Kaizen Recruitment Fund Executive Roundtable 2023
Kaizen Recruitment recently hosted a Funds Management Executive Roundtable discussing several key issues facing funds management business leaders. Kaizen Recruitment has consistently identified a gap in the sharing of information across funds to address business pain points and had facilitated this event to support leaders in addressing some of these challenges amongst their peers. We…
Financial Advisor Wealth Management Salary Guide
Diminished Adviser numbers, increased client referrals, Adviser experience gaps, business mergers, book purchases, compliance burden, licensee costs, business exits, and a wide array of other structural and strategic business changes have been key points raised in conversations these past 12 months. It is not news to wealth management firms that securing new talent and retaining…
Investment Operations: The Evolving Landscape in 2023
The Australian Institute of Superannuation Trustees hosted the Investment Operations Forum 2023 in Melbourne on 5th April 2023. Continued industry growth, fund consolidations, increased regulatory requirements and growing cost pressures are requiring funds to re-evaluate their operating models to maximise efficiencies. The forum was designed for Investment Operations current and emerging leaders to gain insights,…
FINSIA Future Leaders
Kaizen Recruitment was proud to sponsor and support this year’s FINSIA Future Leaders Event in Melbourne and Sydney. We would like to extend our gratitude to everyone who attended, and in particular the leaders from leading Banks, Fund Managers, Wealth Advisory and other Financial Services institutions who volunteered their time. Networking and mentoring are two…
Leaders in Investment Management, Anne Kuleshova – Senior Manager, QIC
How did you get your first position in the industry? It is a bit of a cliché but I was a maths nerd and got good grades in high school. However, to my family’s disappointment, I didn’t go into medicine or law and instead chose Actuarial Studies at The University of Melbourne. I grew up…
Financial Services Employment Market Update – January 2023
It was a busy end to 2022, with a sense that many of our clients felt exhausted by the challenges of recruitment and all were ready for a well-deserved break. The main observation of the last quarter remained the consistent theme that demand was still exceeding supply for key skills within the Australian Financial…
The Evolving Employee Value Proposition – Part 3: Can EVP Defend Against the Great Reshuffle?
In 2021, there were reports that Australia was on the brink of The Great Resignation, following in the footsteps of the UK and the US. Based on the idea that professionals had time to re-assess their career aspirations during Covid-19, The Great Resignation refers to people leaving their industries altogether in search of more meaningful…
Leaders in ESG/Responsible Investment, Danielle Welsh-Rose – abrdn – Head of Sustainability APAC
Brief overview of your career to date. I’ve been working in finance sector corporate sustainability, consulting and sustainable investing roles for my entire career – more than 20 years. I started out at a super fund in a greeenfields corporate sustainability role (possibly the first, or definitely one of the first roles of its kind…
Case Study: Chief Financial Officer – Kizmet Capital
The Client Kizmet Capital is a boutique financial services provider who is unapologetically focused on finance for pharmacy. With a holistic suite of products and solutions, Kizmet is passionate about generational shifts in pharmacy ownership, covering solutions to shape the ownership landscape of the future. In addition to traditional commercial, asset and residential finance, Kizmet…