Address
Form of work- Join a leading Asset Management team
- Be part of an organisation that values its people and culture
- Hybrid working arrangements available
The Role
The objective of the role is to be an effective advocate of Asset Management’s investment capabilities in the retail, workplace super, and institutional channels.
Key Responsibilities:
- Elevating Asset Management's investment voice and profile in the marketplace through the creation of investment insights and thought leadership content
- Delivering investment insights through multiple communication channels including online and face-to-face presentations with financial advisers, policy committees and institutional clients
- Maintaining effective working relationships with various teams across the business including portfolio managers, workplace super and distribution teams
- Preparing regular commentaries for our portfolios
- Answering investment questions posed by financial advisers, Business Development Managers, and Relationship Managers
- Signing off investment communications
To Be Successful in This Role You Will Possess:
- Must have RG146 qualification
- Minimum 10 years of experience
- Tertiary qualified in relevant field
- Deep understanding of asset management investment processes and client communication expectations
- Ability to operate effectively in a large complex environment
- Ability to communicate clearly and concisely
- Exceptional attention to detail
- Strong relationship building/interpersonal skills
- The role is suitable for a professional with experience in investment sales, asset consulting or portfolio management who is motivated to take on an investment-focused, client-facing role
Benefits
- In return, we offer development opportunities at an ASX top 200 company
- A professional, supportive, and friendly culture
- A range of corporate and lifestyle benefits
The Business
Insignia Financial is one of Australia’s leading wealth management organisations, undertaking a rapid and exciting transformation. The Insignia Financial group has been helping Australians secure their future since 1846. During that time, we have grown substantially to become a leading provider of quality financial services. We now manage and administer more than $200 billion of client monies and are listed on the Australian Securities Exchange in the ASX top 200 (ASX:IFL).
To Apply
Please submit your resume with a covering letter by clicking on “Apply Now.”
Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.
Please note that applications from agencies will not be considered at this time.
Insignia Financial is an inclusive and equal opportunity employer. We encourage applications regardless of race, ethnicity, age, religion, gender, national origin, disability status, or any other characteristic protected by law. If you need assistance or an adjustment during the application process because of a disability, it is available upon request.
Please be aware that Insignia Financial is currently undergoing an Organisational Design process, which may impact future organisational structure.
