Investment Specialist - Victoria, Australia

Overview

Investment Specialist responsible for growing managed portfolio assets and adviser relationships across Victoria, Tasmania and South Australia. The role combines investment expertise, business development and adviser engagement.

What you'll do

• Drive managed portfolio net flow and funds-under-management growth.
• Acquire adviser and licensee relationships and expand existing partnerships.
• Strengthen adviser engagement through investment education and relationship management.
• Represent investment capabilities at client meetings, conferences, webinars and industry events.
• Advise stakeholders on investment philosophy, managed portfolios and market views.
• Collaborate with Sales, Product and Investment teams on growth opportunities.
• Develop presentations, market updates, portfolio commentaries and thought leadership content.

What you'll need

• Demonstrated success in investment management, managed accounts or wealth management business development.
• A proven record of converting adviser relationships into revenue and asset growth.
• Strong knowledge of asset allocation, portfolio construction and manager analysis.
• Ability to build credibility with advisers, practice owners, investment committees and licensees.
• Excellent presentation, public speaking and written communication skills.
• RG146 Certification.
• Full and unlimited working rights in Australia or New Zealand.

Nice to have

• Experience with managed accounts, managed portfolios, model portfolios or investment platforms.
• Bachelor’s degree in Finance, Commerce, Economics or a related discipline.
• CFA designation or relevant postgraduate qualifications.

Details

• Remote role based in Victoria, Australia.
• Travel across Victoria, Tasmania and South Australia is required.
• Domestic and international travel is required.