Strategic Business Development Manager for Private Wealth Clients in Melbourne

3 days ago


Sydney, New South Wales, Australia Partners Group Full time
Job Description

This is a challenging opportunity to take ownership of existing accounts and identify new clients in the private wealth/wholesale area of the Australian market. We are seeking an experienced professional to promote and service our existing Partners Group funds to private wealth clients in Australia, specifically the Victorian and Tasmanian markets.

Responsibilities:
  • Become an expert on private markets and Partners Group's products and investment strategies across asset classes.
  • Take local ownership of key product offerings and clients.
  • Broaden the existing client base and acquire new clients.
  • Work collaboratively with Partners Group's internal teams – specifically: investment professionals, client service and other sales members to facilitate timely responses to consultant and client requests.
  • Pro-active investment sourcing from clients, prospects, GPs and other industry contacts.
Requirements:

To be successful in this role, you will need:

  • A Bachelor's degree from a top academic institution.
  • 15 years of experience in retail investment sales, client relationship management, and the Victorian private wealth market.
  • A passionate, entrepreneurial and highly driven individual to help build our private wealth business in Australia.
  • Strong relationship management skills.
  • The ability to effectively communicate with both internal and external parties in a polished, professional manner.
  • Keen interest in global financial markets and alternative investments.
  • Demonstrated team player willing to contribute to the collaborative success of the broader team.
  • Self-motivated and proactive with the ability to prioritize.
What We Offer:

We offer a competitive compensation package including performance based annual incentives, 25 annual leave days, and additional one-month sabbatical after every five years of service.

Location:

This role will be based out of Melbourne.



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