Job Description

LGT Wealth Management was formed around a clear and uncompromising vision – to bring global best practice in building institutional quality investment portfolios to Australian clients.

With a shared passion for building an uncompromised business – we created something new from the ground up. A chance to leave behind the things that weren’t working, while enhancing the things that were. Our authentic and personalised client-first commitment. Our entrepreneurial spirit. Our focus in best-in-class advice. And our intimate understanding of the Australian private wealth landscape.

In 2022 we became a part of the LGT Group, who shared our entrepreneurial spirit, long-term approach and private-ownership model. Today, with the global expertise, stability, and capability of LGT behind us, we can work without being reliant on markets or margins, with a singular focus on giving our clients the advice and deep expertise they need for generations to come.

As Director, Product Solutions, you will play a pivotal role in driving the growth of a strategically important product suite—particularly mortgages—by partnering closely with front office advisers and working directly with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.

You’ll act as both a trusted product expert and a commercial enabler—helping advisers position sophisticated solutions, supporting client conversations, and ensuring all outcomes are aligned with risk and compliance frameworks.

This role is also the key face of mortgage solutions in Melbourne, with a strong mandate to build, grow and scale this offering as part of LGT’s broader growth strategy.

Key Responsibilities

• Drive growth and distribution of the product suite across mortgages, Lombard, discretionary and cash solutions

• Partner closely with Investment Advisers to position product solutions for HNW/UHNW clients

• Attend client meetings as a subject matter expert, supporting complex and high-value opportunities

• Actively support and enable advisers through training, coaching and ongoing product education

• Lead product advocacy within the Front Office to increase adoption and asset flows

• Ensure all product usage aligns with regulatory, compliance and credit frameworks

• Support mortgage origination by working closely with Credit Advisors once opportunities are identified

• Contribute to policy, product development and continuous improvement initiatives

• Build strong internal relationships across product, risk, compliance and advisory teams

What the role looks like in practice:

• Daily: Engaging with advisers, supporting client opportunities, providing technical guidance

• Weekly: Attending client meetings, running training sessions, progressing deal pipelines

• Monthly: Driving product initiatives, contributing to strategy, liaising with credit and risk teams

About You

You are a commercially minded product specialist with a strong sales orientation and deep technical expertise in lending—particularly within a private banking or HNW/UHNW environment.

Key requirements:

• Proven experience in mortgage lending within private banking or wealth management ( essential)

• Strong track record of driving product growth and supporting distribution initiatives

• Confident in client-facing situations, including pitching and influencing senior stakeholders

• Deep understanding of credit, lending structures and regulatory requirements

• Ability to balance commercial outcomes with risk and compliance considerations

• Highly collaborative, with the ability to build trusted relationships across front office teams

• A proactive, self-driven approach with strong problem-solving capability

You’re equally comfortable in the detail (credit structures, policy, compliance) and in front of clients—translating complexity into clear, compelling solutions.

Why You’ll Love This Role

• High visibility & impact: A critical role in delivering LGT’s growth strategy, with direct influence on revenue and product expansion

• Client exposure: Work directly with HNW and UHNW clients on sophisticated, high-value opportunities

• Commercial ownership: A true blend of product expertise and sales enablement—not just advisory, but growth-focused

LGT Wealth Management is committed to the ongoing development of their employees. Your development will be managed and tailored to your role and future career path.

LGT Wealth Management is an equal opportunity employer committed to embracing a diverse and inclusive work environment. We aim to attract and retain the best people regardless of their gender, marital/parental status, ethnic origin, nationality, age, background, disability, sexual orientation and gender identity.