Private Wealth Sales Specialist

4 weeks ago

Sydney, New South Wales, Australia Partners Group Full time
About the Role

We 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 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-actively source investment opportunities 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
  • 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 Us

Partners Group is committed to attracting, developing, and retaining the best talent by offering a workplace where results are truly recognized and rewarded. We offer a fantastic opportunity for you to thrive in a professional, international working environment with a challenging and rewarding career path within a growing company.

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

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