep investment capability and a respected brand. /n
- /n work shoulder‑to‑shoulder with top‑tier investment teams and bring differentiated solutions to Australia’s private wealth market. /n
- /n A genuine front‑line growth role where commercial judgement, adviser trust and smart execution directly shape outcomes. /n /n /n 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. /n /n 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. /n /n 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. /n /n 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. /n /n About the Role /n you will be responsible for driving growth across agreed Private Wealth accounts,



primarily with Investment Advisers based in NSW. /n /n Key responsibilities include: /n /n

- /n Drive net flows and FUM growth across agreed NSW private wealth accounts /n
- /n Build and execute strategic account plans (activity, pipeline, conversion and retention) /n
- /n Run a bottom-up Investment Adviser engagement strategy (segmentation, cadence, prioritisation) /n
- /n Lead adviser conversations from first meeting through to commitment and ongoing growth /n
- /n Partner with internal teams to deliver coordinated, high-quality account management /n
- /n Build strong relationships with key external stakeholders (platforms, associations, industry partners) /n
- /n Maintain high standards of ethical conduct, risk awareness and compliance /n
- /n Champion continuous improvement and operational discipline in how the channel operates /n /n /n About you /n You’ll bring a solid background in financial services distribution, with a strong understanding of private wealth and adviser channels. /n /n We’re looking for someone with: /n /n
- /n A bachelor’s or master’s degree in finance or a related discipline /n
- /n Demonstrated success in a sales or distribution role within financial services, ideally across private wealth or adviser channels /n
- /n Strong knowledge of financial markets and wealth management, including Private Wealth /n
- /n Strong commercial instincts, with the ability to negotiate,



influence and close opportunities /n
- /n Confidence presenting investment solutions, market insights and value propositions in a way that resonates with advisers /n
- /n A structured, self‑led approach to running your territory - planning activity, prioritising accounts and managing pipeline /n
- /n Sound judgment and professionalism, with a strong commitment to ethical conduct, risk awareness and compliance /n
- /n Strong account management capability /n
- /n Commercial acumen, including negotiation and influencing skills /n /n /n /n How we work /n 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. /n /n Employee benefits /n /n
- /n Work from anywhere in Australia for up to one month each year /n
- /n An annual allowance to empower you to prioritise your personal wellbeing /n
- /n Study support and commitment to supporting career development /n /n /n Diversity and inclusion /n /n
- /n Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy /n
- /n A growing number of employee-led networks who work to raise awareness and drive continued change /n
- /n We support over 50 First Nations Communities, helping to secure the communities' future. We encourage applications from Aboriginal and Torres Strait Islander People /n /n /n 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. /n /n

📌 Key Account Manager NSW (Sydney)
🏢 Perpetual
📍 Sydney