Senior Manager | PwC Private Wealth | Melbourne
Senior Manager | PwC Private Wealth | Melbourne
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Job Description
Line of Service
AdvisoryIndustry/Sector
Not ApplicableSpecialism
Corporate and Business StrategyManagement Level
Senior ManagerJob Description & Summary
- Be an instrumental driver of our Private Wealth research team collaborating to deliver bespoke investment consulting services to ultra-high-net-worth clients
- Thrive in a client-centric environment with opportunities for professional growth and development
- Flexible work options - work smarter in a way that suits your lifestyle
About the Role:
Our Private Wealth team is expanding and were looking for a Senior Manager to join our vast community of solvers. The Wealth team brings our purpose to life by delivering tailored financial solutions to ultra-high-net-worth individuals and families. As part of our team youll co-ordinate and drive our investment research team collaborating with fund managers research houses and asset consultants to provide comprehensive and innovative strategies. We pride ourselves on our client-centric approach building long-term trust-based relationships while upholding the highest standards of integrity and compliance. If youre passionate about helping clients achieve their financial goals and thrive in a proactive results-oriented environment we invite you to explore this exciting opportunity with us.
Youll help solve complex problems by using your skills working closely with the Wealth Services Investment Committee including:
- Oversee the Wealth Investment Committee research related matters and deliverables including investment insight reports and thought leadership
- Preparing Wealth Investment Committee Papers including comprehensive reports that summarise findings analyses and recommendations regarding investment funds and asset class reviews
- Manage investment committee stakeholder engagement including:
- Coordinate fund manager meeting schedules for the Investment Committee
- Attend fund manager and research consultant meetings to gather qualitative insights
- Engagement with various external stakeholders including external asset consultants and Fund Managers
- In conjunction with Senior team members assist with due diligence on potential investment opportunities in public and private markets on behalf of clients including analysing fund manager reports and evaluating market trends to assist clients in assessing the risks and opportunities
- Contribute to and be an active part of our operational investment infrastructure (including platforms internal research database and utilising portfolio modelling software)
In our Private Wealth team your impact will be seen by:
- Consistently exceeding expectations with an ability to work both independently and collaboratively in a fast-paced environment
- Proven experience (6 years) in investment research with experience in both public and private assets preferably within investment research houses
- Excellent written and verbal communication skills with the ability to present complex information clearly and concisely
- High attention to detail and strong organizational skills
- Upholding the highest standards of regulatory compliance and ethical conduct
- Assisting senior team members in quickly responding to economic shifts and market trends ensuring clients strategies remain relevant and effective
- Utilising advanced portfolio modelling tools and platforms to improve efficiency and deliver superior client outcomes
About PwC:
At PwC we are a human-led tech-powered community of solvers. We approach problems with curiosity collaboration and willingness to challenge the status quo to develop innovative solutions in partnership with Australian businesses and not-for-profits. Together we strive to make a positive impact and drive meaningful change.
Thats where our people come in. Whether youre just beginning your career or have plenty of experience under your belt we believe your unique perspective can help us to deliver valued insights that make a real impact. Here youll be surrounded by peers who have your back and leaders who support you in an environment that encourages continuous learning and growth.
Your benefits:
- Flexible working arrangements for how where and when you work ensuring you thrive while delivering top results for your team and clients
- More opportunities to connect with loved ones with the ability to work up to four weeks from anywhere in Australia and select international locations
- Health and lifestyle perks like a wellness credit and discounted memberships
- Gender inclusive 26 weeks paid parental leave
- World-class development opportunities to accelerate your career
- Strong mentors meaningful work and plenty of networking opportunities
- Dress for your day so you can feel confident and comfortable for whatever your day has in store for you
Our commitment to diversity and inclusion:
We empower our people to use their creativity authenticity and human differences to be champions of change and challenge our thinking. At PwC we understand that diverse perspectives are necessary for solving complex problems. We believe that for diversity to truly flourish it must be nurtured in an inclusive environment. Thats why we are committed to fostering a workplace where everyone feels valued to thrive.
PwC is committed to making our recruitment processes inclusive so if you need reasonable adjustments or would like to note which pronouns you use at any point in the application or interview process please let us know.
Kerrie Edmonds is the Recruitment Manager for the role. As the team experiences high volumes of applications we appreciate your patience to allow for a timely and fair process for all.
No Agencies Please: We kindly request that recruitment agencies do not submit CVs in response to this advertisement. We are only accepting applications direct from individuals.
Education (if blank degree and/or field of study not specified)
Degrees/Field of Study required:Degrees/Field of Study preferred:Certifications (if blank certifications not specified)
Required Skills
Optional Skills
Accepting Feedback Accepting Feedback Account Reconciliation Active Listening Analytical Thinking Business Tax Calculating Tax Capital Gains Tax Coaching and Feedback Communication Compliance Oversight Compliance Support Corporate Tax Planning Corporate Tax Self Assessment Creativity Direct Tax Domestic Restructuring (Taxes) Drafting Tax Documents Embracing Change Emotional Regulation Empathy Financial Statement Analysis Inclusion Income Tax Provisions Influence 38 moreDesired Languages (If blank desired languages not specified)
Travel Requirements
Not SpecifiedAvailable for Work Visa Sponsorship
YesGovernment Clearance Required
NoJob Posting End Date
July 31 2025Required Experience:
Senior Manager
Employment Type
Full-Time
