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Investment Consultant - Strategic Advisory

Willis Towers Watson - Melbourne, VIC

Executive & Strategic Management
Source: uWorkin


Willis Towers Watson has a global reputation for the quality of its investment advice and solutions. We are looking for someone who is insightful, adaptable and motivated to join our Strategic Advisory team. You’ll contribute significantly to the strategic direction and organisational effectiveness of our clients. The position is flexible and can be Sydney or Melbourne based.

In this role you will work with some of the world’s pre-eminent investment organisations to solve multi-dimensional and complex problems. It’s an excellent opportunity for an experienced consultant looking to broaden their investment expertise or for an investment professional seeking to look beyond portfolio activities and engage with investors at an organisational level. The position is flexible and can be Sydney or Melbourne based.

The Role

  • To be effective in this role you will need to have the confidence to contribute to complex projects and deliver tailored advice and solutions to our client base. Responsibilities may include:
  • Collaborating with small teams of colleagues on complex analysis and strategic problem solving
  • Working with clients at all levels, including direct management of some client relationships
  • Translating best practices and strategic concepts into compelling and engaging communications
  • Contributing to the new business pipeline and pitching process including drafting proposals, project plans and budgets
  • Developing materials and tools that enable colleagues in the Investments business to translate lessons learned from the Strategic Advisory practice to our global client base
  • Thinking creatively in the development of new thinking, content, tools and approaches to keep us at the forefront of best practice

The Requirements
  • The ability to work collaboratively with colleagues and clients and contribute positively to the wider Investments team culture
  • Proven relevant experience, ideally from a management consulting, investment advisory or asset management background
  • Hands on project management experience, delivering to tight deadlines and responding to client requirements
  • An aptitude for, and collaborative approach to, strategic problem solving
  • An understanding of the principles of change and transformation management with an ability to apply thinking to a variety of contexts and to chart bespoke pathways to problem resolution
  • Being adaptive, fast-learning, reliable, well-organised, and detail-oriented with a “can do” attitude.
  • A willingness and ability to learn and upskill across an evolving landscape and new emerging practices
  • A desire to push yourself, Willis Towers Watson and our clients to new heights and an ability to apply our proposition in new and interesting ways
  • Interest in investments and a desire to deepen knowledge over time
  • Experience working with investment organisations is preferable
  • Ability to communicate ideas to colleagues and stakeholders

Willis Towers Watson is an Equal Opportunity Employer

Willis Towers Watson believes that effectively managing a diverse workforce is vital to our business strategy. We have an obligation to our organisation, ourselves and our clients to hire and develop the best people we can find. We will continually review our policies and practices to ensure that all areas of the employment process (including recruiting, hiring, work assignments, compensation, benefits, promotions, transfers, company-sponsored development programs and overall workplace experience) are free from discriminatory practices. We are committed to equal employment opportunities at Willis Towers Watson.

Willis Towers Watson is committed to finding opportunities to foster flexibility in the workplace, whenever business and client demands allow. We are delighted that this opportunity meets the criteria for flexible working. For specific details, please discuss with your Recruiter.



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Australia-New South Wales-Sydney



Melbourne, VIC

Executive & Strategic Management


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