Senior Client Strategist

Sydney CBD Australia
Apr 10, 2019
May 10, 2019
Industry Sector
Finance - General
Employment Type
Full Time

At Willis Towers Watson Investment, we advise large institutional investors, such as super funds, insurers and endowments on their long-term investment strategies. Collectively our Australian clients handle more than $300 billion in assets and are amongst the most creative and successful institutional investors in Australia. Our clients typically invest in a portfolio of diverse, global investments with the ultimate goal of generating long-term real returns at a rate sufficient to meet their partners’ requirements. We contribute by developing tailored investment solutions for our clients which are expected to meet these return objectives, but importantly, also take into account each client’s tolerance for investment risk, complexity, fee budgets and any other specific requirements. From idea, to creative research to careful analysis and capable execution, we partner with our clients to give them a bold edge.

As a Senior Client Strategist – Investment, you will be responsible for engaging with a large number of clients and prospects, to set the foundation for long-term investment strategy and portfolio management framework. You will deliver Investment solutions that will influence and improve outcomes, including Delegated and Specialist Solutions, in alignment with the client’s/prospect’s objectives and working seamlessly with Senior Investment Consultants, Portfolio Managers, Business Development, and cross-Line of Business colleagues. Ideally the role would be based in Sydney; however, other locations will be considered.


The Role

  • Develop new business opportunities with existing clients and large prospects, addressing their needs with bespoke Investment solutions that demonstrate our capabilities and offerings
  • Lead on the strategy development of Investment solutions for existing clients potential clients
  • Advise clients on a variety of investment issues that help identify, assess, lead, measure and transform their organisation's performance and capabilities
  • Influence and persuade key client partners and decision makers at senior levels of the client organisation, promoting new Investment solutions that craft better portfolios and achieve improved performance
  • Take the lead on identifying and cultivating new business from large prospects and existing clients, contributing to the financial success of our business
  • Generate pipeline progress against growth objectives
  • Work effectively with Investment and Business Development resources to identify prospects and articulate their goals/objectives, as well as to develop solutions that improve client outcomes
  • Work collaboratively with the Client Relationship lead on relevant projects
  • Be a senior resource for the investment practice and a key point relationship contact for the broader firm
  • Actively develop and mentor talent, providing direction, feedback and coaching
  • Contribute to the development of creative and best-in-class thinking for our business
  • Ensure that all advice given during the relevant strategy discussions is consistent with our Professional Excellence guidelines and the WTW core values


The Requirements

  • Ability to develop multiple relationships at the most senior levels within client organisations
  • Ability to influence key partners (internal and external) via formal and informal channels
  • Track record of business development and consultative sales expertise
  • The ability to think critically
  • Knowledge of the best ideas in handling risk in a holistic manner and to be able to influence multiple pools of capital for the better
  • Demonstrated capability to collaborate with cross-functional teams across Investment practices and geographies
  • Significant actuarial, investment, and risk management acumen (qualified CFA, Actuarial or other suitable qualification)
  • Excellent oral and written communication skills

For further details please contact Nicole Lauritz (03) 0655 5432 or