High Net Worth Private Client Acquisition Professional

2 weeks ago

Sydney, New South Wales, Australia beBeeDirector Full time $120,000 - $180,000

Australian Private Client Director Opportunity

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We are seeking a highly experienced and results-driven Private Client Director to join our team in Sydney.

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This is an exciting opportunity to work with a global investment firm that prioritizes putting clients' interests first.

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As a key member of our Australian operation, you will be responsible for acquiring high-net-worth wholesale clients and managing your business remotely.

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Your Key Responsibilities:

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  • Contact leads generated by our marketing group to engage with high-net-worth prospective clients.
  • Evaluate their financial goals and provide tailored solutions to meet their needs.
  • Educate prospective clients on the variety of our offerings and help qualified investors become our clients.
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Why Work with Us?

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We offer a collaborative working environment that values diversity, provides ongoing training and educational support, and appreciates our employees.

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