Investor Services and Relationship Associate (Sydney)

Investor Services and Relationship Associate (Sydney)

12 Nov
|
AltX Financial Group
|
Sydney

12 Nov

AltX Financial Group

Sydney

Build your career in investor relations with one of Australia's fastest-growing private credit businesses.

AltX gives wholesale investors access to private credit and alternative investments through a market-leading platform. Our investor base is growing, and we're looking for an outstanding, relationship-focused professional to join our Investor Relations team and become a key point of contact for our investors.

You'll manage and service a portfolio of investors, building trust and delivering responsive, personalised support. Over time, you'll take ownership of your own investor relationships.

What you'll do

- Be the trusted primary contact for an assigned investor portfolio, building strong, long-term relationships
- Run regular check-ins and follow-up calls, and understand each investor's objectives, preferences and investment history
- Respond promptly and professionally to enquiries, and keep investors updated on new opportunities, maturity events and reinvestment opportunities
- Guide investors through applications, onboarding and account establishment, allocations, documentation and settlement
- Support reinvestment, rollover and maturity processes
- Work with Operations,



Compliance and other internal stakeholders to deliver a seamless investor experience
- Keep accurate records and engagement notes in our CRM systems
- Support investor webinars, events and educational initiatives
- Support investor retention and repeat investment, and find ways to deepen investor engagement with AltX

Ideally, you'll bring

- 2-5+ years' experience in financial services, client services or relationship management

- Excellent written and verbal communication and a confident, skilled phone manner
- Strong relationship-building skills, attention to detail and a proactive, solutions-focused mindset
- The ability to manage multiple priorities in a fast-paced environment
- A genuine interest in investments and financial markets

Why AltX?

- Work directly with experienced professionals across investments and capital raising
- Gain exposure to private credit, funds management and investor relations
- Be part of a high-performance, entrepreneurial and ambitious team
- Enjoy genuine long-term career progression

We value all applications and will be in contact with shortlisted candidates.

📌 Investor Services and Relationship Associate (Sydney)
🏢 AltX Financial Group
📍 Sydney

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