Asset & Wealth Management - Wholesale, External Product Specialists, Vice President, Sydney
About the job
This job is all about raising capital and managing relationships with advisers across Australia and New Zealand for private market strategies. The impact of this role is significant, as it drives capital formation and strategic client coverage in key segments. Collaboration is key, and the team thrives on working together to achieve success.
You'll be responsible for
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Raising capital
Developing and executing strategic fundraising plans across Australia and New Zealand, identifying new investor opportunities across wholesale channels.🤝
Managing client relationships
Building and maintaining relationships with key investors, organizing portfolio updates, and delivering product presentations.📈
Strategic distribution
Developing deep knowledge of the firm’s private markets platform and identifying cross-selling opportunities for various strategies.Key criteria
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8+ years in adviser distribution
Proven experience in capital raising or private markets sales.View
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Strong relationships with advisers
Existing connections with Australian financial advisers and wealth platforms.View
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Technical knowledge of fund structures
Understanding of LP/GP, co-investments, and secondaries.View
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