Client Relationship Manager, Private Wealth Sales, Melbourne at Partners Group
Sydney NSW 2000, New South Wales, Australia -
Full Time


Start Date

Immediate

Expiry Date

10 May, 25

Salary

0.0

Posted On

11 Feb, 25

Experience

12 year(s) or above

Remote Job

No

Telecommute

No

Sponsor Visa

No

Skills

Good communication skills

Industry

Marketing/Advertising/Sales

Description

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, Tasmanian and South Australian 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
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 contact
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