Overview
Calling all wealth advisors looking for a role 100% focused on business development! As a Private Client Director, you will focus solely on acquiring high-net-worth wholesale clients. Qualified lead flow is provided with no need for cold calling. The firm is part of a a privately held multi-billion dollar global investment firm in the United States.
This lucrative role allows you to manage your business remotely from your home, covering a local territory within driving distance. You will present wealth management solutions to high-net-worth investors with AUD 750k or more to invest. You will report to the General Manager, who will ensure you have the resources you need to succeed. You will be supported by global dedicated teams, including groups supporting marketing and portfolio management.
Key Responsibilities
- Contact leads generated by the firm’s marketing group
- Engage with high-net-worth wholesale prospective clients to evaluate their financial goals and provide solutions
- Educate prospective clients on the variety of company offerings
- Help qualified wholesale investors become clients
Skills, Knowledge & Experience
- 5+ years experience selling financial services to private investors qualifying as wholesale clients
- Clean record with ASIC and APRA
- Multi-year track record of success acquiring high-net-worth private wholesale clients
- Experience in high-volume phone activity and in-person meetings
Additional Information & Benefits
- 100% paid premiums for top-tier supplemental healthcare plan (includes medical, dental, vision) for employees and their qualified dependents
- Super contributions at the applicable superannuation guarantee percentage specified in superannuation legislation up to the maximum superannuation contribution base
- 20 days of annual leave, in addition to 10 paid holidays
- Employee Assistance Program and other emotional wellbeing services
- $10,000* fertility, hormonal health and family-forming benefit
- A collaborative working environment that practises ongoing training, educational support and employee appreciation events
