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 skilled 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 Opportunity
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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