This role involves managing and growing a portfolio of high-value retail and wholesale clients as their trusted partner
Job Summary
This role involves managing and growing a portfolio of high-value retail and wholesale clients as their trusted partner.
The successful candidate will lead compliant market discussions and distribute exclusive capital markets opportunities such as IPOs and structured transactions.
Employees benefit from a competitive salary, performance incentives, and access to a broad product suite in a flexible working environment.
Matching Summary
This role involves managing and growing a portfolio of high-value retail and wholesale clients as their trusted partner.
Salary
Competitive salary; Performance incentives; Flexible working environment
Skills & Requirements
Must-have
Experience with sophisticated wholesale clients
Deep knowledge of financial markets
Ability to distribute IPOs and placements
Strong regulatory awareness and compliance
Nice-to-have
Track record delivering commercial outcomes
Insight into client trends and product positioning
Collaborative approach across business units
Key Requirements
RG146 accreditation (General and Securities required)
Relative experience in financial markets
Proven track record managing complex client relationships