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Our Services

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Relationship Managers (HNW/UHNW)

Hiring Relationship Managers for HNW and UHNW clients requires far more than traditional recruitment it demands deep industry understanding, discretion, and an ability to identify professionals who can uphold and elevate your institution’s reputation.

We specialise in sourcing high-performing, relationship-driven RMs with proven experience in managing sophisticated clients, driving portfolio growth, and operating within the complex regulatory standards of private banking and wealth management.

Portfolio Managers

Finding the right Portfolio Manager requires a precise understanding of markets, client expectations, investment philosophy, and the discipline needed to manage high-value portfolios with consistency and confidence.

We specialise in identifying experienced, performance-driven PMs who bring a strong blend of analytical depth, refined judgment, and the ability to tailor investment strategies to sophisticated clients. Our evaluation process focuses on their track record, risk discipline, communication style, and alignment with your organisation’s investment ethos.

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Investment & Research Analysts

Top-tier Analysts are the foundation of strong investment decisions they shape perspectives, guide strategies, and provide the depth of insight required for confident portfolio management. Identifying the right analyst means finding professionals who combine analytical precision with real-world market understanding and the ability to translate complexity into clear, actionable intelligence.

We specialise in recruiting high-calibre Investment & Research Analysts who bring rigorous research capabilities, strong quantitative and qualitative analysis skills, and a disciplined approach to evaluating markets, sectors, and investment opportunities.

Compliance & Risk Professionals

In today’s regulatory environment, hiring the right Compliance and Risk professionals is essential to protecting your institution’s reputation, operational integrity, and long-term stability. These roles require individuals who not only understand complex regulatory frameworks but can also translate them into practical, risk management practices.

We specialise in recruiting experienced Compliance & Risk experts who bring a strong command of cross-border regulations, AML requirements, internal controls, and governance standards. Our approach ensures you meet professionals who combine technical expertise with sound judgment, discretion, and the ability to collaborate effectively across business units.

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Contact Details

44 Surrey Rd, Dandenong North 3175

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