Private Client Director

Private Client Director – High-Net-Worth Wealth Management

Are you a dynamic and experienced Wealth Adviser, Private Banker, or Investment Specialist with a passion for business development? This is your chance to elevate your career within a globally recognised investment management firm that is expanding across Australia. As a Private Client Director, you’ll work exclusively with sophisticated high-net-worth wholesale investors, helping them achieve their financial ambitions through a prestigious investment offering.

This role is unique focusing solely on client acquisition, with onboarding transitioned to dedicated Relationship Managers, allowing you to concentrate on building and growing your portfolio. Enjoy the flexibility of working remotely from anywhere in Australia, managing your own territory while leveraging qualified opportunities generated by an established marketing team.

Key Skills & Qualifications:

• Proven experience working with high-net-worth or wholesale investors
• Strong background in wealth management, private banking, or investment sales
• Exceptional relationship-building and business development abilities
• Consultative approach with the skill to simplify complex investment solutions
• Commercial mindset and aptitude for fostering lasting client relationships
• Excellent compliance and regulatory track record

Nice to Have Skills:

• Experience working in a similar advisory or high-net-worth client environment
• Additional relevant certifications or professional qualifications in finance or investments

Preferred Education & Experience:

• Tertiary qualifications in finance, business, or related fields are highly regarded
• Demonstrated success in client acquisition and developing profitable relationships within the high-net-worth sector

Other Requirements:

• Ability to travel occasionally for client meetings or industry events as needed
• A clean compliance and regulatory record is essential for success in this role

Seize this opportunity to join a leading global investment firm where you can focus on what you excel at—building relationships and winning new business. If you're ready to make a strategic move in your career, don’t hold back—apply now and take the next step towards an exciting future!