Director - Investment Strategy and Advisory

4 days ago

Brisbane, Queensland, Australia Profusion Full time

About The Role
Join a progressive national investment and advisory firm redefining how high net worth clients experience advice. As Director of Investment Strategy & Advisory, you'll combine sales excellence, portfolio expertise, and collaboration to deliver world-class outcomes across a diverse global investment platform.

Key Responsibilities

  • In conjunction with Private Client Advisers, drive the growth of new and existing high net worth and ultra-high net worth relationships through proactive engagement and tailored investment conversations
  • Collaborate closely with internal stakeholders and partners to deliver integrated, end-to-end client solutions
  • Apply strong asset class knowledge and portfolio construction skills to meet the unique risk and return objectives for clients
  • Deliver high-impact presentations and thought leadership to clients and professional networks

What You Bring

  • Proven track record in sales, stakeholder management and relationship development within investment markets, private wealth, or institutional environments
  • Strong technical capability across asset classes
  • Experience developing tailored portfolio strategies for high net worth or wholesale investors
  • High-level presentation and communication abilities, adept at simplifying complexity for sophisticated audiences

Why This Opportunity?
Be part of a national, high-performing team with a global investment capability. Expect a collaborative culture that values technical excellence, autonomy, flexibility, and exceptional rewards — including competitive remuneration, performance incentives, and genuine career growth.

To express your interest in this opportunity, please forward your resume to Ric Zanetti at or click the Apply link below.

Profusion respect people, value diversity and are committed to equality.

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