Private Wealth Investment Manager

5 days ago

Sydney, New South Wales, Australia beBeeInvestment Full time $150,000 - $200,000

About this Role

We are seeking an experienced professional to join our Australian private wealth sales team.

This individual will be responsible for delivering innovative investment solutions to private wealth clients worldwide.

The role involves promoting and servicing existing unlisted and listed funds to private wealth clients in the Australian market.

Key responsibilities include becoming an expert on private markets, taking local ownership of key product offerings and clients, and broadening the existing client base.

Responsibilities Include:

  • Becoming an expert on private markets and Partners Group's products and investment strategies across asset classes
  • Taking local ownership of key product offerings and clients
  • Broadening the existing client base

Requirements

- Passionate and highly driven individual with a keen interest in global financial markets and alternative investments
- Strong relationship management skills and ability to effectively communicate with both internal and external parties in a polished, professional manner
- 15 years of experience in retail investment sales and client relationship management
- Bachelor's degree from top academic institution

What We Offer

- Challenging and rewarding career path within an internationally recognized company
- Flat culture and daily interaction with senior members of the sales, investment, and management teams
- Collaborative environment with on the job training and mentoring
- International training including analysing and evaluating investment opportunities

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