Your Responsibilities:

  • Oversight of internal and external domestic wrap platforms
  • Provide product support to Financial Advisors and Client Service Associates
  • Creation of training material and delivery of training
  • Product risk oversight with particular focus on the discretionary platform offering
  • Competitor analysis and product comparisons
  • Monthly dashboard reporting to board level
  • Overseeing preparation and maintenance of marketing material and PDS documents
  • Vendor and stakeholder relationship management
  • Execution of projects.

Skills and Qualifications:

  • Technical/Specialist Skills/Competencies
  • Knowledge of the Investment platforms market
  • Knowledge of Global Investment Operations and custody fundamentals
  • Knowledge of Equities, ETFs, Managed Funds, Hybrids. International equity and SMA experience is also desirable
  • Understanding of client reporting; specifically CGT, annual tax reporting and performance
  • Knowledge of relevant regulations applicable to domestic wrap products (desirable)
    Personal Attributes/Interpersonal skills
  • Confident in dealing with a large range of demanding stakeholders, including Financial Advisors
  • Strong public speaking and presentation skills
  • Client focused with the ability to build rapport at all levels
  • Strong written and verbal skills
  • Excellent attention to detail
  • Ability to work autonomously and to prioritise tasks where required
  • Solutions orientated
    Qualifications / Experience Required
  • Tertiary qualifications
  • Industry recognised education preferred (e.g. ASIC RG 146 compliant)
  • Proven experience within a Wealth Management firm or wrap platform provider
  • Previous exposure to wrap products
  • Track record in providing client solutions and driving sales.

Source: for more information click here.

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