$180,000 – $200,000 per year + bonus + super
VISIS Private Wealth has a proud 25‑year history of providing tailored, holistic financial advice to high‑net‑worth clients. The business is highly regarded for the quality of its advice, depth of experience, and long‑standing commitment to client outcomes.
We are seeking an experienced Investment/Portfolio Manager to work closely with advice teams (led by Senior Private Client Advisers) to own the investment/portfolio management function, ensuring client portfolios are managed in a way that drives sustainable, long-term wealth creation.
Supporting multiple advice teams, you'll play a key role in portfolio construction, investment research, and the ongoing management of client investment portfolios. You'll apply your commercial judgement, investment expertise and market insight to identify opportunities, manage risk and support investment decisions that are in the best financial interests of our clients.
Key Responsibilities
Own and manage VISIS Private Wealth’s investment strategy and ‘house’ portfolio
Lead investment research, due diligence, analysis and assessment of investment opportunities
Execute direct share portfolio trades on behalf of advice teams
Monitor portfolio performance, investment outcomes, risk exposures and emerging opportunities
Prepare and deliver investment recommendations, insights and performance reporting to the Managing Partner and Senior Private Client Advisor’s
Build and maintain strong relationships with advice teams
Contribute to portfolio construction, optimisation and risk-reward analysis
Monitor market trends, industry developments and emerging risks across the private wealth landscape
Support governance, compliance and risk management obligations while contributing to strategic initiatives and continuous improvement activities
What We're Looking For
Relevant tertiary qualifications in finance, investments, commerce, economics or a related discipline
Approximately 10+ years' experience within fund management or a closely related investment environment
Strong experience managing complex or high-value investment portfolios
Advanced investment research, analytical and due diligence capabilities
Strong understanding of investment markets, regulation, governance and industry trends
Demonstrated experience assessing investment risk and return across private market opportunities
Highly developed written and verbal communication skills, including experience presenting investment recommendations
Knowledge of financial modelling, valuation methodologies and portfolio construction principles
Collaborative approach and ability to contribute positively within a high-performing team
Experience with Ausiex desirable
VISIS Private Wealth is a leading wealth management firm in Brisbane, Queensland, providing comprehensive financial planning, investment, and advisory services to our diverse client base. With a strong focus on client service and a commitment to ethical business practices, we have built a reputation for delivering exceptional outcomes for our clients.
VISIS Private Wealth is a leading wealth management firm in Brisbane, Queensland, providing comprehensive financial planning, investment, and advisory services to our diverse client base. With a strong focus on client service and a commitment to ethical business practices, we have built a reputation for delivering exceptional outcomes for our clients.
Your application will include the following questions:
- Which of the following statements best describes your right to work in Australia?
- How many years' experience do you have as an Investment Manager?
What can I earn as an Investment Manager
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Investment Manager in Brisbane employer: VISIS Private Wealth
VISIS Private Wealth is an exceptional employer located in Brisbane, offering a dynamic work environment where client-centric values are at the forefront. As a Client Services Officer, you will benefit from career development opportunities within an award-winning firm, competitive salary packages, and a supportive team culture that prioritises professional growth and excellence in financial services. Join us to be part of a collaborative team dedicated to delivering outstanding client experiences and making a meaningful impact in the wealth management sector.
