Consultant in Deloitte's SAP team focusing on PMO and project delivery across Southeast Asia. Managing aspects of governance and resource planning for client projects within the implementation lifecycle.
About the role
- Senior Asset Consultant delivering tailored investment solutions for financial advisers at Evidentia. Focused on portfolio construction and managing client relationships in a hybrid role.
Responsibilities
- Build and manage tailored portfolios that align with client needs and Evidentia’s investment philosophy
- Lead client relationships and serve as the primary contact
- Communicate investment views and present recommendations to client investment committees
- Oversee the preparation of client reporting and investment committee packs
- Drive FUM and revenue growth across the client base
- Work closely with the Manager Research team on manager selection and portfolio construction
- Apply Evidentia’s proprietary tools for portfolio modelling, trading, and risk management
- Represent Evidentia in client meetings, industry forums, and adviser engagements
Requirements
- Bachelor’s degree in Business, Finance, Economics, Science, Engineering or related field
- 10+ years’ experience in investment management, asset consulting or investment research
- RG146 accreditation (if advising retail audiences)
- Strong knowledge of portfolio construction, asset allocation and financial advice processes
- Proven experience working with financial advisers
- Excellent client-facing and presentation skills with the ability to engage senior stakeholders
- Strong quantitative and qualitative research capability
- Highly organised with strong attention to detail and ability to manage multiple priorities
- Collaborative team player with the ability to also work independently
Benefits
- Ongoing flexible working arrangements
- Family friendly work-life balance
- Genuinely open and supportive culture with an approachable executive team
- Ongoing training and professional development
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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