Key Responsibilities:Strategic Leadership: Drive the development and implementation of comprehensive investment strategies aligned with the organization's long-term financial goals. Foster a culture of excellence and continuous improvement within the investment team.Portfolio Management: Oversee the management of investment portfolios, ensuring they are well-diversified and aligned with client risk profiles and investment objectives. Implement advanced analytical methods to… Show more Key Responsibilities:Strategic Leadership: Drive the development and implementation of comprehensive investment strategies aligned with the organization's long-term financial goals. Foster a culture of excellence and continuous improvement within the investment team.Portfolio Management: Oversee the management of investment portfolios, ensuring they are well-diversified and aligned with client risk profiles and investment objectives. Implement advanced analytical methods to monitor market trends and adjust investment strategies accordingly.Risk Management: Develop and maintain robust risk management frameworks to effectively identify, assess, and mitigate financial risks. Employ a proactive approach to risk assessment, leveraging cutting-edge technology to enhance decision-making processes.Client Relations: Build and maintain strong relationships with a diverse client base, providing expert financial advice and personalized investment solutions. Lead client meetings and presentations, offering insights into market trends and investment strategies.Team Leadership: Mentor and develop a high-performing investment team, promoting a collaborative environment that encourages innovation and professional growth. Set clear performance objectives and provide ongoing feedback and support.Financial Analysis: Conduct in-depth financial analysis to identify investment opportunities and evaluate the performance of existing investments. Utilize advanced financial modeling techniques to inform strategic decision-making.Regulatory Compliance: Ensure all investment activities comply with relevant regulations and ethical standards. Stay abreast of regulatory changes and implement necessary adjustments to investment practices and policies. Show less

Achievements- Established client process: responsible for design and implementation of systems used to gather and process client information through to advice documents- Portfolio Construction: managed over 150m FUM, research, construct and review all portfolios used by the firm- Xplan Systems Administrator: created and oversaw the implantation and ongoing use of xplan for the business as it transitioned to it’s own AFSL- Paraplanning Templates: as a senior… Show more Achievements- Established client process: responsible for design and implementation of systems used to gather and process client information through to advice documents- Portfolio Construction: managed over 150m FUM, research, construct and review all portfolios used by the firm- Xplan Systems Administrator: created and oversaw the implantation and ongoing use of xplan for the business as it transitioned to it’s own AFSL- Paraplanning Templates: as a senior paraplanner I have written and implemented all templates used by the AFSL, these are continually updated to reflect changing legislation and best practice. Show less