Investments Sales – Private Wealth

2 months ago

Sydney, Australia Platinum Pacific Partners Full time
  • Premium global private markets manager
  • High quality local team
  • Genuine growth opportunity

Join a prestigious and globally renowned private markets and alternatives manager with a strong presence in the Australian market. With a long-established premium and exclusive brand, our client offers a broad range of private market offerings, providing clients with innovative and tailored investment solutions.

We are seeking an experienced and dynamic Private Wealth Investment Sales Professional to join the Sydney office. The successful candidate will play a pivotal role in expanding the presence in the Australian market, focusing on private wealth clients.

This is an exciting opportunity to work with a leading global firm that values expertise, client relationships, and a sophisticated approach to sales.

Responsibilities:
• Develop and execute strategies to drive business development within the private wealth segment.
• Cultivate and maintain relationships with private wealth clients, utilizing a consultative and sophisticated sales approach.
• Leverage existing networks and establish new connections within wholesale capital raising channels.
• Provide clients with in-depth information on alternative and private markets strategies, demonstrating a strong technical understanding of the products and services offered.
• Collaborate with internal teams to ensure seamless delivery of client solutions.

Qualifications:
• Proven experience in investment sales, specifically within private wealth channels.
• Established network and relationships within wholesale capital raising channels.
• Strong technical understanding of alternative and private markets strategies.
• Demonstrated success in consultative and relationship-driven sales.
• Excellent communication and presentation skills.
• Ability to work collaboratively in a team-oriented environment.

Requirements:
• Bachelor’s degree in finance, business, or a related field.
• Relevant certifications (e.g., CFA, CAIA) are a plus.
• Minimum 5 years of experience in private wealth investment sales.

Benefits:
• Competitive salary and performance-based bonuses.
• Comprehensive benefits package.
• Opportunity for professional development and advancement.
• Collaborative and inclusive work environment.

If you are a results-driven and client-focused investment sales professional with a passion for alternative and private markets, we invite you to apply for this exciting opportunity. Join the team and contribute to the legacy of excellence in the global financial markets.

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