Role Overview
This position is ideal for someone who excels in engaging sophisticated investors and converting high‑quality prospects into long‑term clients. In this role, you will focus exclusively on developing new relationships with wholesale‑qualified private investors. Equipped with a steady lead flow you will guide prospects through consultative discussions, explore their financial goals and introduce them to the firm’s investment solutions.
Core Responsibilities:
* Engage prospective investors who have expressed interest through the organisation’s marketing channels
* Conduct in‑depth conversations to understand client goals and financial circumstances
* Present the organisation’s wealth solutions and guide qualified investors into becoming clients
* Maintain active outreach through phone, virtual and in‑person meetings as required.
Skills & Experience
* Experience selling financial services to wholesale‑qualified private investors
* Demonstrated success acquiring high‑net‑worth clients
* Strong phone‑based and face‑to‑face engagement skills
* Clean regulatory record and familiarity with industry requirements
* Ability to build credibility quickly and communicate complex concepts clearly.
What’s on Offer
People enjoy working with this organisation because of its commitment to doing the right thing for clients, strong emphasis on ongoing training and access to a global support network. You will be part of an expanding team where performance is recognised, development is encouraged and the culture is built on collaboration and integrity.
Benefits include:
* Wellbeing programs and access to professional support services
* Financial assistance for fertility and family‑forming support
* Structured learning pathways and continuous professional development
Click on the APPLY button or contact Mark Wilson via ***********@profusiongroup.com
We are committed to providing a supportive culture and positively contributing towards creating diverse and inclusive workplaces for our candidates & clients. We invite candidates of all ages, genders, sexual orientations, cultural backgrounds, people with disability, neurodiverse individuals and Indigenous Australians to apply.
Additional information
* Warm, pre-qualified leads supplied — no cold calling
* Working for a Global Investment firm
* Strong earnings potential