Senior Portfolio Strategist

Vanguard Australia

Hybrid
10+ years financial services experience
Deep portfolio construction knowledge
Strong communication and relationship skills
Vanguard Australia is seeking a Senior Portfolio Strategist to advise financial advisor clients on investment strategies, portfolio construction, and asset allocation. The ideal candidate will have over ten years of experience in the financial services industry, strong investment acumen, and excellent communication skills

Job Summary

  • The role involves advising sophisticated financial advisor clients on asset allocation, portfolio construction, and fund selection decisions.
  • Candidates must possess strong investment acumen and the ability to deliver comprehensive portfolio reviews clearly to influence client decision-making.
  • Vanguard operates a hybrid working model designed to capture flexibility while enabling in-person learning and collaboration.

Matching Summary

Match Score: 85

Vanguard Australia is seeking a Senior Portfolio Strategist to advise financial advisor clients on investment strategies, portfolio construction, and asset allocation. The ideal candidate will have over ten years of experience in the financial services industry, strong investment acumen, and excellent communication skills.

Skills & Requirements

Must-have

  • 10+ years financial services experience
  • Deep portfolio construction knowledge
  • Strong communication and relationship skills

Nice-to-have

  • CFA or CFP certification preferred
  • Experience with intermediary industry landscape
  • Ability to coach less experienced crew

Key Requirements

  • 10+ years related experience
  • FINRA Series 7 & 63 licenses
  • Undergraduate degree or equivalent

Work Rights

Not specified

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