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Business Director | Wealth Management Recruitment, Southern Region
In this role, you will work alongside the Private Wealth Advisors and the Investment team to help provide customised and technical multi-asset investment solutions for the clients of the business (Private Clients and Family Office).
Day to day responsibilities include:
* Communicate market updates consistent with house view to clients of the business and the broader team.
* Present to clients of the firm, offering investment ideas to meet clients investment outcome objectives.
* Work with Private Wealth Advisors to understand clients investment objectives and how best to position the investment solutions in house to meet those objectives.
* As a team, assist in client pitch proposals utilising in house views and knowledge from the broader team.
* Attend client review meetings to provide an update on client holdings and any market shifts since last review.
* Feed back market insights from clients and broader industry to the CIO and investment team to test new investment ideas.
* Build internal relationships within the team and aligned divisions; presenting monthly market catch ups etc.
Company Overview
Join a national private wealth team that services some of the biggest private clients and family offices in the country. They offer their clients multi-asset investment solutions as part of a fully comprehensive advice offering.
Role Overview
You will be a senior individual contributor in this position, working alongside the private wealth team, the CIO and the Investment team.
* Multi-Asset
* Private Client Facing
* Technical Investment solutions
Skills & Experience
* CFA/CAIA/IMC highly desirable
* Experience making portfolio recommendations across a broad asset class base (ideally to UHNW clientele)
* The ability to construct multi-asset investment portfolios
* Strong macro economic and investment knowledge
* A background in investment research would be highly valued.
* Excellent communication skills; both within a client meeting but also to present at industry events.
What’s on Offer
Investment Consulting roles are growing in popularity within the Private Wealth sector as the industry and the investment within the industry sophisticate. This is an excellent opportunity to join an Australian head officed business with an unbelievable clientbase to work with.
* A growing and developing team and division
* The opportunity to work alongside some industry leaders
* The ability to work multi-asset and not just in one asset class.
Click on the ‘ APPLY’ button or contact Charis Bowles on
We are committed to providing a supportive culture and positively contributing towards creating diverse and inclusive workplaces for our candidates & clients. We invite candidates of all ages, genders, sexual orientation, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply.
Seniority level
Director
Employment type
Full-time
Job function
Strategy/Planning, Research, and Business Development
Industries
Financial Services, Investment Advice, and Investment Management
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