Private Client Director Global Private Wealth Manager Sydney | Australia Keegan Adams Recruitment About the Company Keegan Adams Recruitment is partnering with a leading Global Private Wealth Manager experiencing strong growth across the Australian market.
Known for its client-first approach and global investment expertise, the organisation is expanding its Private Client division and seeking an accomplished Private Client Director to join its national team.
About the Role This is a standout opportunity for high-performing wealth advisors who want a role focused 100% on business development.
Working in a hybrid environment, you will manage a defined territory exclusively with high-net-worth wholesale individuals.
You will present tailored investment solutions to sophisticated investors, supported by experienced teams across marketing, portfolio management and client services.
Key Responsibilities Engage with qualified leads generated by the organisation's marketing initiatives Conduct discovery conversations with high-net-worth wholesale prospects Present wealth management solutions aligned with client goals and objectives Educate prospective clients on the firm's investment philosophy and offerings Convert qualified wholesale prospects into long-term private clients Skills Experience 5+ years' experience selling financial services to wholesale/high-net-worth investors Proven track record of acquiring and onboarding private wealth clients Strong consultative sales approach with high-volume phone and in-person engagement Clear regulatory standing with relevant industry bodies Exceptional communication and relationship-building skills Benefits Fully funded supplemental healthcare for employees and eligible dependants Competitive superannuation contributions 20 days annual leave plus additional paid holidays Employee wellbeing programs and EAP access Generous family-forming and health-related benefits Comprehensive training, ongoing professional development and strong global support Why This Role?
You'll join a global wealth management leader at a pivotal stage of Australian expansion.
Backed by reputable marketing, structured training and a consistent flow of high-quality leads, this role suits ambitious wealth advisors ready to accelerate their career.
Consultant Jack Brown Director ************ *********************** Reference number: ***** Profession:Distribution Company: Keegan Adams Date posted: 18th Nov, ****