Australia’s 2023-24 financial year is just one month old, yet Canberra (ACT) has already released the first Matrix pre-invitation round of the new year, right on schedule. Judging by the nominated occupations and invitation scores from that first round, it is remarkably welcoming to offshore applicants — especially for the relatively less-common occupations that are nonetheless very common back home.

In our last article we looked together at the most popular industries back home — marketing and administration — and their pathways to migrating to Australia. If you’re interested, take a look here: Marketing, advertising, HR, administration, management, copywriting and other common industries are all great migration prospects now — from as little as 65 points! Occupations matched to pathways, all in one guide!

Without further ado, today we share the sales and finance industries — sales first, then finance.

The Sales Industry

Sales roles exist across every industry — retail, services, real estate, medical devices and many more — making it a hugely important field.

In Australia, sales roles are broken down into specific nominated occupations according to the product being sold — but these occupations generally have no migration pathway available. Don’t be discouraged just yet: try looking at it from a different angle, starting from your actual duties and responsibilities, to see whether a more suitable occupation is open to you.

Sales and Marketing Manager

Sales and Marketing Manager — 131112

If you have spent years in sales and worked your way up to management, this occupation is well worth a look.

This occupation is assessed by IML. Last financial year the minimum invitation score was 70, while in Canberra a Matrix score of 50 was enough to secure a place.

Duties (for reference only):

1. Direct the development and implementation of sales strategies and set sales targets, to maximise the organisation’s sales and customer loyalty

2. Direct the development and implementation of strategies to market the organisation’s goods and services to as many people as possible

3. Direct the development and implementation of strategies that increase consumption of the organisation’s goods and services by building and reinforcing “brand image” or “brand loyalty”

4. Direct the development and implementation of strategies to build and maintain the organisation’s image and reputation among customers, investors and the wider public

Conference and Event Organiser

Conference and Event Organiser — 149311

This was another very popular occupation last financial year. Beyond sales roles, it also covers administrative and advertising positions, making it a fairly flexible occupation.

Last financial year the minimum invitation score for this occupation was 65. In the new financial year Canberra’s scores remain low — in last month’s first Matrix round, applicants with 60+5 and 65+5 received Subclass 190 invitations.

Duties (for reference only)

1. Arrange and coordinate services for attendees, such as conference facilities, catering, signage, displays, audiovisual equipment, accommodation, transport and social activities

2. Organise the registration of attendees

3. Negotiate the type and cost of services to be provided within budget

4. Oversee the work of contractors and report changes to work orders

Customer Service Manager

Customer Service Manager — 149212

Last financial year the minimum invitation score for this occupation was 65, while in the new financial year a Matrix score of 60 in Canberra’s first round was enough to secure a place.

Duties (for reference only)

1. Develop and review policies, plans and procedures relating to customer relations and the goods and services provided

2. Ensure the operational efficiency of the service centre

3. Manage, motivate and develop staff who provide customer service

4. Plan and implement after-sales service to track customer satisfaction, ensure the performance of goods purchased, and modify and improve the services provided

5. Liaise with other organisational units, service agents and customers to identify and respond to customer expectations

The Finance Industry

The finance industry features roles such as financing officers, investment project managers, foreign-exchange dealers, securities dealers, product developers, bank and insurance client managers, credit reviewers, and assistant dealers in treasury operations. Beyond the familiar Financial Investment Adviser nominated occupation, are there other occupations — for roles such as bank tellers or financial risk control — that can complete a skills assessment?

Financial Investment Adviser

Financial Investment Adviser — 222311

From last financial year this occupation began receiving invitations again, giving many applicants in finance fresh hope. If you work in banking, securities firms, fund companies, investment firms or similar financial businesses, it is an occupation worth considering.

Last financial year the minimum invitation score was 75, while in the new financial year a Matrix score of 60 in Canberra’s first round was enough to secure a place.

Duties (for reference only)

1. Help clients develop asset-allocation plans and provide investment advice, including advice on investment strategy, sources of funding and distribution of returns

2. Set financial goals and develop and implement strategies to achieve them

3. Manage funds raised from personal superannuation savings policies and unit trusts

4. Develop and implement financial plans for individuals or organisations, and provide advice on investment strategies and their tax implications, securities, insurance, superannuation schemes and real estate.

Financial Investment Manager

Financial Investment Manager — 222312

If you are a portfolio manager, fund manager or trust manager, this occupation is worth considering.

Last financial year the minimum invitation score was 50+15, while in the new financial year a Matrix score of 60 in Canberra’s first round was enough to secure a place.

Duties (for reference only)

1. Invest and manage substantial funds and assets on behalf of others over an agreed period to generate income and profit. Registration or licensing required.

2. Stay across the latest developments and source and screen suitable investment projects

3. Conduct preliminary research on investment projects, carry out feasibility studies, valuations and return analyses on prospective investments, and prepare the relevant reports

4. Design investment projects, anticipate the risks involved in their operation and propose corresponding solutions

5. Track and monitor the performance of projects already invested in, and manage post-investment oversight and exit strategies

Financial Market Dealer

Financial Market Dealer — 222211

Dealers — commonly known as traders — buy and sell securities in the financial markets and trade and distribute financial securities on behalf of financial institutions.Last financial year, applicants with 75+5 received NSW Subclass 190 invitations, and a NSW Subclass 190 pathway was newly added that year.

Duties (for reference only)

1. Obtain information on securities, market conditions, government regulations and clients’ financial circumstances

2. Interpret securities reports and financial journals and review share-price quotation data

3. Analyse financial markets and financial-market products

4. Provide information and advice on financial-market matters, market conditions, and the history and prospects of businesses

5. Execute buy and sell orders in the market on behalf of clients

‍

Finance Broker —‍

Finance Broker — 222112

In previous years the minimum invitation score was 60+5.

Duties (for reference only)

1. Operate as an independent agent during negotiations and arrange loans on behalf of clients.

2. Gather market information and client feedback, and convey the company’s product and service information to clients.

3. Provide clients with sound financial-planning advice to preserve and grow their assets.

4. Provide clients with services relating to securities broking and a range of comprehensive, foundational financial-advisory services.

Information and Organisation Professional

Information and Organisation Professionals nec — 224999

Within financial institutions, beyond the front-office derivatives roles mentioned above, there are also back-office roles such as risk control and compliance — for which this occupation is worth considering. The assessing authority does not set out the duties for this occupation explicitly, but from the description of the occupation group we can infer that it is defined as a role covering duties such as collating information and filing documents.

Last financial year the minimum invitation score was 65. This occupation currently covers a fairly broad scope, so if you feel your duties are at all relevant, we welcome you to get in touch.

Assessing authorities change constantly, and lately various nominated occupations have seen a steady stream of requests for further information. In the hands of someone without professional expertise, a single misstep can make the rest of the migration journey far harder.

So leave the professional work to the professionals — that is how you complete the first step of the migration journey quickly and successfully.

If you have any questions about skills assessments, add us on WeChat and we’ll be glad to help.

Recommended Reading

One guide to mastering the Subclass 485 — exactly how many years can you get?

Where’s the safe bet? Low tuition + no points race + stable employment — popular WA VET courses

Analysis of the serious 190/189/491 backlog and its impact! Plus a parent-migration waiting-time estimator!

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Can Sales and Finance Professionals Migrate to Australia? Yes! Low Points + Plenty of Options — Find the Skills Assessment That Matches Your Role!

One guide to mastering the Subclass 485 — exactly how many years can you get?

Where’s the safe bet? Low tuition + no points race + stable employment — popular WA VET courses

Analysis of the serious 190/189/491 backlog and its impact! Plus a parent-migration waiting-time estimator!

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