Director, Australian Wealth Distribution
Core
Director leading the distribution of wholesale and retail investment strategies into the Australian wealth channel, covering national clients and prospects including IFAs, private banks, family offices, and HNW individuals.
Role type
Director, Wealth Distribution
Builds
Distribution of Barings' investment strategies (credit, real assets, capital solutions) to Australian wealth clients
Domain
Alternative Asset Management / Wealth Management
Deliverable
client delivery
Required skills
Business development, client relationship management, sales target achievement, investment product knowledge, portfolio construction concepts, market trend analysis, event management
Preferred skills
Deep knowledge of Fixed Income and Real Estate asset classes, CFA/CAIA/MBA, RG146 compliance
Technologies
None stated
Responsibilities
Identify and pursue business opportunities within desired channels, conduct client meetings and presentations to educate on investment offerings, provide tailored investment solutions, collaborate with investment teams to articulate strategies, monitor market trends and competitor activities, assist in managing roadshows and industry conventions
Seniority
Director, strategic leadership with hands-on client coverage