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Financial Investment Manager

Financial Investment Manager

Help & advice

Help and Information Phone
131 823

Also known as Portfolio Manager.

Invests and manages sums of money and assets on behalf of others over an agreed period of time, in order to generate income and profit. Registration or licensing may be required.


Tasks Include:


  • interviewing prospective clients to determine financial status and objectives, discussing financial options and developing financial plans and investment strategies
  • monitoring investment performance, and reviewing and revising investment plans based on modified needs and changes in markets
  • recommending and arranging insurance cover for clients
  • arranging to buy and sell stocks and bonds for clients
  • advising on investment strategies, sources of funds and the distribution of earnings
  • setting financial objectives, and developing and implementing strategies for achieving the financial objectives
  • managing funds raised from personal superannuation savings policies and unit trusts
  • assisting in meeting superannuation compliance requirements
  • directing the collection of financial, accounting and investment information and the preparation of budgets, reports, forecasts and statutory returns
Specialisations
  • Superannuation Funds Manager
  • Unit Trust Manager
Job prospects for Financial Investment Advisers and Managers in Victoria

Occupations in the Financial Investment Advisers and Managers group include Financial Investment Adviser and Financial Investment Manager.

Employment prospects
There are currently 10,400 Financial Investment Advisers and Managers in Victoria. Over the next five years, the size of this relatively large occupation is expected to grow. Employment prospects for the next five years are strong.

Average weekly wage
$1,841.30

Hourly earnings
$48.10

For more information about this occupation at a national level visit the Job Outlook website. External link

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