Private Client Director

Our client is a Global Multi-billion Wealth Management firm servicing HNW and institutional clients with their tailored approach with their clients best interest at heart in actively managing investment portfolios through different market environments. They currently have $205B under AUM globally with more than $169B within their Private Client Group made up of private investors.

Due to ongoing success and growth they are looking to expand their Private Client group within Australia. An opportunity to join as a Private Client Director working with a high performing team focusing on business development as you build and grow a lucrative business with both local and global support setting you up with great success.

Responsibilities:

• Focus on acquiring HNW wholesale clients
• Contact and manage warm qualified leads in a fast pace high volume environment
• Identify new client opportunities and convert
• Set up discovery meetings
• Work closely with the investment team to close deals

About you:

• 5+ years selling financial services to HNW private investors
• Clean record with ASIC and APRA
• Strong and proven track record of acquiring HNW wholesale clients
• High sales activities including high volume calls and face to face meetings
• Must have full working rights in Australia

This opportunity offers great flexibility with the option to work remotely as their local Head office based in Sydney. A competitive and lucrative compensation package will be offered alongside top tier health benefits, an extra 10 paid holidays on top of their standard 4 weeks, wellness and employee assistant packages and a collaborative work environment allowing you to succeed and thrive.

To be considered for this role you must have strong sales experience within Financial Services and driven to succeed in a fast pace environment. Please APPLY NOW or email *******@keeganadams.com.au with your cover letter and CV for an initial conversation.