Private Portfolio Manager

A fantastic opportunity has become available for an experienced HNW Investment Advisor to join our Portfolio Management division for wholesale investors in the Perth CBD office.
Infinity's culture is first-class driven by equity ownership. The overall offer for this role is commensurate to expertise and consists of:Competitive base salaryEquity ownershipPerformance incentives

Who We Are – Viridian Financial GroupViridian Financial Group is a leading Australian diversified financial services business, 100% owned by staff and clients. The group consists of 400 employees, including 100+ advisors managing $10bn on behalf of private families and for-purpose entities across Australia.
The firm was established in 2015 by a team who understood the power of financial advice to make a profound difference in the lives of Australians. We deliver advice and investment solutions to clients through our highly qualified, experienced and client focused teams and pride ourselves on working to really understand our clients, so we can help them live the life that they choose.

The Team – Infinity Portfolio ManagementInfinity Portfolio Management (IPM) offer a bespoke investment management service to wholesale clients only, typically HNW/UHNW families and for-purpose entities.
Our clients receive investment advice and access to institutional grade investment solutions and research covering all asset classes. Investment solutions include direct equities (ASX & globally listed), managed fuds, managed accounts and privet assets. The team also has deep expertise in offering direct equity & derivative strategies for clients seeking lower volatility and increased cashflow.
The team prides itself on high-touch approach to client engagement, centered around quarterly meetings, which has provided clients with consistencies and clarity through market cycles in otherwise volatile markets.

About the RoleThe roles key responsibilities involve taking on some existing client relationships and the management and implication of client portfolios, family meetings and reviews, as well as being an active driver of new client relationships with referrals we receive from our financial adviser and other intermediate networks.
You will be strongly supported by 1:1 relationships with an Associate, plus the trading and administration teams.

Key ResponsibilitiesMeeting with and lead a practical book of existing client relationships with HNW/UHNW families.Advertising, reviewing and implementing portfolios for clients on an ongoing basis.Acting as the lead for new business meetings and engagement with Financial Advisors and intermediaries.Opportunities to demonstrate leadership and offer mentoring, being the focal point of our business unit locally.

Working at ViridianIn 2022, the firm achieved B Corp status with a score of 99.4 and was recognised as one “Best for the World” in the Workers Impact category, placing Viridian in the top 5% score by putting in place exemplary employee-friendly practices, such as ownership opportunities, job flexibility, and fair-chance hiring policies.
You will have access to a range of benefits centered around community and inclusivity:Unique and generous leave benefits, such as Birthday Leave, Wellness Day, 13-week’s Primary Careers Leave and the ability to purchase additional Annual Leave.Flexible work options with the ability to work from home.Participation in our Viridian Team Community Program.Discounted Medibank Corporate Health Cover.Employee Assistance providing free and confidential counselling services to all employees and their families.

Knowledge, Skills & ExperienceA bachelor’s degree qualification, ideally within Commerce or a related field5+ years experience in the financial sector as an Advisor or Portfolio Manager, including experience advising clients on direct share portfolios.Willingness to undertake and complete further studies and/or examinations as required by legislation, as well as an accelerated undertaking of additional accreditations related to the role if not already held, such as SMSF and ADA1/ ADA2 accreditations.Derivates experience is favorable but not necessary.

To ApplyWe warmly welcome candidates who meet the above points under “knowledge, skills & experience” to apply.
Please note, this position will require a Police Check. Applicants must be legally entitled to work in Australia. This advert will close Wednesday 11th June 2025, 9:00pm however shortlisting will commence immediately.
At Viridian, we believe in the strength of diversity and the power of inclusion. We celebrate the unique contributions of every individual, regardless of their background, culture, nationality, or ability. We cultivate an environment where everyone feels valued, respected, and empowered to thrive. We especially encourage Aboriginal and Torres Strait Islander people, along with individuals from all cultural backgrounds and those with disabilities, to apply and join our team in contributing to our shared success.