Strategic Portfolio Manager

2 weeks ago


Melbourne, Victoria, Australia Independent Resourcing Consultancy Ltd Full time

About the Role:

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This is a pivotal opportunity for an experienced and highly motivated Wealth Manager to join our dynamic team at Independent Resourcing Consultancy Ltd. in Melbourne, Australia.

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The successful candidate will have a proven track record in wealth management, exceptional client relationship skills, and a deep understanding of the financial markets.

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Key Responsibilities:

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  • Develop and manage a portfolio of high-net-worth clients, providing personalized financial strategies and investment advice.">
  • Conduct comprehensive financial planning, including investment management, retirement planning, estate planning, and tax optimization.">
  • Analyze clients' financial situations, risk tolerance, and investment goals to create tailored wealth management plans.">
  • Monitor and review clients' investment portfolios, making adjustments as necessary to ensure alignment with their financial objectives.">
  • Stay updated with market trends, economic conditions, and regulatory changes to provide informed advice to clients.">
  • Collaborate with internal teams, including investment analysts and financial planners, to deliver integrated financial solutions.">
  • Maintain strict confidentiality and adhere to all regulatory and compliance requirements.">
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Qualifications:

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Bachelor's degree in Finance, Economics, Business Administration, or a related field (Master's degree or relevant certifications)

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Minimum of 5 years of experience in wealth management or a related financial advisory role

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Proven track record of managing and growing a portfolio of high-net-worth clients

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Strong knowledge of financial products, investment strategies, and market dynamics

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Excellent communication, negotiation, and interpersonal skills

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Ability to build and maintain long-term client relationships based on trust and integrity

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Proficiency in financial planning software and tools

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A transferable book of clients with over $5 million in Assets Under Management (AUM) is required

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Benefits:

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Estimated salary: AU$120,000 - AU$180,000 per annum, depending on experience

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Competitive bonus structure

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Comprehensive health and wellness benefits

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Opportunities for professional development and career advancement

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Supportive and collaborative work environment

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What We Offer:

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A stimulating and challenging role in a dynamic team

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Ongoing support and training to ensure continued growth and development

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A chance to make a real difference in the lives of our clients

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Join our team of dedicated professionals and take your career to the next level



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