Associate Portfolio Manager Nsw

4 weeks ago

Sydney, Australia BT Financial Group Full time

Sydney CBD location
- Opportunity to join BT Financial Group (Westpac)
- BT Managed Investment Solutions

**How will I help?**

BT Financial Group aims “to enable quality financial advice to thrive”. Our platforms; Panorama and Asgard, allow financial advisers and their businesses to effectively and efficiently manage the wealth of their clients. BT Financial Group (BT) is the wealth management arm of the Westpac Group. BT designs, manufactures and administers platforms which enable customers to achieve their financial goals through the accumulation and management of personal wealth. Distribution of BT’s products is conducted through an extensive network of financial advisers.

We currently have an opportunity within our business for an Associate Portfolio Manager. This role exists to provide support to Managed Investments business through operational and customer service support; undertaking client servicing activity through support provided to Senior Portfolio Managers; supporting the National Investment Specialist in a sales support capacity; and supporting the Trade Management and Order Execution Manager.

Further responsibilities include the following:

- Respond to customer, planner and portfolio manager requests
- Identification and preparation of client presentation material for visits by Portfolio Managers
- Preparation of proposed activity on Corporate actions
- Identification of, and subsequent distribution of, material that enhances the value of Managed Investments to clients and advisers
- Monitoring client portfolios on a daily basis in a Portfolio Managers absences and make trade recommendations for approval by another Portfolio Manager
- Preparation of sales content including presentation packs and pitch documentation
- Preparation of sales related reporting such as pipeline and flow reporting
- Development and execution of distribution related campaigns
- Contribution to various bank channel distribution strategies
- Provide support to the Trade Execution Manager including managing and execution of trades, booking trades and managing model portfolio changes
- Preparation of sales related reporting such as pipeline and flow reporting

**What’s in it for me?**
Job flexibility and the financial benefits for being part of the Westpac team (like special banking, wealth and insurance offers), and training so your career can grow as you do. You’ll also be encouraged to take part in our fun community projects as a paid volunteer.

**What do I need?**

To be successful in this role you will have strong administration skills, ability to liaise with all levels of clients and stakeholders, and effectively provide high level customer service.

Further skills required for this role include the following:

- Proven communication and relationship management skills
- Results oriented and proactive
- Keen interest in the financial markets essential
- Proven interpersonal skills coupled with confidence and willingness to provide customer and team support
- Strong decision making skills
- Effectively manage tasks and leverage resources
- Tertiary qualification in Business, Commerce or Economics or similar
- Securities Institute qualification (RG146) desirable

**What is it like to work there?**

For the past 200 years, we’ve been backing people, businesses, communities, and ideas. As Australia’s first bank, we’ve adapted and evolved, inspired by our customers and a genuine desire to create better futures.

Together, we’re creating better futures for all our people, customers, communities, and shareholders. This has been our enduring Purpose.
- **We inspire our people and together we are creating better futures **. It’s our passion for embracing diversity and creating opportunities that enables them to dream big and fulfil their potential.
- **We empower our customers **. It’s our strength, agility and heart that gives them the confidence to navigate change and forge new paths. Empowered, our customers are creating better futures.
- **We make change happen in the community **. It’s our shared vision of a safer, greener and more inclusive world that sees us back new ideas, innovations and individuals who are creating better futures.
- **We deliver for our shareholders by creating better futures together **. It’s our ability to generate value for this generation and the next, which makes our shareholders proud to invest in us.

**How do I Apply?**
Start Here. Just click on the **APPLY **button.
- The health and wellbeing of our employees is our priority and we will ensure that physical distancing requirements are met in all our workplaces as long as required. _

**Do you need reasonable adjustments during the recruitment process?**

At Westpac we are committed to providing a supportive culture and creating inclusive and accessible workplaces, branches, products and services for our customers, employees, and community.

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