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  • Skilled Occupation PROFESSIONALS Business, Human Resource and Marketing Professionals > Financial Brokers and Dealers, and Investment Advisers Financial Investment Advisers and Managers Financial Investment Manager



    FINANCIAL INVESTMENT MANAGER

      Alternative Title:
        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.

      Skill Level: 1

      Specialisations:

        Superannuation Funds Manager
        Unit Trust Manager

    Financial-Investment-Manager
    Average Income:
    The average salary for a Financial Investment Manager is $ 126,249 for male employees and $ 97,676 for female employees per year.
    Average Age: Males: 41.9 Females: 39.3 Persons: 41.0
    [See: www.abs.gov.au 2223 Financial investment advisers and managers - Employee Earnings and Hours, Australia, May 2016]



    Australian visa options for Portfolio Manager (Financial Investment Manager)

    Employer Sponsorship
    Permanent
    491 Visa
    Permanent
    482 TSS Visa
    Skilled Occupation
    ANZSCO Code
    Assessing Authority
    189 Visa
    190 Visa
    State
    Family
    186 Visa (DE)
    187 Visa
    All area
    Regional area
    Financial Investment Manager
    222312
    VETASSESS
    Visa processing times-months (75%)
    9
    -
    17
    Business Visas
    Assessment
    Visa processing times-months (90%)
    12
    -
    19

    Financial Investment Manager categories in Group B.

    Information for Employers

    Are you seeking to employ a Financial Investment Manager for your company?

    If you are unable to find an Australian staff, you might consider hiring a Financial Investment Manager from overseas. We have a huge database of potential candidates; you can email us your job opportunity at employer@deltaimmigration.com.au . Your offer will be sent to suitable candidates.

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    We cannot guarantee that this information is accurate, complete or current. Please see Terms of Use

    Sponsorship options for Financial Investment Manager
    190 Visa Sponsorship
    491 / 491 Visa Sponsorship
    Northern Territory (NT) (Darwin) Government Visa Sponsorship
    NT_______________________________________ NT_______________________________________
    NTFor applicants who are able to provide evidence of positive employment prospects NTFor applicants who are able to provide evidence of positive employment prospects
    NTFor Graduates in the NTNTFor Graduates in the NT
    NTFor applicants who have strong family connectionsNTFor applicants who have strong family connections
    NTFor applicants who meet the NT residency and work requirements (including 485, 417, 462 and 457 visas Holders)NTFor applicants who meet the NT residency and work requirements (including 485, 417, 462 and 457 visas Holders)
    Nomination by South Australia State Government (SA) (Adelaide)
    SA
    List current as of 22/10/2019
    SA
    List current as of 22/10/2019
    SAAvailable to South Australian international graduates, OR applicants have worked in a skilled occupation in South Australia, OR have eighty five points or higher (including state nomination points).
    • one year of skilled work experience in the past 3 years. See Work experience waiver
    • 45 years or less
    • Financial capacity
    • Competent Plus English (e.g. IELTS 6.5 in each band) (or Proficient overall); Not available for Chain Migration nomination from 14/08/2019
    • See Exemption considerations for International graduates of South Australia
    • Processing Times: 6 - 7 weeks
    SAImmigration South Australia stopped accepting state nomination applications for the subclass 491 visa at 11am on 14 August 2019.

    Victoria State Nomination (VIC) (Melbourne)
    VIC VIC
    • A current job offer within a regional area of Victoria; The employment offer must be in your nominated occupation and must be for full time work for a period of at least 12 months.
    • A Competent level of English (or equivalent); Exemptions: citizens of the USA, UK, Canada, Republic of Ireland or New Zealand.
    • meet the financial requirement.

    Postcodes: Cities and major regional centres (3211 to 3232, 3235, 3240, 3328, 3330 to 3333, 3340 and 3342); Regional centres and other regional areas(3097 to 3099, 3139, 3233 to 3234, 3236 to 3239, 3241 to 3325, 3329, 3334, 3341, 3345 to 3424, 3430 to 3799, 3809 to 3909, 3912 to 3971 and 3978 to 3996); Anywhere except the Melbourne metropolitan area; including Geelong, Ballarat, Bendigo, Shepparton, Mildura and Warrnambool)

    VIC For Graduates in Victoria:
    • completed a PhD in Victoria within the past five years.
    • IELTS: Minimum 6.0 in each band
    VIC For Graduates in Victoria:
    • completed a PhD in Victoria within the past five years.
    • IELTS: Minimum 6.0 in each band
    Skilled Migration Western Australia State Nomination (WA) (Perth)
    WA WA
    WAAvaliable to applicants who have completed a Bachelor and other higher degree graduates (ie Bachelor Honours Degree, Graduate Certificate or Graduate Diploma) in Western Australia
    • IELTS score of at least 7 in all bands or OET score of at least B in all bands or TOEFL-iBT (24 in all bands) or PTE Academic (65 in all bands) or Cambridge English Advanced (CEA) (185 in all skills)

      IELTS exemption: citizens of UK, Ireland, USA, Canada and New Zealand.
    • one year of Australian work experience within the last 10 years; or 3 years of overseas work experience within the last ten years
    • Have an employment contract for full-time employment for at least 12 months in Western Australia in the nominated (or closely related) occupation.

      Please Note: From December 2019 work experience and job offer requirements may be reduced. Graduates would need to either demonstrate six months of work experience or a six month employment contract, but not both. Currently, international students need to have 12 months of work experience plus a job offer for 12 months.
    WAAvaliable to applicants who have completed a Bachelor and other higher degree graduates (ie Bachelor Honours Degree, Graduate Certificate or Graduate Diploma) in Western Australia
    • IELTS score of at least 7 in all bands or OET score of at least B in all bands or TOEFL-iBT (24 in all bands) or PTE Academic (65 in all bands) or Cambridge English Advanced (CEA) (185 in all skills)

      IELTS exemption: citizens of UK, Ireland, USA, Canada and New Zealand.
    • one year of Australian work experience within the last 10 years; or 3 years of overseas work experience within the last ten years
    • Have an employment contract for full-time employment for at least 12 months in Western Australia in the nominated (or closely related) occupation.

      Please Note: From December 2019 work experience and job offer requirements may be reduced. Graduates would need to either demonstrate six months of work experience or a six month employment contract, but not both. Currently, international students need to have 12 months of work experience plus a job offer for 12 months.
    WAAvaliable to applicants who have completed a Masters Degree or PhD in Western Australia
    • IELTS score of at least 7 in all bands or OET score of at least B in all bands or TOEFL-iBT (24 in all bands) or PTE Academic (65 in all bands) or Cambridge English Advanced (CEA) (185 in all skills)

      IELTS exemption: citizens of UK, Ireland, USA, Canada and New Zealand.
    • Have an employment contract for full-time employment for at least 12 months in Western Australia in the nominated (or closely related) occupation.

      Please Note: From December 2019 work experience and job offer requirements may be reduced. Graduates would need to either demonstrate six months of work experience or a six month employment contract, but not both. Currently, international students need to have 12 months of work experience plus a job offer for 12 months.
    WAAvaliable to applicants who have completed a Masters Degree or PhD in Western Australia
    • IELTS score of at least 7 in all bands or OET score of at least B in all bands or TOEFL-iBT (24 in all bands) or PTE Academic (65 in all bands) or Cambridge English Advanced (CEA) (185 in all skills)

      IELTS exemption: citizens of UK, Ireland, USA, Canada and New Zealand.
    • Have an employment contract for full-time employment for at least 12 months in Western Australia in the nominated (or closely related) occupation.

      Please Note: From December 2019 work experience and job offer requirements may be reduced. Graduates would need to either demonstrate six months of work experience or a six month employment contract, but not both. Currently, international students need to have 12 months of work experience plus a job offer for 12 months.
    New South Wales (NSW) (Sydney) State Visa Sponsorship
    NSW
    Invitation results between January to August 2019
    NSW
    Central West
    Far South Coast
    Mid North Coast
    Murray
    Northern Inland
    Northern Rivers
    Orana
    Riverina
    Southern Inland
    Queensland (QLD) State Visa Sponsorship (Brisbane)
    QLD QLD
    QLD QLD
    QLDFor Graduates in Queensland (Master):
      BSMQ Temporarily Suspends QUEENSLAND SKILLED VISA NOMINATION for Subclass 190 & 491 visas;
    • Completed Masters Degree or higher within the last two years
    • provide evidence of current full time employment with a Queensland employer in your nominated occupation (or a closely related occupation) (minimum 35 hours per week)
    • Provide evidence of ongoing full time employment ((minimum 35 hours per week) for a minimum of 12 months with a Queensland employer registered in Australia in your nominated occupation (or a closely related occupation).
    • Sufficient funds
    • Sponsorship Fee: $ 200
    For PhD Graduates in Queensland:
      BSMQ Temporarily Suspends QUEENSLAND SKILLED VISA NOMINATION for Subclass 190 & 491 visas;
    • Completed within the last two years
    • Have a positive decision on thesis
    • Sufficient funds
    • Sponsorship Fee: $ 200
    QLDFor Graduates in Queensland (Master):
      BSMQ Temporarily Suspends QUEENSLAND SKILLED VISA NOMINATION for Subclass 190 & 491 visas;
    • Completed Masters Degree or higher within the last two years
    • provide evidence of current full time employment with a Queensland employer in your nominated occupation (or a closely related occupation) (minimum 35 hours per week)
    • Provide evidence of ongoing full time employment ((minimum 35 hours per week) for a minimum of 12 months with a Queensland employer registered in Australia in your nominated occupation (or a closely related occupation).
    • Sufficient funds
    • Sponsorship Fee: $ 200
    If you are applying for the 491 you must provide evidence you have been working for a regional employer and living in a regional area. For PhD Graduates in Queensland:
      BSMQ Temporarily Suspends QUEENSLAND SKILLED VISA NOMINATION for Subclass 190 & 491 visas;
    • Completed within the last two years
    • Have a positive decision on thesis
    • Sufficient funds
    • Sponsorship Fee: $ 200
    Australian Capital Territory (ACT) (Canberra) Visa Sponsorship
    ACTClosed
    Canberra Matrix: Applicants should express an interest in applying for ACT 190 nomination by completing a score-based Canberra Matrix where they are allocated points against demonstrated economic contribution or benefit and/or a genuine commitment to be part of the ACT community.

    14 October 2019 CANBERRA MATRIX - INVITATION ROUND: 60 point matrix submitted on or after 14 April 2019 and on or before 30 April 2019;
    Number of Invitations Issued: 402

    You can nominate any occupation on the ACT Occupation List, even if that occupation is closed. However, only open occupations will score points in the ‘Nominated Occupation’ category in the Canberra Matrix.

    Applicants must demonstrate a ‘Proficient’ level of English as defined by Home Affairs (ie IELTS result with a minimum score of 7 (L, R, W, S) or or PTE Academic with a minimum score of 65 (L, R, W, S) or be eligible for ACT 190 Streamlined PhD nomination).



    Canberra residents

    You must meet the following minimum criteria before you are eligible to express an interest in ACT 190 nomination:
    • You must be living and working in Canberra for the three months immediately before the date of Matrix submission. While the employment does not have to be fulltime or permanent, it must be continuous. You must be working a minimum 20 hours per week. Paid annual or personal leave meets the employment criteria. Any claim for unpaid leave (including maternity leave) must be evidenced by a valid medical certificate
    • You may also work for more than one ACT employer or be self-employed on an ABN. If you are employed by a NSW employer in the ‘ACT Region’, you must demonstrate that your work activity is located in the ACT. Please note: internships, stipends, scholarships and volunteer positions are not considered employment for this criterion
    • If you are including a spouse / partner and/or children in your application, and they are in Australia, they must have lived in Canberra for the three months immediately before the date of Matrix submission.


    Overseas applicants

    You must meet the following minimum criteria before you are eligible to express an interest in ACT 190 nomination:
    • Your skills and at least 12 months continuous experience (within the last three years) in the nominated occupation must be relevant to the ACT economy. Experience in heavy industry, manufacturing, production, mining; shipping, gas and oil; head office banking and railways are not generally considered relevant industries given the structure of the ACT economy, which is primarily knowledge-based.
    • If you do not have a genuine ACT job offer, you must provide evidence of research into sufficient ACT employment opportunities in your nominated occupation, relevant to your skill set and experience (see Page 18: Employability for overseas residents).
    • You and/or any dependents must not be the holder of a current Australian visa (or associated bridging visa), except an Australian visitor visa.
    • You are not eligible for ACT 190 nomination if you, your spouse/partner or children are living or have lived in another Australian state or territory within the last twelve months.


    • Service fee: A$300 (if you are invited to apply)


    ACT
    Tasmanian (TAS) (Hobart) Government Visa Sponsorship
    TASNomination Criteria:
    • Available to Tasmanian international graduates who enrolled in a Tasmanian tertiary institution prior to 31 July 2017, have been living in the state for at least 12 months and have studied for a minimum of one academic year (40 weeks) in Tasmania; The course undertaken must be full time and be either a bachelor or any higher degree, a diploma, an advanced diploma, or a trade qualification (minimum Cert III level for a skilled occupation in Major Group 3 in ANZSCO); The applicant must currently be in Tasmania;
      or
    • The applicant must have been working in Tasmania for six months immediately prior to the application for state nomination in an occupation in-line with applicant's skills assessment (for a minimum of 35 hours per week); A genuine need for the position should be satisfied.
      or
    • For Overseas Applicants:
      • have formal job offer for a job that is based in Tasmania and in-line with applicant's skills assessment; The applicant and his/her dependants have not lived in another Australian state or territory within the last 12 months. A genuine need for the position should be met.
    • Applicants who enrolled in a Tasmanian tertiary institution after 31 July 2017 must meet the Australian study requirement through study in Tasmania. So they must complete a two year study in Tasmania and Have lived in the state during your period of study. The applicant and their dependants must be in Tasmania at time of application.
    and

    sufficient funds.

    Processing Time: 20 working days

    Sponsorship Fee: Nill
    TASClosure of Tasmania's subclass 491 Skilled Regional Visa Program
    Eligible skilled migrants can apply for visa state nomination of the new subclass 491 Skilled Work Regional visa from the 16th November 2019.

    Source: DHA, migration.tas.gov.au, business.nsw.gov.au, migration.qld.gov.au, migration.sa.gov.au, australiasnorthernterritory.com.au, liveinvictoria.vic.gov.au, migration.wa.gov.au,

    Financial Investment Manager job description, duties and education requirements

    UNIT GROUP 2223 FINANCIAL INVESTMENT ADVISERS AND MANAGERS

      FINANCIAL INVESTMENT ADVISERS AND MANAGERS develop financial plans for individuals and organisations, and invest and manage funds on their behalf.


      Indicative Skill Level:

      In Australia and New Zealand:

        Most occupations in this unit group have a level of skill commensurate with a bachelor degree or higher qualification. At least five years of relevant experience may substitute for the formal qualification. In some instances relevant experience and/or on-the-job training may be required in addition to the formal qualification (ANZSCO Skill Level 1).

      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
      • may refer clients to other organisations to obtain services outlined in financial plans

      Occupations:

      Sources: www.abs.gov.au and DIBP


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