Job Description

Head of Chinese Private Clients – Mandarin Speaking n

You will become the central relationship point for Sharewise's Chinese private-client network. A major part of the role will involve meeting investors personally, understanding their investment interests and developing genuine long-term relationships. You will work directly with Sharewise senior management, the wealth team and the Corporate Finance & ECM division to develop a high-quality network of private investors interested in Australian equities, portfolio management and selected capital-markets opportunities.

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Key responsibilities

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Build relationships with Chinese and Chinese-Australian HNW investors

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Develop new private wealth and portfolio-management relationships

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Build a sophisticated and wholesale investor network for appropriate ECM opportunities

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Organise private investor dinners, CEO presentations and investment events

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Develop referral relationships with accountants, lawyers, business owners, family offices and other professional networks

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Introduce suitable investors to Sharewise advisers and investment professionals

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Work alongside Sharewise Capital on appropriate corporate and ECM opportunities

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Grow the network through referrals and introductions

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Develop Mandarin-language investor communications and content

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Create a premium private-client experience for the Chinese investor community

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About you

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Fluent in Mandarin and English

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Highly polished and qualified

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Confident dealing with HNW and sophisticated investors

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An outstanding relationship builder

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Commercially minded and entrepreneurial

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Comfortable hosting dinners and networking events

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Highly organised with strong follow-up discipline

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Interested in equities, investment markets and corporate transactions

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Able to develop relationships over months and years rather than focusing solely on immediate transactions

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An existing network within Australia's Chinese HNW or business community would be highly regarded

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About us

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Sharewise Wealth combines a private wealth and equities business with an active Corporate Finance and ECM division. This provides the private-client network with access to investment professionals, company management teams, investor events and selected capital-markets opportunities.

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📌 Head of Chinese Private Clients - Mandarin Speaking (Sydney)
🏢 Sharewise Group
📍 Sydney