_{23rd January, 2025}

• Lead the firm's family office and private wealth distribution channels
• Join a fast paced, social and client focused organisation
• Cover private markets, including debt and equity strategies

About the company
Our client is a ASX listed Australian funds management firm which is growing rapidly, both organically and via acquisitions. This role will focus on leading the Victorian team and growing their private wealth firms and family office client channels. 

About the role
You will be a part of a professional, hard-working and growing national team. You will be responsible for covering private wealth firms and family office clients across Vic, SA, and TAS. 

• Build strong relationships with existing and new private wealth advisers and family offices across Victoria, South Australia, and Tasmania
• Promoting our clients investment funds across private and listed assets
• Assist with driving distribution strategies across the southern regions
• Attend and represent the organisation at industry events including PD days and conferences

Skills & experience

• Existing relationships across either private wealth or family offices
• Ability to have complex investment discussions with sophisticated clients
• Bachelor of Finance or related degree (preferred)
• Exceptional presentation skills
• Strong communication skills.

Culture

• Social, flexible, and enjoyable organisation culture
• Supportive and growth-minded business 
• Fast paced and client focused.

Benefits

• Lead a team and be responsible for executing a distribution strategy
• Have full autonomy in the role covering Vic, SA, and Tas. 
• Report to and be mentored by the executive leadership team.

How to apply
If you are interested in learning more about this position, please contact Fabian Ruggieri at RIVA Recruitment on 0434 943 647 or apply via the attached email link.

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