Associate Director Wealth Management

Direct message the job poster from MaxCap Group This is an exciting opportunity for a passionate relationship manager to join our fast-growing wealth management team.

You will work closely with the senior leaders to drive growth in FUM by executing product and relationship management strategies within the domestic wholesale market with a focus on wealth managers and distribution platforms.

Your key responsibilities will include : Develop and execute product strategies (fund / club) for wholesale investors.

Develop product implementation plans to execute agreed strategies.

Research, identify and engage with business development prospects.

Develop and deliver investor pitches to a range of clients nationally.

Deliver growth from existing investors through disciplined account management.

About You : Our ideal candidate will possess the following skills, capabilities and experience : Significant Financial Services experience (Banks, Financial Institutions, Private Investment Firms or related professions).

Demonstrable success in a similar sales or distribution role with a manager or platform.

Well-developed relationships across mid-market institutional investors and independent advisors.

Strong experience developing and managing customer relationships.

Up-to-date knowledge of Australian financial markets.

Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Finance, Sales, and Business Development Industries Financial Services and Wholesale Referrals increase your chances of interviewing at MaxCap Group by 2x Sign in to set job alerts for "Director Wealth Management" roles.

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