Multi-Asset Investment Specialist

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Job Description

Are you ready to be part of an organisation that values expertise, passion and diversity? At CFS we know that the foundation of our success lies in our exceptional people. We believe in celebrating individuality, have a passion for high performance and creating an environment where you can unleash your full potential. Our people enable us to make a difference and deliver exceptional experiences to help our customers achieve financial freedom.

Your Team

The CFS Investment team is part of CFS's Superannuation & Investments business unit. The Investment team is responsible for setting the investment strategy and portfolio positioning for CFS, which includes managing our market-leading and award-winning investment options. The team also manages the investment relationships and investment management agreements with a broad range of local and international investment management partners.

Your Responsibilities

The Multi-Asset Investment Specialist reports to Head of Investments and is the primary conduit between the CFS Investment team and multiple key stakeholders to optimise the delivery of our investment capability to the end customer.

Key Responsibilities Include

• Client and Advisor Engagement: Aligning the Investment team with distribution channels, collaborating with Sales and Marketing to develop a client service model, and integrating customer feedback into product improvement and development.
• Team Engagement: Developing collateral to ensure our complex investment strategies can be clearly communicated to internal and external stakeholders.
• Market Research and Competitive Analysis: Conducting thorough research to understand industry trends in multi-asset investing; identifying areas for improvement in our current product suite or the development of emerging opportunities.
• Stakeholder Relationship Management: Developing and maintaining relationships with key stakeholders, including investors, research houses, external partners, and industry professionals; effectively communicating investment strategies and performance updates; collaborating with Sales and Marketing to address investor inquiries and ensure client satisfaction.
• Regulatory Compliance: Ensure full awareness and compliance with all applicable financial regulations.

Your Capability And Experience

• Experience in investment products and/or investment sales, preferably with knowledge of multi-asset portfolios and an understanding of asset allocation, manager selection and portfolio construction techniques.
• Understanding of the multiple sales channels in the domestic markets, and the key servicing and product requirements suitable for each.
• Excellent communication and presentation skills, with the ability to effectively articulate complex investment concepts to both internal and external stakeholders.
• Strong analytical, strategic thinking, and problem-solving abilities.
• Familiarity with APRA, ASIC and AFSL regulatory frameworks.
• Bachelor's degree in finance, economics, or a related field.

What To Expect

At CFS, you'll be working among the very best in the wealth management industry. It's an inspiring environment that encourages development and celebrates success. Other things to look forward to:

• Access to CFS Employer Super, which offers an expansive investment menu and flexible insurance solutions
• Support with financial services, including discounts on home loans and daily bank accounts through our partnership with a leading financial institution
• Access to 24/7 confidential support covering safety, medical and mental health services
• Exclusive discounts on retail, travel and entertainment
• Additional leave day to celebrate your birthday

CFS Culture

At CFS we are committed to creating a thriving environment where individuals can flourish. We believe that success is built upon strong teams, and we are dedicated to celebrating uniqueness, championing individuality and supporting a diverse and inclusive workforce. We believe that when you can truly be yourself, you can unlock your full potential.

Apply today and join us in helping Australians to achieve their financial freedom.

Please note, CFS requires all candidates to have full work rights in Australia.

This role is based on Gadigal land (Sydney).

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance and Sales

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