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Client Relationship Manager, Private Wealth, Melbourne

Location: 

Sydney, AU

We are one of the largest global private markets investment managers, serving over 800 institutional investors worldwide. We have USD 149.2 billion in assets under management and more than 1800 professionals across 20 offices worldwide. Partners Group is an equal opportunity employer committed to cultural diversity.

What it's about

The Client Solutions team at Partners Group delivers innovative private market investment solutions to private wealth and institutional clients worldwide. In this position you will be part of the Australian private wealth sales team. 

Partners Group's Australian private wealth business has experienced significant growth over the last twelve years. In order to leverage off our success to date, we are looking for an individual to help promote and service our existing Partners Group funds to private wealth clients in Australia, specifically the Victorian and Tasmanian markets. 


We are seeking someone to take ownership of a number of existing accounts while also identifying new clients in the private wealth/wholesale area of the Australian market.  


This position will include the following tasks:
 
Responsibilities:
 
•    Become an expert on private markets and Partners Group's products and investment strategies across asset classes
•    Take local ownership of key product offerings and clients. 
•    Broaden the existing client base and acquire new clients
•    Work collaboratively with Partners Group's internal teams – specifically: investment professionals, client service and other sales members to facilitate timely responses to consultant and client requests
•    Pro-active investment sourcing from clients, prospects, GPs and other industry contacts'

 

What we expect

•    Bachelor's degree from top academic institution
•    15 years of experience in

  • Retail investment sales
  • Client relationship management
  • The Victorian private wealth market

•    A passionate, entrepreneurial and highly driven individual to help build our private wealth business in Australia
•    Strong relationship management skills
•    Ability to effectively communicate with both internal and external parties in a polished, professional manner
•    Keen interest in global financial markets and alternative investments
•    Demonstrated team player willing to contribute to the collaborative success of the broader team
•    Self-motivated and proactive with the ability to prioritize

•    Role to be based out of Melbourne

 

 

What we offer

Partners Group is committed to attracting, developing and retaining the very best talent, by offering a workplace where results are truly recognized and rewarded.  
We offer a fantastic opportunity for you to thrive:
•    Professional, international working environment
•    Challenging, rewarding career path within a growing company
•    Strong firm culture: professional, performance focused, supportive, loyal
•    Growth mindset, with on-the-job training and mentorship opportunities
•    Competitive compensation package including performance based annual incentives
•    25 annual leave days
•    Additional one-month sabbatical after every five years of service

 


 

www.partnersgroup.com

 

Please be aware, fraudsters may pose as Partners Group recruiters. All genuine representatives can be identified by a verified sign on their LinkedIn profiles. If you suspect fraud or have doubts, contact us immediately at hr@partnersgroup.com

 


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