Investment Director - Private Wealth (Location: Sydney OR Melbourne)
Investment Director - Private Wealth (Location: Sydney or Melbourne)
About the role
Commonwealth Private (CP) seeks to improve the financial wellbeing of our customers and communities across generations.
Reporting to the Executive Manager – Private Wealth Distribution, this role works closely with the broader Commonwealth Private business areas.
The Investment Director informs and presents to clients on current investment landscape and themes, together with investment opportunities catering towards CP’s UHNW and HNW private clients.
Our Investment Directors introduce and position the CP investment proposition providing themes, insights and the due diligence process to private client investors. They also educate, train and coach Private Bankers regarding investment opportunities and investment markets, as well as developing new business leads and opportunities from existing Commonwealth Bank clients and from external networks.
In addition to the above, our Investment Directors:
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Discuss current investment market environment updating clients on changes in financial markets consistent to Investment & Research Team house views.
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Share insights and expertise across all asset classes including FX, equities, fixed income, international and domestic solutions, real estate, credit, private equity/alternatives.
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Conduct regular meetings with clients to update clients on their holdings & investment markets, and communicate the CP value proposition to support client meetings to drive positive investment outcomes.
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Take a collaborative approach to client management working effectively with a broad subset of Private Bankers and their private clients.
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Deliver business growth goals and milestones - build business and account plans to meet revenue targets that align with the broader CP objectives.
About you
To be successful in this role, you will have:
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Bachelor of Commerce, Economics, Finance, Business or related discipline
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10+ years frontline experience in financial markets/investment management/investment market sales
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Experience across broad asset class spectrum including Equities, Fixed Income, Real Estate and Alternatives (Private Equity/Hedge Funds/Credit)
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Strong presentation skills
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Experience in UHNW/HNW client segment
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Experience in driving business development and organisational change
If this sounds like you apply now!
If you're already part of the Commonwealth Bank Group (including Bankwest, x15ventures), you'll need to apply through Sidekick to submit a valid application. We’re keen to support you with the next step in your career.
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Advertising End Date: 01/05/2025
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What We Do
Australia’s leading provider of financial services including retail, premium, business and institutional banking, funds management, superannuation, insurance, investment and sharebroking products and services.
We are a business with more than 800,000 shareholders and over 52,000 employees. We offer a full range of financial services to help all Australians build and manage their finances.
