_{19th February, 2025}

• Sydney CBD Head Office | Attractive Salary
• Join an innovative, dynamic, people-focused organisation
• Covering Australian institutional clients.

About the company
An internationally recognised investment management and consulting firm, our client provides asset management services to institutional and intermediary investors worldwide. One of their core strengths is their ability to build, implement and manage successful institutional portfolios. Their Australian institutional team partners with over 30 institutional clients across superannuation, charities, universities, foundations, and government related funds.
  
About the role
Our client is seeking a positive, engaging professional to join their Australian institutional investment team to lead in managing client relationships through the delivery of investment service and advice. They will inherit clients to manage, and support the sales team to effectively grow the business.

Key responsibilities

• Portfolio construction including asset allocation. governance, investment strategy, implementation, performance reporting, and client relationship management
• Manage existing NFP and super clients
• Assist with presenting to prospective clients
• Support other consulting team members on day-to-day operations and training needs
• Lead junior team members.

  
Skills & experience

• Undergraduate degree in Business, Commerce or related field
• CFA or CIMA (preferred)
• Investment Consulting experience
• Client servicing experience
• Strong project and time management
• Excellent problem solving and communication skills
• Ability to work with a wide variety of people including team members, clients, members, actuaries, auditors and industry regulators.

  
Culture

• Innovative workplace that values integrity and diversity
• Client-centric and forward thinking investment approach
• Collaborative team environment.

  
Benefits

• Join an innovative, dynamic, people-focused organisation
• Take your career to the next level at a leading global organisation
• Additional annual leave
• Insurances, education, and retirement benefits.

  
Should you wish to discuss this position further, please feel free to call Fabian Ruggieri on 0434 943 647.

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