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Job Post Details
Wealth Manager (Mandarin-Speaking) – Melbourne - job post
Job details
Pay
- From $60,000 a year
Job type
- Permanent
- Full-time
Location
Full job description
Wealth Manager (Mandarin-Speaking) – Melbourne
Location: Melbourne CBD
Employment Type: Full-time
Salary : Competitive base + uncapped performance commission + super
Full-time | Melbourne VIC | Financial Services
About Boman Group
Boman Group is a boutique AFSL-licensed wealth management and asset management firm with offices in Melbourne, Sydney, Hong Kong, Singapore, and Mainland China. We provide sophisticated, cross-border wealth solutions to high-net-worth individuals and families, with strong expertise in private equity, private credit, venture capital, and alternative investments.
The Opportunity
We are expanding our Melbourne team and seeking a driven, client-focused Wealth Manager who is fluent in Mandarin and English. This is a highly rewarding front-line role combining relationship management, business development, and holistic financial advice in a fast-growing, entrepreneurial environment.
Key Responsibilities
As a Wealth Manager, your duties will include (but are not limited to):
- Identify and target new channels and networks to build a strong sales pipeline
- Onboard new high-net-worth clients through company marketing activities and your own personal networks
- Convert leads and prospects into long-term clients by delivering valuable, tailored financial advice
- Provide full holistic wealth management advice and exceptional ongoing service
- Actively grow assets under management through referrals and proactive business development
- Collaborate with our in-house private equity, venture capital, and private credit teams to offer exclusive investment opportunities
About You
To succeed and thrive in this role, you will have:
- Minimum 2 years’ experience in wealth management, private banking, financial advisory, relationship management, or client-facing financial services
- Fluent bilingual proficiency in Mandarin and English (spoken and written)
- Self-motivated with a strong drive to exceed personal and team KPIs
- Exceptional communication and relationship management skills
- Warm, approachable personality and a genuine passion for working with people
- Existing high-net-worth client relationships or networks are highly advantageous
- Candidates with Private Equity, Venture Capital, or Private Credit experience (e.g., PE/VC funds, private credit teams, family offices, or investment banking) will be prioritized
What We Offer
- Attractive base salary + generous uncapped performance commission
- Exposure to high-quality private equity, venture capital, and alternative investment deals
- Clear career progression with genuine partnership potential
- Supportive, entrepreneurial culture with direct access to senior leadership
How to Apply
Please send your CV and a brief cover letter to: car@boman.group
Subject line: Wealth Manager (Mandarin) – [Your Name]
We review applications on a rolling basis and will contact shortlisted candidates immediately.
Boman Group Pty Ltd – Equal Opportunity Employer
We look forward to welcoming a passionate, results-driven team member!
Job Types: Full-time, Permanent
Pay: From $60,000.00 per year
Work Location: In person