Own a high‑value NSW adviser portfolio and turn trusted relationships into sustainable FUM growth, backed by deep investment capability and a respected brand.
work shoulder‑to‑shoulder with top‑tier investment teams and bring differentiated solutions to Australia’s private wealth market.
A genuine front‑line growth role where commercial judgement, adviser trust and smart execution directly shape outcomes.
Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.
Our global multi-boutique asset management business offering an extensive range of specialist investment capabilities through seven boutiques and brands in key regions globally. Within Australia, Perpetual and Pendal have a broad range of capabilities across Australian and global equities, credit, fixed income, multi-asset and ESG. We have a growing presence in the US, UK and Europe through our brands Barrow Hanley, Trillium, JO Hambro, Regnan and TSW.
At Perpetual Asset Management, we work closely with advisers to help deliver long‑term outcomes for clients. We’re looking for a Private Wealth Distribution professional to help grow our presence across NSW, working with Investment Advisers to expand funds under management and deepen strategic relationships.
This role is well suited to someone with strong private wealth experience who enjoys building trusted partnerships, executing clear sales strategies, and working closely with investment and internal stakeholder teams.
About the Role
you will be responsible for driving growth across agreed Private Wealth accounts, primarily with Investment Advisers based in NSW.
Key responsibilities include:
Drive net flows and FUM growth across agreed NSW private wealth accounts
Build and execute strategic account plans (activity, pipeline, conversion and retention)
Run a bottom-up Investment Adviser engagement strategy (segmentation, cadence, prioritisation)
Lead adviser conversations from first meeting through to commitment and ongoing growth
Partner with internal teams to deliver coordinated, high-quality account management
Build strong relationships with key external stakeholders (platforms, associations, industry partners)
Maintain high standards of ethical conduct, risk awareness and compliance
Champion continuous improvement and operational discipline in how the channel operates
About you
You’ll bring a solid background in financial services distribution, with a strong understanding of private wealth and adviser channels.
We’re looking for someone with:
A bachelor’s or master’s degree in finance or a related discipline
Demonstrated success in a sales or distribution role within financial services, ideally across private wealth or adviser channels
Strong knowledge of financial markets and wealth management, including Private Wealth
Strong commercial instincts, with the ability to negotiate, influence and close opportunities
Confidence presenting investment solutions, market insights and value propositions in a way that resonates with advisers
A structured, self‑led approach to running your territory - planning activity, prioritising accounts and managing pipeline
Sound judgment and professionalism, with a strong commitment to ethical conduct, risk awareness and compliance
Strong account management capability
Commercial acumen, including negotiation and influencing skills
How we work
Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients, the way we approach decision-making to the questions we ask and the problems we solve.
Employee benefits
Work from anywhere in Australia for up to one month each year
An annual allowance to empower you to prioritise your personal wellbeing
Study support and commitment to supporting professional development
Diversity and inclusion
Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy
A growing number of employee-led networks who work to raise awareness and drive continued change
We support over 50 First Nations Communities, helping to secure the communities' future. We encourage applications from Aboriginal and Torres Strait Islander People
We’re committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.
Skills Required
- Bachelor's or master's degree in finance or a related discipline
- Demonstrated success in a sales or distribution role within financial services
- Strong knowledge of financial markets and wealth management
- Strong account management capability
What We Do
Perpetual Limited is an ASX-listed, diversified financial services company and our purpose is, and has always been, to create enduring prosperity. We have been earning the trust of our clients for more than 135 years and pride ourselves on our long-standing client relationships, some of which span five generations. We aim to be the most trusted brand in financial services. Headquartered in Sydney, Australia, we provide asset management, wealth management and trustee services to local and international clients. Our operations span Australia, Asia, Europe, United Kingdom and the United States
