About Us
Our client is a bespoke multi-family office based in Melbourne, dedicated to serving the complex wealth management needs of high-net-worth (HNW) Chinese-Australian families. Backed by a team of seasoned professionals from top-tier institutions, we deliver buy-side, conflict-free investment solutions and family office services with a focus on integrity, long-term value creation, and generational wealth stewardship.

Role Overview
We are seeking a driven and relationship-oriented Business Development Manager to lead client acquisition efforts and grow our network of HNW/UHNW clients. The ideal candidate will have strong networks within the Chinese-Australian business community and a passion for private wealth, investments, and family office services.

Key Responsibilities

• Develop and execute client acquisition strategies aligned with the firm’s long-term goals.
• Identify, engage, and onboard new HNW/UHNW clients through warm networks, referrals, and strategic outreach.
• Leverage your personal and professional network to drive client acquisition and revenue growth.
• Understand clients’ wealth needs, family dynamics, and investment goals to introduce tailored service offerings.
• Collaborate closely with internal investment, legal, and operations teams to ensure a seamless onboarding and client experience.
• Stay current on market trends and relevant investment opportunities to engage clients meaningfully.
• Build trusted relationships with prospects, demonstrating the Firm’s value proposition and client-centric model.
• Track and report BD activity metrics; refine approach based on feedback and results.
• Help develop marketing materials and client pitch decks tailored to target segments.

Ideal Candidate

• Demonstrated track record in business development or relationship management within private banking, wealth management, or the family office space.
• Deep network among HNW or UHNW individuals, particularly within the Chinese-Australian community.
• Entrepreneurial, self-motivated, and capable of working independently in a boutique environment.
• Excellent interpersonal, communication, and presentation skills.
• Mandarin skills are essential.
• Proven track record of originating and closing new client relationships.

Why Join Us?

• Join a dynamic, entrepreneurial team with a clear vision and a growing presence in Australia’s HNW space.
• Work alongside former institutional professionals.
• Enjoy a flexible and collaborative culture where your efforts have a direct impact on firm growth and success.
• Attractive performance-based incentives and partnership opportunities for top performers. 

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