Wealth Manager (Mandarin-Speaking) – Melbourne

Employment Type: Full-time

Salary : Competitive base + uncapped performance commission + super

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

Boman Group Pty Ltd – Equal Opportunity Employer

We look forward to welcoming a passionate, results-driven team member!

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