Job title: Senior Investment Consultant
Company: ANZ
Job description: About UsAt ANZ, we’re shaping a world where people and communities thrive, driven by a common goal: to improve the financial wellbeing and sustainability of our millions of customers.About the RoleYour role as a Senior Investment Consultant will be responsible for representing the ANZ Private Chief Investment Office and ANZ Private Advisers on the delivery of the ANZ Private Banking (ANZPB) investment proposition to our clients. The role will deliver expertise to our clients through communicating the ANZ value proposition to support client meetings and to drive optimal investment outcomes for clients. You will take a collaborative approach to client management and personalized investment solutions, working closely with Advisers and taking an active role in preparation of investment portfolio proposals for clients.Role Location: Melbourne OR Sydney
Role Type: Permanent, Full timeIs this role for you?Consider the following questions:
- Do you have an uncompromised passion for investment management and how we deliver to our clients needs and expectations?
- Do you have demonstrated ability to coach both internal staff and clients?
- Do you have experience making portfolio recommendations across broad asset class spectrum including Equities, Fixed Income, Real Estate and Alternatives (Private Markets/Hedge Funds/Credit) in a multi-asset portfolio context for UHNW clients?
- Can you engage successfully with team members, frontline and clients to resolve issues and represent ANZ?
- Have you managed investment portfolios and successfully led clients through complex change?
What will you bring?To be successful in this role, you should either have these skills already or be passionate about developing them:
- Extensive frontline experience in Ultra High Net Worth/High Net Worth client segment within Private Banking
- Finance or Economics Degree, with industry relevant post graduate qualification, Masters or CFA preferred
- Solid academic background in financial theories, principles, and concepts commonly used in investments
- Excellent client relationship management skills and strong presentation skills
- Ability to build productive relationships with team members and clients
- Ability to construct bespoke multi-asset portfolios within a client’s risk constraints and return objectives, underpinned by CIO investment philosophy
- Sound understanding of portfolio theory and ability to perform portfolio analysis and stress test portfolios, communicating analysis to adviser and client
You’re not expected to have 100% of these skills. At ANZ a growth mindset is at the heart of our culture, so if you have most of these things in your toolbox, we’d love to hear from you.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’re a candidate with a disability or access requirement, and have an enquiry about the support provided, please let us know on your application or visit for alternate contact methods.To find out more about working at ANZ, visit . You can apply for this role by visiting ANZ Careers and searching for reference number 89883 .Job Posting End Date26/03/2025 , 11.59pm, (Melbourne Australia)
Expected salary:
Location: Sydney, NSW – Melbourne, VIC
Job date: Thu, 13 Mar 2025 23:39:46 GMT
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