About Us
Commonwealth Private (CP) seeks to improve the financial wellbeing of our customers and communities across generations.
As part of the Investments & Research Team (IRT), this role works closely with the broader Commonwealth Private business areas.
The Investment Director – Private Wealth Advantage informs and presents to clients on current investment landscape and themes, together with investment opportunities catering towards CP’s self-directed UHNW and HNW private clients on a general advice basis.
Key objectives of the role
- Introduce and position the CP investment proposition providing themes, insights and the due diligence process to private client investors.
- Discuss investment opportunities across multiple asset classes, including fixed income solutions, direct and managed equities, property, structured solutions and alternatives under a general advice framework.
- Educate, train and coach Private Bankers regarding investment opportunities and investment markets.
- Develop new business leads and opportunities from existing Commonwealth Bank clients and from external networks.
- Present investment updates and conduct roundtable discussions with existing and potential investors.
- Lead and facilitate deep conversations with clients for wealth engagement
- Engaging stakeholders across CBA to build conviction in the Self-Directed wealth proposition and drive banker and client engagement.
- This role seeks to develop and build strong relationships with clients and the aligned teams of Private Bankers. A pivotal aspect of the role is to support Private Bankers in their engagement with clients around investment insights, thematics and broad investment opportunities with CP.
- Success in the role is measured by business growth and client satisfaction/NPS Score as well as strong execution of the CP value proposition through effective collaboration with Private Bankers and building enduring engagement with clients.
Role requirements
- Discuss current investment market environment updating clients on changes in financial markets consistent to Investment & Research Team house views.
- Share insights and expertise across all asset classes including FX, equities, fixed income, international and domestic solutions, real estate, credit, private equity/alternatives.
- Communicate the CP value proposition to support client meetings to drive positive investment outcomes.
- Coach, mentor, seek feedback and support team capabilities to deliver CP and IRT strategy into various segments of Commonwealth Private stakeholders.
- Take a collaborative approach to client management working effectively with a broad subset of Private Bankers and their private clients.
- Build trust and confidence by engaging and working with Private Bankers, business partners and externals providers.
- Conduct quarterly meetings with clients to update clients on their holdings and the investment markets.
- Deliver business growth goals and milestones.
- Understand and adhere to complex legal, regulatory, risk and policy frameworks
- Operate within all compliance, audit and risk requirements
- Complete and maintain compliance requirements and continual education (CPD points) as required by role
- Build constructive and authentic relationships within CP to ensure engagement is optimised with Bankers and the CP clients.
- 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:
- Bachelor of Commerce, Economics, Finance, Business or related discipline
- 10+ years frontline experience in financial markets/investment management/investment market sales
- Experience across broad asset class spectrum including Equities, Fixed Income, Real Estate and Alternatives (Private Equity/Hedge Funds/Credit)
- Strong presentation skills
- Experience in UHNW/HNW client segment within Private Banking or Private Wealth
- Experience in driving business development and organisational change
- Collaborative, relationship and consultative business development style.
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: 18/09/2024