- Building and maintaining relationships with prospective and existing clients
- Understanding client requirements and communicating our investment approach
- Conducting client meetings and managing follow-ups
- Maintaining a structured communication cadence with clients
- Working closely with the internal team to address client requirements
- Representing Perpetual Capital with professionalism and clarity
What we’re looking for:
- 1–3 years of experience
- Robust communication and relationship-building skills
- Disciplined and organised approach to follow-ups
- Interest in investing and wealth management
- Ownership mindset and willingness to learn
- Someone who values long-term relationships over short-term sales