Private Wealth & Investments Professionals

Expression of Interest – Private Wealth & Investments Professionals (Melbourne based only)

We are inviting expressions of interest from experienced professionals with backgrounds in private wealth, investment management, funds management, capital raising, and high-net-worth (HNW) client advisory for upcoming opportunities across leading financial services and boutique investment firms.

• Background in private wealth, funds management, asset management, or investment advisory
• Experience managing and advising high-net-worth (HNW) or ultra-HNW clients
• Exposure to capital raising, investor relations, or distribution across retail, wholesale, or institutional clients
• Strong understanding of investment products (equities, fixed income, alternatives, private markets, structured products)
• Proven ability in portfolio real estate investment, asset allocation, and market analysis
• Experience in client acquisition, relationship management, and business growth
• Familiarity with regulatory frameworks (ASIC, RGs, compliance obligations)

What We’re Looking For:

• Private Wealth Advisor / Senior Wealth Manager
• Investment Advisor / Portfolio Manager
• Funds Management / Distribution / Capital Raising manager
• Investor Relations / Client Director
• Family Office / UHNW Advisory
• Financial service background in Australia only.
• Australian Permanent/Citizens only

You’re welcome to apply or reach out to me directly at ***email_hidden***—happy to set up a short MS Teams chat to learn more about your background and chat through upcoming opportunities that could be a great fit.