Senior Wealth Investment & Portfolio Manager

VISIS Private Wealth

Brisbane

On-site

AUD 180,000 - 200,000

Full time

14 days+

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Job summary

VISIS Private Wealth in Brisbane, QLD, is seeking an experienced Investment/Portfolio Manager to own the investment function and drive long-term wealth creation for high-net-worth clients. You will lead portfolio construction, investment research and ongoing management across multiple advice teams, applying robust risk management, governance and market insight to deliver sustainable investment outcomes.

This role requires about 10+ years in fund management, advanced analytical skills and the

Qualifications

Approximately 10+ years' experience within fund management or 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 and governance.
Ability to present investment recommendations to senior stakeholders.

Responsibilities

Own and manage VISIS Private Wealth’s investment strategy and ‘house’ portfolio.
Lead investment research, due diligence and assessment of opportunities.
Execute direct share portfolio trades for advice teams.
Monitor portfolio performance, risk exposures and opportunities.
Prepare investment recommendations and performance reporting for leadership.
Build relationships with advice teams and contribute to portfolio construction.
Monitor market trends and emerging risks in private wealth.
Support governance, compliance and risk management tasks.