Current jobs related to Client Relationship Manager, Private Wealth, Melbourne - Sydney, New South Wales - Partners Group
-
Private Wealth Management Associate
2 weeks ago
Sydney, New South Wales, Australia Salt Recruitment Full timeAbout the RoleWe are seeking an experienced Private Wealth Management Associate to join our team in Sydney. This role is pivotal in leveraging your expertise in Private Wealth Management and ensuring Anti-Money-Laundering compliance.Key ResponsibilitiesCase managing new onboarding requestsLiaising with and support Advisers and Analysts on onboarding document...
-
Private Wealth Investment Manager
2 weeks ago
Sydney, New South Wales, Australia Partners Group Full timeJob DescriptionThe Client Solutions team at Partners Group is seeking a highly skilled and experienced professional to join their Australian private wealth sales team. This role will involve promoting and servicing existing Partners Group funds to private wealth clients in Australia, specifically the Victorian and Tasmanian markets. The ideal candidate will...
-
Sydney, New South Wales, Australia Keegan Adams Recruitment Full timeRole OverviewThe Private Wealth Adviser Assistant will provide administrative support to a Female Financial Advisor in a top-tier private wealth management firm. The role involves preparing documents, managing client relationships, and supporting the advisor with client meetings and investment strategies.Key ResponsibilitiesPrepare account opening and...
-
Private Wealth Management Assistant
4 weeks ago
Sydney, New South Wales, Australia Keegan Adams Recruitment Full timeAbout the RoleWe are seeking a highly skilled and proactive Adviser Assistant to join our client's growing team at a top-tier private wealth management firm. This is an exceptional opportunity to work with Ultra HNW individuals, families, and charities, and to develop your skills in a dynamic and supportive environment.Key ResponsibilitiesPrepare and present...
-
Private Wealth Management Assistant
4 weeks ago
Sydney, New South Wales, Australia Keegan Adams Recruitment Full timeAbout the RoleWe are seeking a highly skilled and proactive Adviser Assistant to join our client's growing team at a top-tier private wealth management firm. This is an exceptional opportunity to work with Ultra HNW individuals, families, and charities, and to develop your skills in a dynamic and supportive environment.Key ResponsibilitiesPrepare and present...
-
Private Wealth Management Assistant
3 weeks ago
Sydney, New South Wales, Australia Keegan Adams Recruitment Full timeAbout the RoleWe are seeking a highly skilled and proactive Adviser Assistant to join our client's growing team at a top-tier private wealth management firm. This is an exceptional opportunity to work with Ultra HNW individuals, families, and charities, and to develop your skills in a dynamic and supportive environment.Key ResponsibilitiesPrepare and present...
-
Private Wealth Management Coordinator
2 weeks ago
Sydney, New South Wales, Australia Anton Murray Consulting Full timeSydneyWealth ManagementPermanentThis is an exciting opportunity to work with a leading Australian wealth management advisory firm. The Office & Events Coordinator role is a permanent position based in Sydney.The role will be responsible for supporting the Head of Wealth / Head of Advice and the Private Wealth management leadership team with EA type work, but...
-
Private Wealth Management Assistant
2 weeks ago
Sydney, New South Wales, Australia Keegan Adams Recruitment Full timeRole OverviewWe are seeking a proactive and professional Adviser Assistant to join our client's growing team at a top-tier private wealth management firm. This firm is known for delivering tailored financial solutions and offers a supportive, vibrant culture with a commitment to employee development.Key Responsibilities:Prepare account opening and transfer...
-
Private Wealth Management Coordinator
2 weeks ago
Sydney, New South Wales, Australia Anton Murray Consulting Full timeSydneyWealth ManagementPermanentThis is a fantastic opportunity to work with a leading Australian wealth management advisory firm.The Office & Events Coordinator role is a permanent position based in Sydney.The role will be responsible for supporting the Head of Wealth / Head of Advice and the Private Wealth management leadership team with EA type work, but...
-
Private Wealth Sales Specialist
4 weeks ago
Sydney, New South Wales, Australia Partners Group Full timeAbout the RoleWe are seeking a highly motivated and experienced professional to join our Australian private wealth sales team as a Client Solutions Expert. In this role, you will be responsible for promoting and servicing our existing Partners Group funds to private wealth clients in Australia, specifically the Victorian and Tasmanian markets.Key...
-
Private Wealth Sales Specialist
2 weeks ago
Sydney, New South Wales, Australia Partners Group Full timeAbout the RolePartners Group is seeking a highly skilled and experienced professional to join our Australian private wealth sales team. As a Private Wealth Sales Specialist, you will be responsible for promoting and servicing our existing Partners Group funds to private wealth clients in Australia, specifically the Victorian and Tasmanian markets.The ideal...
-
Private Wealth Sales Specialist
4 weeks ago
Sydney, New South Wales, Australia Partners Group Full timeAbout the RoleWe are seeking a highly motivated and experienced professional to join our Australian private wealth sales team as a Client Solutions Expert. In this role, you will be responsible for promoting and servicing our existing Partners Group funds to private wealth clients in Australia, specifically the Victorian and Tasmanian markets.Key...
-
Private Wealth Sales Professional
2 weeks ago
Sydney, New South Wales, Australia Partners Group Full timeAbout the RoleWe are seeking a highly skilled and experienced professional to join our Australian private wealth sales team at Partners Group. As a Client Solutions Specialist, you will be responsible for promoting and servicing our existing Partners Group funds to private wealth clients in Australia, specifically the Victorian and Tasmanian markets.Key...
-
Private Wealth Sales Specialist
4 weeks ago
Sydney, New South Wales, Australia Partners Group Full timeAbout the RoleWe are seeking a highly motivated and experienced professional to join our Australian private wealth sales team as a Client Solutions Expert. In this role, you will be responsible for promoting and servicing our existing Partners Group funds to private wealth clients in Australia, specifically the Victorian and Tasmanian markets.Key...
-
Investment Sales Professional
1 month ago
Sydney, New South Wales, Australia Platinum Pacific Partners Full timeAbout the RoleWe are seeking an experienced Private Wealth Investment Sales Professional to join our Sydney office. As a key member of our team, you will play a pivotal role in expanding our presence in the Australian market, focusing on private wealth clients.Key ResponsibilitiesDevelop and execute strategies to drive business development within the private...
-
Investment Sales Professional
1 month ago
Sydney, New South Wales, Australia Platinum Pacific Partners Full timeAbout the RoleWe are seeking an experienced and dynamic Private Wealth Investment Sales Professional to join our Sydney office. As a key member of our team, you will play a pivotal role in expanding our presence in the Australian market, focusing on private wealth clients.Key ResponsibilitiesDevelop and execute strategies to drive business development within...
-
Private Wealth Management Assistant
3 weeks ago
Sydney, New South Wales, Australia Keegan Adams Recruitment Full timeAbout the RoleWe are seeking a highly skilled and proactive Adviser Assistant to join our client's growing team at a top-tier private wealth management firm. This is an exceptional opportunity to work with Ultra HNW individuals, families, and charities, and to develop your skills in a dynamic and supportive environment.Key ResponsibilitiesPrepare and present...
-
Private Wealth Management Assistant
2 weeks ago
Sydney, New South Wales, Australia Keegan Adams Recruitment Full timeRole OverviewWe are seeking a proactive and professional Adviser Assistant to join our client's growing team at a top-tier private wealth management firm. This firm is known for delivering tailored financial solutions and offers a supportive, vibrant culture with a commitment to employee development.Key Responsibilities:Support a Female Financial advisor...
-
Investment Sales Professional
2 weeks ago
Sydney, New South Wales, Australia Platinum Pacific Partners Full timeAbout UsWe are a leading multi-asset alternatives manager with multiple billions in assets under management (AUM). Our commitment to delivering superior investment performance and innovative solutions is driven by a high-quality sales and leadership team and a world-class investment team. Our diverse range of funds spans various asset classes, including real...
-
Director - Lending Experience, Private Wealth
4 weeks ago
Sydney, New South Wales, Australia Westpac Full timeUnlock Your Potential as a Private Wealth Lending DirectorAt Westpac, we're committed to creating better futures for our customers, communities, and employees. As a Private Wealth Lending Director, you'll play a critical role in shaping the future of our Private Wealth business.About the RoleThis is a leadership opportunity to join our Client Experience &...
Client Relationship Manager, Private Wealth, Melbourne
2 months ago
We are seeking a highly motivated and experienced Client Relationship Manager to join our Private Wealth team in Melbourne. As a key member of our sales team, you will be responsible for promoting and servicing our existing Partners Group funds to private wealth clients in Australia, specifically the Victorian and Tasmanian markets.
Key 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.
- Bachelor's degree from a top academic institution.
- 15 years of experience in:
- Retail investment sales.
- Client relationship management.
- 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.
- 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.
- Partners Group is committed to attracting, developing and retaining the very best talent, by offering a workplace where results are truly recognized and rewarded.
- Professional, international working environment.
- Challenging, rewarding career path within a growing company.
- Strong firm culture: professional, performance focused, supportive, loyal.
- Growth mindset, with on-the-job training and mentorship opportunities.
- Competitive compensation package including performance based annual incentives.
- 25 annual leave days.
- Additional one-month sabbatical after every five years of service.
