Direct message the job poster from MaxCap GroupThis 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 levelSeniority levelMid-Senior levelEmployment typeEmployment typeFull-timeJob functionJob functionFinance, Sales, and Business DevelopmentIndustriesFinancial Services and WholesaleReferrals increase your chances of interviewing at MaxCap Group by 2xSign in to set job alerts for Director Wealth Management roles.Sydney, New South Wales, Australia 2 weeks agoAsset Management Head of South Asia, Private Wealth Alternatives Executive DirectorInvestment Director - Alternative InvestmentsSydney, New South Wales, Australia 1 month agoInvestment Bank Financial Institutions Group Associate / Vice PresidentVice President, Product Management & Client Services, Wealth Management Solutions (Australia)Sydney, New South Wales, Australia 2 weeks agoInstitutional Business Development DirectorFGE, Business Development Director - ANZ (~12 months contract) (2025-3534)Sydney, New South Wales, Australia 2 days agoSydney, New South Wales, Australia 3 months agoCommercial & Investment Bank Marketing, Content Strategist, Vice PresidentWere unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
Job Title
Associate Director Wealth Management