Associate Director – Lead, Grow, and Shape the Future

Location: Sydney, Australia
Position: Associate Director
Compensation: Competitive remuneration package with performance-based incentives

About KOSEC

KOSEC is the premier destination for investors seeking to optimise wealth creation while preserving capital. We empower clients with critical market insights and a comprehensive suite of resources, enabling them to make informed, strategic investment decisions.

Founded in 2010 with a bold vision, KOSEC emerged to redefine the investment landscape, providing financial solutions to a diverse client base, including Individuals, Family Offices, Trusts, SMSFs, Corporations, and Charities. With a commitment to innovation, transparency, and excellence, KOSEC delivers industry-leading expertise to ultra high-net-worth individuals across Australia.

We proudly collaborate with Australia’s most wealthiest and successful investors. We are confident that our exceptional value proposition, coupled with an unparalleled array of products and services, positions us as the prime choice in the market.

As part of our continued growth, we are seeking an exceptional Associate Director to drive business expansion, grow Funds Under Management (FUM), acquire new clients, and recruit top talent to build and strengthen our team.

Our Mission

We are driven by a singular mission: to empower investors with unparalleled knowledge, industry-leading tools, and abundant resources that open the door to ground-breaking investment opportunities. Through an unwavering commitment to excellence in both our products and services, we guide our clients towards making exceptional, well-informed investment decisions.

Our Vision

KOSEC is committed to becoming a global leader in financial services—an organisation that epitomises innovation, transparency, and excellence. Our vision aligns seamlessly with our values and aspirations, driving our team towards success and ensuring we remain at the forefront of the investment industry.

Key Responsibilities

Business Development & Client Acquisition

• Drive the acquisition of high-net-worth individuals (HNWIs).
• Expand Funds Under Management (FUM) by identifying and securing investment opportunities.
• Develop and execute business growth strategies that align with KOSEC’s long-term market expansion objectives.
• Establish and manage strong referral channels and strategic partnerships to consistently generate new business opportunities.
• Identify and leverage cross-selling opportunities across KOSEC’s range of financial services.

Leadership & Team Development

• Recruit, hire, and develop a high-performing team of financial professionals, including Private Wealth Consultants and Advisors.
• Lead, mentor, and coach team members to ensure they achieve sales targets and business objectives.
• Foster a high-performance culture that encourages innovation, accountability, and professional growth.
• Provide strategic leadership to drive operational efficiency and client service excellence.

Market Expertise & Investment Strategy

• Deliver institutional-grade investment insights and market intelligence to clients and internal teams.
• Oversee and enhance KOSEC’s investment research, portfolio management, and financial advisory services.
• Stay ahead of financial markets, economic trends, and global investment opportunities to inform strategic decision-making.

Client Relations & Compliance

• Maintain the highest standards of client service, professional ethics, and regulatory compliance.
• Represent KOSEC at industry events, investor forums, and networking functions to enhance the firm’s brand and influence.
• Build and maintain long-term relationships with key stakeholders, corporate clients, and institutional investors.

What We Are Looking For

• Extensive experience in financial services, stockbroking, private wealth management, or investment banking.
• Proven success in business development, client acquisition, and FUM growth.
• Established networks and referral channels that contribute to business expansion.
• Demonstrated experience in recruiting, mentoring, and leading high-performance teams.
• Expertise in financial markets, investment strategies, and portfolio management.
• Exceptional leadership, negotiation, and relationship management skills.
• RG146 compliance or relevant financial accreditation.

KOSEC’s Core Values

At KOSEC, our values define who we are and guide everything we do:

• Excellence: We are relentless in our pursuit of delivering outstanding financial services.
• Client Centricity: We are committed to understanding and exceeding client expectations.
• Accountability: We take ownership of our actions and deliver measurable results.
• Integrity: We uphold the highest ethical standards, ensuring transparency in every decision.
• Innovation: We embrace new ideas and technologies to pioneer industry-leading investment solutions.
• Respect: We foster a collaborative and inclusive workplace, where teamwork and mutual respect drive success.

Why Join KOSEC?

• Prestigious leadership opportunity in a highly respected investment firm.
• Competitive remuneration package with uncapped performance-based incentives.
• Opportunity to build and lead a top-tier financial team.
• Exposure to ultra high-net-worth and institutional clients, providing elite market access.
• A culture of excellence and continuous professional development.

The following links provide you with a glimpse into our company:

Events

https://www.youtube.com/watch?v=tKey80PO7OY

KOSEC on TV - Sky Business Channel

https://www.youtube.com/watch?v=wizdBmRzS2I

Channel 7

https://www.youtube.com/watch?v=mqN_06W5z34

KOSEC & UNSW Business School

https://www.youtube.com/watch?v=1OVeJuX1xMw

KOSEC & Macquarie University

https://www.youtube.com/watch?v=jx6CqP6WbCk

KOSEC TV Commercial

https://www.youtube.com/watch?v=iiCq197q84Q

If you believe you meet these criteria, kindly submit your resume or, if preferred, contact us at 1300 854 151. Please note that, due to a high volume of applications, we will only be able to reach out to successful candidates. We appreciate your understanding and request that you apply if you are located in Sydney.