Overview
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 high-net-worth individuals, families and family offices.
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.
Responsibilities
* Working closely as part of the client advisory team, responsible for supporting Partners in the Wealth Services business
* Investment due diligence, including analysis of investment strategies and risk and return profiles
* Understanding of private market investments, including private equity, private credit and other alternative assets, and how they fit within diversified portfolios for high‐net‐worth and family office clients
* 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
Qualifications
* Someone who works effectively both independently and collaboratively in a fast‐paced environment
* 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
* A commitment to upholding the highest standards of regulatory compliance and ethical conduct
* The ability to assist senior team members in quickly responding 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
Benefits
* The opportunity to work with leading organisations and cutting‐edge technology that challenge and expand your expertise.
* 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 including four weeks' annual leave and float public holidays to support your work‐life balance.
* A world‐class parental leave policy offering up to 26 weeks of leave for caregivers, supporting your family and personal life.
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. 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.
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