Private Wealth Sales Professional

2 days ago

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

We are seeking a highly motivated and experienced Private Wealth Sales Professional to join our Australian private wealth sales team at Partners Group. As a key member of our 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.
Requirements
  • 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.
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.

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