Strategic Wealth Manager Position

3 weeks ago

Melbourne, Victoria, Australia Netwealth Full time
About Netwealth

We are a leading provider of innovative wealth management solutions, dedicated to helping our clients achieve their financial goals.

Our company was founded in 1999 with a vision to revolutionize the way people manage their wealth. Today, we are proud of our reputation as a trusted and forward-thinking partner for individuals and organizations seeking expert investment advice.

As a Strategic Wealth Manager, you will be part of our Investment Management and Research team, responsible for evaluating investment opportunities and making informed recommendations to our clients.

The Opportunity

We are seeking an experienced investment research professional to join our team. In this role, you will lead the investment reviews for new model managers and managed models, working closely with external investment managers to evaluate their suitability for our clients' portfolios.

You will be responsible for writing and presenting your recommendations to the Investment Committee, securing approval for the appointment of new investment managers and the issuance of new managed models.

This is a key role that requires strong analytical skills, attention to detail, and excellent communication abilities. If you have a passion for investing and a desire to work with a talented team, we encourage you to apply.

About You
  • You have a tertiary qualification in financial services related disciplines (commerce, financial markets or financial advice). Relevant industry certification (CFA, CIMA, FRM, etc) is highly regarded.
  • You have at least 5 years of experience in investment analysis or manager research, preferably with exposure to managed accounts.
  • You have knowledge and understanding of platform financial products and their use by clients and advisers, including an understanding of managed accounts.
  • You possess sound organizational and time management skills, with the ability to work autonomously and prioritize tasks effectively.
  • You have excellent communication skills (both written and verbal) to enable effective communication of complex concepts and preparation of reports.
What We Offer

We offer a competitive salary range of $120,000 - $180,000 per annum, depending on experience.

We also provide a comprehensive benefits package, including:

  • A hybrid working policy with flexibility to work from home and in our office
  • Access to further education and diverse training opportunities
  • A range of wellness and lifestyle perks, including discounted gym memberships, income protection, flu shots, and more
  • A family-friendly workplace with parental leave and a kids' holiday program
  • A supportive and inclusive culture with employee resource groups and community involvement opportunities
Why Join Us?

We value diversity, equity, and inclusion, and strive to create a workplace where everyone feels welcome and supported. Our employees are our greatest asset, and we invest in their growth and well-being.

If you are passionate about investing and committed to excellence, we invite you to apply for this exciting opportunity.

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