Private Wealth | Manager | Investment Services

PwC Australia; Melbourne; On-site; AUD 180,000 - 240,000; Full time

Job summary

PwC Australia is seeking a Manager in Private Wealth Services to provide tailored investment solutions for ultra-high-net-worth individuals and family offices. You’ll lead client advisory activities and collaborate with Directors and Partners.

The role emphasizes investment due diligence, client deliverables and market insights, with opportunities to mentor junior consultants and shape long-term wealth strategies.

Qualifications

• Experience providing investment guidance to UHNW clients or family offices.
• Strong due diligence and portfolio analysis skills.
• Ability to present complex information clearly to clients and senior stakeholders.

Responsibilities

• Support Directors and Partners in the Private Wealth Services team.
• Perform investment due diligence and analyse risk/return profiles.
• Prepare client deliverables including investment and wealth strategy documents.
• Support quarterly reports, marketing and thought leadership initiatives.
• Assist with business development, proposals and client meetings.
• Engage with external advisers and stakeholders to support client strategies.
• Contribute to platforms, data sources, templates and models used by the team.
• Ensure compliance with relevant laws and ethical standards.
• Lead and mentor junior consultants to build a high-performing team.

Skills

Client advisory

Investment analysis

Due diligence

Stakeholder engagement

Excel modelling

Regulatory compliance

Mentoring

Job description

The work you do today could help define what’s possible tomorrow for ultra-high-net-worth individuals and families seeking tailored financial solutions that align with their unique goals. As a Manager in our Private Wealth Services team, you’ll be instrumental in providing investment services that are tailored to ultra-high-net-worth individuals, families and family offices.

Why PwC?

At PwC Australia, your skills meet purpose. We tackle big challenges across industries like finance, technology, energy, and health, giving you the chance to make a real impact. Here, your growth is our priority. You’ll work with leading teams, explore new technologies, and unlock your full potential.

Join a global community of more than 370,000 people who value bold ideas, collaboration, and lasting change. Together, we’re building trust and shaping the future.

What you’ll do:

• Working closely as part of the client advisory team, responsible for supporting Directors and Partners in the Private Wealth Services business.
• Investment due diligence, including analysis of investment strategies and risk and return profiles.
• Assisting with preparation of client deliverables including investment and wealth strategy documents.
• Support ongoing Wealth related client matters and deliverables, including quarterly reports, marketing and thought leadership.
• Assistance with business development, marketing initiatives and proposals.
• Preparation for and attendance at strategic meetings with clients.
• Engagement with various external stakeholders and advisers (i.e. asset consultant, fund managers, investment advisers, brokers, banks, lawyers etc).
• Contribute to, and be an active part of our operational infrastructure (including platforms, data sources, templates and models).
• Ensure all financial activities comply with relevant laws and regulations, maintaining ethical standards.
• Lead and mentor junior consultants, fostering a collaborative and high-performing team environment.

What we’re looking for:

• Someone who works effectively both independently and collaboratively in a fast-paced environment.
• Understanding of private market investments, including private equity, private credit and other alternative assets, and how they fit within diversified portfolios for ultra-high‑net‑worth and families and family office clients.
• Excellent written and verbal communication skills, able to present complex information clearly and concisely.
• High attention to detail paired with strong organisational skills.
• Passionate about investment markets, and an analytical mindset.
• Ensure a commitment to upholding the highest standards of regulatory compliance and ethical conduct.
• Work with senior team members to quickly respond to economic shifts and market trends, ensuring clients' strategies remain relevant and effective.
• Proficiency in utilising advanced excel and other portfolio modelling tools and platforms to improve efficiency and deliver superior client outcomes.

What you’ll gain:

• The opportunity to work with leading organisations and cutting-edge technology that challenge and expand your expertise.
• Work within an inclusive environment committed to Inclusion and Diversity and First Nations Prosperity, ensuring diverse perspectives are at the forefront of our work.
• Flexibility means trusting you to choose when, where, and how you work, balancing what’s best for you, your team, and your clients to grow and thrive together.
• Clear paths for career progression supported by continuous learning and leadership development.
• Generous leave entitlements to support your work-life balance - including floating public holidays, birthday leave and ability to purchase additional leave on top of your four weeks.
• A world-class parental leave policy offering up to 26 weeks of leave for caregivers, supporting your family and personal life.

We know that perks are as important as your financial rewards. Explore all the benefits that PwC has to offer here.

Ready to grow here and go further? Join PwC Australia as a Manager and make an impact that goes beyond the expected.

We’re committed to treating all our job applicants fairly and with respect, irrespective of their actual or assumed background, disability, neurodivergence, or any other protected characteristic and to maintaining a safe, respectful workplace for everyone. We want you to have every opportunity to thrive in our selection process. In the application form, you can let us know what adjustments you require during our recruitment process and/or any workplace accommodations you anticipate needing to help you perform your role.