We're partnering with a global investment management firm seeking an experienced wealth professional to focus exclusively on acquiring and advising high-net-worth investors. This is a unique opportunity to join a highly established organisation where qualified leads are provided, allowing you to focus on what you do best, building trust, providing investment guidance, and growing client relationships. This is a business development focused than a traditional advise role.

The Opportunity

This role is centred on engaging high-net-worth investors and helping them achieve their long-term financial goals through tailored investment solutions.

You'll be supported by a dedicated marketing function that generates qualified opportunities, allowing you to spend your time meeting prospective clients and converting opportunities into long-term relationships.

Key responsibilities include:

• Engaging with qualified investor leads generated through marketing initiatives
• Conducting consultative discussions to understand clients' financial goals and investment objectives
• Presenting tailored wealth management and investment solutions
• Building strong relationships with high-net-worth and wholesale investors
• Guiding prospective clients through the onboarding process
• Developing and maintaining a strong pipeline within your territory
• Exciting opportunity to lead enterprise sales and partner growth in a high-growth technology business.
• Win and convert HNW clients

About You

To be successful in this role, you'll bring:

• 5+ years' experience in wealth management, private banking, financial advice, investment management, or a related financial services environment
• MUST have a proven track record of acquiring and growing relationships with high-net-worth or wholesale investors
• Strong business development and relationship management capabilities
• Experience conducting client meetings both virtually and face-to-face
• Excellent communication, presentation, and consultative selling skills
• Experience discussing investment portfolios
• A clean regulatory record

What's on Offer

• Established global investment management business
• Qualified lead flow provided
• Strong support from dedicated marketing and investment teams
• Autonomous, client-facing role
• Competitive remuneration with significant earning potential
• Flexible working environment with territory-based coverage

If you enjoy building meaningful client relationships and working with sophisticated investors, we'd love to hear from you.