Purpose-driven, Australian owned global investment groupAccess to exclusive private market and structured investment opportunitiesExposure to family office, private capital and global partnersFull-time positionCBD Location – Walking distance to Public Transport
About the CompanyThe organisation is a purpose-driven investment group that brings together deep investment banking experience and a multi-generational family office to support long-term, sustainable growth. The firm works closely with investors, institutions and founders around the world to back high-quality opportunities across private markets, real estate and technology, with a focus on building businesses that deliver strong returns while making a positive, lasting impact in areas such as healthcare, AI, clean energy, defence and the circular economy.
About You
Proven experience advising sophisticated, wholesale or family office clientsBackground in wealth advisory, private markets, capital raising or investment structuringStrong understanding of portfolio construction, structured investments and alternative assetsRelationship-driven adviser focused on long-term partnerships rather than transactional adviceHighly articulate and confident presenting complex investment opportunitiesCommercially minded, proactive and comfortable operating in a high-performance investment environmentValues-aligned with a purpose-driven, long-term investment philosophy
What You Will Need to Succeed
Advise and support investors across the organisation’s private market and structured investment opportunities.Develop and maintain long-term relationships with high-net-worth individuals, family offices and strategic partners.Present and explain investment opportunities across technology, real estate, private equity and impact-focused ventures.Work closely with senior executives and global partners on capital deployment and investor engagement.Provide ongoing portfolio updates, investment insights and strategic guidance to clients.Ensure all advice, communications and investment activity meets regulatory, compliance and governance requirements.Contribute to the growth of the organisation’s investor network and capital base.
Licenses and Qualifications
• 3+ years’ experience• Completed RG146 certification• Strong understanding of private markets and structured investments• Exceptional communication and relationship management skills
Apply Now
If this appeals to you and you have the skill set to match, click ‘apply.’ Call us on 02 9648 5868 or email your CV to msc@metrosolutions.com.au if you have any questions regarding the role.
Please NoteOnly successful/shortlisted candidates will be contacted.Successful candidates will be required to complete background, compliance and reference checks.