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Senior Investment Consultant - Job Opportunity at ANZ Banking Group

Melbourne/Sydney, Australia
Full-time
Senior
Posted: March 12, 2025
On-site
AUD 180,000 - 250,000 per year plus bonus potential, based on private banking compensation trends in Australian market

Benefits

Flexible work arrangements for work-life balance
Health and wellbeing services access
Employee product and service discounts
Inclusive workplace culture with diversity focus
Professional development resources and support

Key Responsibilities

Lead investment strategy delivery for Ultra High Net Worth clients
Represent ANZ Private Chief Investment Office in client meetings
Develop and communicate complex portfolio recommendations
Manage multi-asset investment portfolios
Coach internal staff and clients on investment strategies
Conduct portfolio analysis and stress testing
Create bespoke investment solutions within client risk parameters

Requirements

Education

Finance or Economics Degree with post-graduate qualification, Masters or CFA preferred

Experience

Extensive frontline experience in UHNW/HNW client segment

Required Skills

Portfolio construction and analysis Client relationship management Investment management expertise Financial theory knowledge Presentation skills Team collaboration Multi-asset portfolio management Risk assessment Portfolio stress testing

Certifications

CFA preferred
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Industry Trends

Increasing demand for alternative investments in UHNW portfolios signals a shift toward sophisticated diversification strategies Growing emphasis on sustainable and ESG-focused investment solutions in private banking Digital transformation in wealth management requiring enhanced technical capabilities Rise of multi-asset solutions as core offering for sophisticated investors

Role Significance

Typically part of a specialized investment team of 5-8 professionals within larger private banking division
Senior position with direct impact on UHNW client portfolio performance and substantial influence on investment strategy implementation

Key Projects

Development of custom multi-asset portfolio strategies for UHNW clients Implementation of new investment products and solutions Strategic client portfolio rebalancing during market volatility Investment committee participation and strategy development

Success Factors

Deep understanding of global markets and alternative investments Ability to translate complex investment concepts for sophisticated clients Strong relationship management skills with both internal and external stakeholders Proven track record in portfolio management and risk assessment

Market Demand

High demand role due to growing wealth management sector in Australia and increasing complexity of investment solutions

Important Skills

Critical Skills

Portfolio construction expertise across broad asset classes including alternatives Advanced financial theory and market analysis capabilities High-level client relationship management skills

Beneficial Skills

ESG investment knowledge Digital platform proficiency Cross-border investment expertise

Unique Aspects

Integration of Chief Investment Office expertise with personalized client service
Focus on ultra-high-net-worth segment requiring sophisticated investment solutions
Strong emphasis on alternative investments and private markets

Career Growth

Typical progression to executive roles within 3-5 years with demonstrated success

Potential Next Roles

Chief Investment Officer Head of Private Banking Investment Strategy Director Senior Portfolio Manager

Company Overview

ANZ Banking Group

ANZ is one of Australia's "Big Four" banks with strong presence in Asia-Pacific markets and comprehensive wealth management capabilities

Leading position in Australian private banking sector with growing market share in UHNW segment
Strategic focus on Asia-Pacific wealth management with strong Australian and New Zealand base
Professional environment with emphasis on collaboration, innovation, and client-centric approach
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