Wealth Manager (Mandarin-Speaking) – Melbourne

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: *******@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!