Private Wealth Manager - Investment Services

About the role

PwC Australia is hiring a Manager in its Private Wealth Services team in Melbourne. Working as part of the client advisory team, you will support Directors and Partners in delivering investment services tailored to ultra-high-net-worth individuals, families and family offices.

Key responsibilities

• Investment due diligence, including analysis of investment strategies and risk and return profiles
• Help prepare client deliverables such as investment and wealth strategy documents
• Support ongoing wealth-related client matters, including quarterly reports, marketing and thought leadership
• Assist with business development, marketing initiatives and proposals
• Prepare for and attend strategic client meetings
• Engage with external stakeholders and advisers such as asset consultants, fund managers, investment advisers, brokers, banks and lawyers
• Contribute to the operational infrastructure (platforms, data sources, templates and models)
• Ensure financial activities comply with laws and regulations and maintain ethical standards
• Lead and mentor junior consultants

Required profile

• Works independently and collaboratively in a fast-paced environment
• Understanding of private market investments (private equity, private credit and other alternative assets) and how they fit into diversified portfolios for UHNW clients
• Excellent written and verbal communication, with strong attention to detail and organisation
• Analytical mindset and passion for investment markets
• Commitment to regulatory compliance and ethical conduct
• Ability to respond quickly to economic shifts and market trends with senior team members

Required skills

• Advanced Excel and other portfolio modelling tools and platforms
• Financial statement analysis

What we offer

• Flexible working arrangements
• Career progression with continuous learning and leadership development
• Leave including floating public holidays, birthday leave and the option to buy extra leave
• Parental leave of up to 26 weeks