Vice President, Client Portfolios

Runs BFA's direct client relationships in Sydney and deepens the firm's relationships with the city's wealth platforms, private banks and advisers.

The role

The Client Portfolios team sits between BFA's investors and its deal flow. The Vice President leads that work in Sydney: running a book of UHNW, family office and wholesale clients, knowing each portfolio, and bringing the right opportunities to the right investors as the firm's funds and co-investments open. Alongside the direct book, the role is BFA's senior contact for Sydney-based wealth platforms, private banks and advisers, partnering with the Head of Distribution.

What you will do

• Own a portfolio of UHNW, family office and wholesale relationships, from onboarding through reporting.
• Present new funds, secondaries and co-investment opportunities and run the allocation process with operations.
• Prepare portfolio reviews and investor updates with the investment and finance teams.
• Manage and grow BFA's relationships with Sydney wealth platforms, private banks and adviser groups, keeping advisers up to date on BFA's funds and how to access them.
• Grow the book and the pipeline through referrals, professional networks and events.

What you bring

• Eight or more years in private wealth, private markets or investment advisory, with a UHNW, family office or wholesale client base you have managed yourself.
• Experience with Australian wealth platforms and adviser networks, and how managed funds and SMAs reach clients through them.
• Working knowledge of private equity, venture and secondary structures and how investors access them.
• Clear written and spoken communication; investors will read what you send.
• The organisation to run many relationships, allocations and a live pipeline at once without dropping one.