Senior Investment Proposition Manager

2 weeks ago


Sydney, Australia Australia and New Zealand Banking Group Limited (ANZ) Full time

Senior Investment Proposition Manager

Senior Investment Proposition Manager

Req ID: Department: Private Investment Division: Australia Commercial Location: Sydney

About the role

Role Location: Sydney or Melbourne
Role Type: 12 month Opportunity, Full time

To support the Head of Investment Proposition in the development and delivery of quality markets and investment solutions for ANZ Private. This includes strategic initiatives, client engagement and investment strategies to enhance client experience in line with ANZ Private’s Wealth Strategy and differentiated client propositions.

What will your day look like

Support the Head of Investment Proposition in driving strategic implementation, particularly with a focus on Client Engagement Model initiatives and executing efficient processes Collaborate with cross-functional teams to successfully deliver projects and initiatives Take ownership of special projects that push boundaries and foster personal and professional growth, demonstrating adaptability and a positive attitude Manage and prioritise multiple projects across various streams, ensuring timely delivery Build and maintain strong relationships with stakeholders at all levels, to drive collaboration and project success Demonstrate exceptional organisational skills, overseeing project documentation, roadmaps, and milestones, and ensuring effective project tracking and reporting Utilise PowerPoint to create compelling presentations that effectively communicate project updates, findings, and recommendations to stakeholders Conduct data analysis using Excel, interpreting and communicating findings to stakeholders in a clear and concise manner, supporting informed decision-making

What will you bring?

To be successful in this role, you will ideally have skills, knowledge and experience in the following:

Extensive industry experience demonstrating a thorough understanding of investment solutions for HNW clients Essential experience in wealth management or private banking, with a deep understanding of client needs and preferences Tertiary/ post graduate qualifications in business/ finance Frontline client interaction experience is desirable, a strong foundation in consulting principles is also valued Strong advisory, consulting and negotiation skills as well as outstanding written and verbal communication skills Proficient in crafting professional and compelling presentation decks to effectively communicate, engage and persuade stakeholders Ability to adapt quickly, work under pressure and manage multiple activities in accordance with business requirements and timeline Demonstrated ability to design organisational change initiatives through effective communication and strategic implementation Skilled in developing engagement model processes and artifacts autonomously, with a keen eye for detail and stakeholder impact Resilient, fast paced with a strong growth mindset Proactively engages in various tasks and responsibilities, displaying adaptability and versatility Ability to Identify, monitor and manage risks, issues and dependencies, agreeing appropriate risk responses

So, why join us?

From the moment you join ANZ, you’ll be doing meaningful work that will shape a world where people and communities thrive.

But it’s not just our customers who’ll feel your impact. You’ll feel it too. Because at ANZ, you’ll have the resources, opportunities, and support you need to take the next big step in your career.

We’re a diverse bunch at ANZ in different roles, different locations, doing different things. That’s why we have a range of flexible working arrangements, so our people can “make work, work for them”. We also provide a range of benefits including access to health and wellbeing services and discounts on selected products and services from ANZ and more.

At ANZ you’ll be part of an organisation where the different backgrounds, perspectives and life experiences of our people are celebrated. That’s because we’re committed to building a workplace that reflects the diversity of the communities we serve. We welcome applications from everyone and encourage you to talk to us about any adjustments you may require to our recruitment process or the role itself. If you are a candidate with a disability or access requirement, let us know how we can provide you with additional support.

Job Posting End Date

31/05/, 11.59pm, (Melbourne Australia)



  • Sydney, Australia Commonwealth Bank Full time

    **See yourself in our team** Retail Banking Services (RBS) is the public face of CommBank, delivering a seamless banking experience for the future, to our 10 million + personal and small business customers. We offer market-leading products and services, supported by some of the world’s best systems and processes. Wealth and Private (W&P) comprises of...

  • Senior Brand

    2 months ago


    Sydney, Australia Woolworths Group Limited Full time

    Senior Brand & Proposition Manager & Hatted Product Owner 12 Month Fixed Term Contract Surry Hills based with WFH flexibility Be part of exciting digital growth  About WooliesX As a business inside one of Australia's largest retailers, WooliesX aims to bring the best of Woolworths to our customers, powered by our team, technology and...


  • Sydney, Australia BNP Paribas Full time

    REGIONAL TECHNICAL PRODUCT MANAGER - INVESTMENT ANALYTICS AND DATA SERVICES (JOB NUMBER: C L000014) **Position Purpose** The role sits within the Investment Analytics and Data Services (IADS) business line, a part of BNP Paribas Securities Services (BP2S). The business mission is to design, promote and maintain best-in-class analytics and reporting...


  • Sydney, Australia Perpetual Full time

    About the rolePerpetual is a global multi-boutique asset management firm, managing in excess of A$200bn across Equity, Credit and Fixed Income, and Multi-Asset strategies. Sitting within the Investment Risk team, this role is accountable for leading change and developing best practice approach to Investment Risk within Perpetual..Working within the...


  • Sydney, Australia Perpetual Full time

    About the role Perpetual is a global multi-boutique asset management firm, managing in excess of A$200bn across Equity, Credit and Fixed Income, and Multi-Asset strategies. Sitting within the Investment Risk team, this role is accountable for leading change and developing best practice approach to Investment Risk within Perpetual. . Working within the...


  • Sydney, Australia AMP Full time

    Head of Unsecured Lending Proposition If you could create the best digital bank in Australia, what would it look like? How would it make life easier? And what would you do to create a 6-star customer experience? We're wondering the same thing. **We're building something new** We're building the new AMP Bank: a fully digital bank with new products,...


  • Sydney, Australia Perigon Group Full time

    Premier Financial Institution requires an experienced Senior Investment Analyst to join their team for a 12-month contract role. Real Estate exposure advantageous. High-performing team environment – potential for longer-term. We are partnered with a renowned asset management Group to recruit a skilled Senior Investment Analyst to join their...


  • Sydney, Australia Aware Super Full time

    **Could you be super helpful?** As one of Australia’s largest profit-for-members superannuation funds, we always remember whose money it is and whose future we’re looking after. Our 1.1m+ members. These are the people who inspire what we do and how we do it, every day. And we walk our talk, inside as well as out. That care and inclusion, and a focus on...


  • Sydney, Australia AMP Full time

    If you could create the best digital bank in Australia, what would it look like? How would it make life easier? And what would you do to create a 6-star customer experience?  We’re wondering the same thing. We’re building something new We’re building the new AMP Bank: a fully digital bank with new products, delivered via a mobile app with killer...

  • Investment Specialist

    1 month ago


    Sydney, Australia Commonwealth Bank Full time

    **About Us**: **Commonwealth Private (CP) **seeks to improve the financial wellbeing of our customers and communities across generations. As part of the Investments & Research Team (IRT), this role works closely with the broader Commonwealth Private business areas. The **Investment Specialist/Director - Global Portfolio Solutions **informs and presents to...

  • Product Manager

    2 days ago


    Sydney, Australia AMP Full time

    Product Manager - Managed Portfolios & Investments If you live in Australia or New Zealand, you've likely heard of AMP. But at a time when society is changing, we are too. We're now a nimbler business with new leadership and thinking. For us, these are exciting times. There's a real potential for big thinkers to help us redefine what financial services...


  • Sydney, Australia Aware Super Full time

    **Could you be super helpful?** As one of Australia’s largest profit-for-members superannuation funds, we always remember whose money it is and whose future we’re looking after. Our 1.1m+ members. These are the people who inspire what we do and how we do it, every day. And we walk our talk, inside as well as out. That care and inclusion, and a focus on...


  • Sydney, Australia Foreign, Commonwealth & Development Office Full time

    The British Government is an inclusive and diversity-friendly employer. We value difference, promote equality and challenge discrimination, enhancing our organisational capability. We welcome and encourage applications from people of all backgrounds. We do not discriminate on the basis of disability, race, colour, ethnicity, gender identity, religion, sexual...


  • Sydney, Australia Stockland Full time

    The Opportunity - About the Role We have an opportunity for a Senior Strategy Manager role to join the team at our Sydney Head Office. In this role you will complete strategy projects with the Head of Enterprise Strategy, BU representatives and functional area representatives, as required by Group CEO, CIO and CFO. Daily responsibilities will include:...


  • Sydney, Australia DLA Piper Australia Full time

    The role DLA Piper understands that you’re building a future, which is why we encourage you to reach your full potential. To explore the opportunities and choices that shape your individual career journey. Here, personal growth goes hand in hand with professional development.   That’s our commitment. This is your opportunity.   DLA Piper’s...


  • Sydney, Australia Kaizen Recruitment Full time

    Leading global investment management firm - Collaborative culture - Sydney based| Hybrid WFH & Office model The Investment Operations Manager is responsible for intermediary oversight of the back and middle office functions and manages the development of associated business requirements. The position oversees daily operations, works with Senior Managers &...


  • Sydney, Australia Westpac Group Full time

    **How will I help?** The Westpac Special Projects Team is looking for a motivated Product Manager to be a part of our Strategy and Customer Proposition Team. In this role, you will work closely with our external service partners and internal stakeholders to develop the foundational elements of a new life insurance product as well as a multi-year innovation...


  • Sydney, Australia Kaizen Recruitment Full time

    Newley created permanent position - Rapidly growing industry super fund - Sydney or Melbourne CBD | Career growth opportunities **ABOUT THE COMPANY** Our client is a large Australian industry super fund, experiencing a massive period of growth and transformation. They have a focus and strategy for future growth and pride themselves in investing in their...


  • Sydney, Australia Insignia Financial Full time

    Challenging our industry to move forward Permanent Full Time Location NSW, VIC, QLD The opportunity to join our team This role supports the operation, delivery and continued growth of MLC Asset Management’s managed account and investment consulting functions. As an experienced investment SME, this role is a contributor to and conduit between...

  • Senior Associate

    2 months ago


    Sydney, Australia Norton Rose Fulbright Full time

    Description Norton Rose Fulbright is a global law firm. We provide the world's pre-eminent corporations and financial institutions with a full business law service. We have more than , lawyers operating from more than cities worldwide including Sydney, London, New York, Toronto, Hong Kong, Mexico City, Singapore and Johannesburg. We're currently...