Director, Private Investments
We have an exciting opportunity for a Private Client Wealth Executive to join our rapidly expanding Private Investements team.
Summary about this job
Client Services
Company: Private Advertiser
Location: Sydney
Work type: Full Time
Salary: n\a
Phone: +61-7-3917-8906
Fax: +61-2-3372-9024
E-mail: n\a
Site: n\a
Detail information about job Director, Private Investments. Terms and conditions vacancy
We have an exciting opportunity for a Private Client Wealth Executive to join our rapidly expanding team.
Working with single family offices and business owners, entrepreneurs, partners of professional service firms and select not-for-profits, you’ll be a member of an innovative private client desk and take an active role in our continued growth, including our strategic direction. You’ll work closely with our Asset Management and Marketing teams to grow our client base, boutique investment offering and enhance our presence in the marketplace.
As the ideal candidate, you will have a strong technical focus coupled with client engagement and acquisition skills, solid networks and an understanding of sophisticated circles of influence. You will be a team orientated independent thinking professional with high levels of motivation who is energised by multiple challenges. Working in a small team of highly focussed, compliance aware and experienced professionals, you will need to be an open and straightforward communicator, a self-starter.
Responsibilities
- Transition, grow and manage a client base of professional and wholesale clients.
- Establish and grow a pipeline for additional FUM.
- Continue the refinement and execution of the strategic direction and plan for our Private Investment team
Qualifications
- Tertiary qualified in Finance/Accounting/Business/Economics
- Graduate Diploma/Masters level preferred but not essential
- 10+ years' experience
- Ability to manage multiple stakeholder and commitment and buy-in to outcomes of the business
If this sounds like you, then we'd like to hear from you. Please contact our Managing Director
About us
Founded in 2010, Mason Stevens is a privately owned financial services firm based in Sydney. We provide financial advisers and wholesale investors with a complete multi-asset, multi-currency investment and managed account solution.
With some of the most experienced investment and finance professionals on our team, we provide advisers and clients with deep market insight and investment ideas as well as investment and administration services. We hold an Australian Financial Services Licence (AFSL 351578) and are a licensed Responsible Entity, Custodian, and Managed Discretionary Account operator.
Benefits of working with us
Being a key member of a well-established and regarded boutique firm, you’ll be supported in practicing independent investment thinking in a compliant environment.
In working with us, you’ll enjoy a culture of fast-paced professionalism based on our approach to sophisticated markets.