Private Wealth Sales Professional

1 month ago

Sydney, New South Wales, Australia Partners Group Full time

About the Role

We 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 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 to facilitate timely responses to consultant and client requests
  • Pro-active investment sourcing from clients, prospects, GPs and other industry contacts

Requirements

  • 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
  • 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

About Partners Group

Partners Group is committed to attracting, developing and retaining the very best talent, by offering a workplace where results are truly recognized and rewarded. We offer a fantastic opportunity for you to thrive:

  • 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

  • Investment Sales Professional

    4 weeks ago

    Sydney, New South Wales, Australia Platinum Pacific Partners Full time

    About 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...

  • Private Wealth Sales Specialist

    4 weeks ago

    Sydney, New South Wales, Australia Partners Group Full time

    About 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 Management Professional

    3 days ago

    Sydney, New South Wales, Australia Salt Recruitment Full time

    At Salt Recruitment, we're partnering with a leading financial institution to find an experienced Private Wealth Management professional. This is a fantastic opportunity to work for Australia's premier Private Wealth Management company based in Sydney.The role involves case managing new onboarding requests, liaising with and supporting Advisers and Analysts...

  • Private Wealth Investment Specialist

    4 days ago

    Sydney, New South Wales, Australia Partners Group Full time

    Private Wealth Investment SpecialistAt Partners Group, we are seeking an experienced Private Wealth Investment Specialist to join our Australian private wealth sales team.About the RoleThis is an exceptional opportunity for a driven and results-oriented individual to leverage their expertise in private markets and investment strategies to deliver innovative...

  • Private Wealth Management Coordinator

    1 month ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    SydneyWealth 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 Coordinator

    4 weeks ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    SydneyWealth 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 Management Associate

    1 month ago

    Sydney, New South Wales, Australia Salt Recruitment Full time

    About 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 Management Associate

    3 weeks ago

    Sydney, New South Wales, Australia Salt Recruitment Full time

    About the Role:We are seeking an experienced Private Wealth Management Associate to join our team. This role is pivotal in leveraging your expertise in Private Wealth Management and ensuring Anti-Money-Laundering compliance.Key Responsibilities:Casemanaging new onboarding requestsLiaising with and support Advisers and Analysts on onboarding document...

  • Senior Wealth Management Professional, Private Markets Expert

    1 week ago

    Sydney, New South Wales, Australia Partners Group Full time

    Job OverviewWe are seeking a highly skilled and experienced Senior Wealth Management Professional to join our team in Melbourne. This is a unique opportunity to take ownership of key product offerings and clients, broaden the existing client base, and acquire new clients in the private wealth/wholesale area of the Australian market.

  • Private Wealth Adviser Assistant | Wealth Management Expert

    3 weeks ago

    Sydney, New South Wales, Australia Keegan Adams Recruitment Full time

    Role 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

    1 month ago

    Sydney, New South Wales, Australia Keegan Adams Recruitment Full time

    Role 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...

  • High-Performing Private Wealth Account Manager

    7 days ago

    Sydney, New South Wales, Australia Partners Group Full time

    About the RoleThis exciting opportunity within Partners Group’s Australian private wealth sales team presents a chance to drive business growth and expansion in the Victorian and Tasmanian markets. As a key member of our Client Solutions team, you will be responsible for promoting and servicing existing Partners Group funds to private wealth clients.Key...

  • Wealth Management Professional

    3 weeks ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Anton Murray Consulting - Wealth ManagementRole Summary:We are seeking a highly organized and detail-oriented Wealth Management Professional to join our team at Anton Murray Consulting. As a key member of our private wealth management team, you will be responsible for providing exceptional client service, ensuring seamless day-to-day operations, and...

  • Administrative Support Coordinator

    3 weeks ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    About the RoleWe are seeking an experienced Administrative Support Coordinator to join our Private Wealth team in Sydney.The ideal candidate will have a strong administrative background, with a focus on supporting senior leadership and managing complex projects.You will be responsible for providing administrative support to the Head of Wealth and the Private...

  • Administrative Coordinator

    6 days ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Wealth ManagementThis is a fantastic opportunity to work with a leading Australian wealth management advisory firm.The role will be responsible for supporting the Head of Wealth / Head of Advice and the Private Wealth management leadership team with administrative duties, including event organization. This person will also be trained on Dealer Assistant...

  • Strategic Asset Growth Manager

    7 days ago

    Sydney, New South Wales, Australia Platinum Pacific Partners Full time

    Role OverviewWe are seeking an experienced Strategic Asset Growth Manager to join our Sydney team. As a key member of our investment sales team, you will be responsible for growing our assets under management by building and maintaining relationships with financial advisors and private wealth clients.

  • Corporate Events and Administrative Support Specialist

    20 hours ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    At Anton Murray Consulting, we are seeking an exceptional Corporate Events and Administrative Support Specialist to join our Private Wealth Division.**About the Role**Wealth Management OverviewWe are a distinguished financial services firm with a history spanning over 100 years. Our capabilities in private wealth management, corporate finance, equity...

  • Sales and Marketing Professional

    3 weeks ago

    Sydney, New South Wales, Australia Sharryn Hollins-Lifestyle Wealth Full time

    Role: Sales and Marketing ManagerWe are seeking a driven and passionate Sales and Marketing Manager to join our team at Lifestyle Wealth. This opportunity will provide you with the independence to make decisions about your future.We partner with a well-established global company in the personal development and leadership development space, with a presence in...

  • Wealth Management Professional

    1 month ago

    Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Job Title: Wealth ManagementOur client, a leading Private Wealth Manager, is seeking a highly skilled and experienced Wealth Management Desk Assistant to join their team.Key Responsibilities:Provide exceptional support to Private Client Advisors and their clients in a high-volume, time-critical environment.Distribute new account documents and notifications...

  • Wealth Management Professional

    2 weeks ago

    Sydney, New South Wales, Australia BDO Full time

    We are seeking a Wealth Management Professional to join our Private Wealth team in Sydney.Our team provides holistic strategic and investment advice to clients, helping them protect and grow their wealth.This role will include:Developing and implementing personalized wealth management strategiesProviding expert advice on investments, retirement planning, tax...