Head of FinTech GTM | Driving workplace equity through inclusive hiring strategies and impactful retention practices.
Remote (Australia based candidates only)
Are you a seasoned wealth advisor looking to focus 100% on business development? My client are seeking a Private Client Director to join a leading global investment firm’s Australian team. In this role, you will concentrate solely on acquiring high-net-worth wholesale clients - no cold calling required, as qualified leads are provided.
About the Role:
This is a high-impact, remote-based role covering a local territory within driving distance. You will present tailored wealth management solutions to investors with AUD 750k+ to invest and work alongside a dedicated General Manager and global support teams, including marketing and portfolio management.
What You’ll Do:
* Connect with qualified leads generated by our marketing team
* Engage prospective high-net-worth clients to understand their financial goals
* Educate clients on a range of wealth management solutions
* Convert qualified wholesale investors into long-term clients
What We’re Looking For:
* 5+ years experience selling financial services to high-net-worth private clients
* Clean record with ASIC and APRA
* Proven multi-year track record acquiring wholesale clients
* Comfortable with high-volume phone activity and in-person meetings
Benefits Include:
* 100% paid premiums for top-tier supplemental healthcare for employees and dependents
* Super contributions in line with Australian legislation
* 20 days annual leave plus 10 paid holidays
* Employee Assistance Program and wellbeing services
* $10,000 fertility, hormonal health, and family-forming benefit
* Ongoing training, educational support, and career development opportunities
Seniority level
* Director
Employment type
* Full-time
Job function
* Business Development and Sales
#J-18808-Ljbffr