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Private wealth relationship manager – global alternative investment house

Sydney
Platinum Pacific Partners
Posted: 27 November
Offer description

* Newly created role to join an outstanding high performing team
* Full suite of global alternative product
* Flexibility to be based in either Melbourne or Sydney

Our client is a leading global alternative investment firm with a multi-decade track record managing investments across private markets, including private equity, real assets, infrastructure, and credit strategies. Their culture is highly collaborative, a team that values integrity, partnership, and collective success. The business is committed to building long-term relationships based on trust, accountability, and a shared commitment to delivering exceptional outcomes for clients.

This newly created position sits within the firm's Global Wealth Solutions division, which focuses on expanding access to institutional-quality alternative investment strategies for the private wealth channel. The firm is seeking an experienced Relationship Manager (Associate or Principal level) to help drive engagement and grow its footprint across Australia's private wealth landscape.

The ideal candidate will have a deep understanding of alternative investments and a proven record of building relationships with private banks, wealth management firms, independent financial advisers (IFAs), research houses, and consultants. You will represent the firm with institutional-quality professionalism and work closely with global distribution, product, and investment teams to deliver best-in-class outcomes for investors.

To be successful, you will bring at least 5+ years of experience in investment sales, distribution, investment banking, or capital markets. Experience from private markets and alternatives is highly desired. You will demonstrate an ability to raise capital and grow market share within the private wealth channel, exceptional communication and presentation skills, and the gravitas to engage senior stakeholders and clients. Highly organised and relationship-driven, you will thrive in a collaborative environment and enjoy working across global and local teams. A strong academic background, ideally in finance, economics, or a related discipline, is also expected.

The firm offers a collaborative, entrepreneurial environment where success is shared rather than siloed. Team members are encouraged to leverage the firm's collective expertise and global network to achieve exceptional results for clients.

For a confidential discussion or to request further information, please contact Alex Ober

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