Commsec Platinum Team Relationship Manager

1 week ago

Sydney, New South Wales, Australia Commonwealth Bank Full time
**_Manage the most significant investor cohort at Australia's leading online stockbroker.
- **This Relationship Manager opportunity will see you responsible for managing CommSec's most significant investors and meaningfully contribute to further develop CommSec's premium client offering.

See yourself in our team


CommSec, is Australia's premier online retail stockbroker with over 25 years of industry leading service and experience pioneering Australia's offering to self-directed investors.

CommSec offers the best online and mobile trading solution and are the industry's first choice when considering the most reputable online trading partners.

CommSec's relationship management arm sits within CommSec One, managing relationships of a small subset of CommSec's most valued investors. CommSec One is an exclusive program designed for active and influential self-directed investors.

This team is responsible for service and client engagement, as well as playing a pivotal role in CommSec Initial Public Offerings and follow on capital raisings.


Do work that has significant impact to the business


As a key member of the CommSec One's relationship management team, you will play a pivotal role in pro-actively engaging and building strong relationships with CommSec clients across Australian equities, International Equities, Margin Lending and Options.


Quality of interaction is paramount and we adhere to the highest standards of quality and compliance as a non-advisory, execution only broker.


To be successful in this role you will have:

  • Extensive experience working in financial markets
  • Proven relationship management of High Net Worth clients
  • Experience planning and executing in person events and one on one client meetings
  • Proven experience being a meaningful contributor to strategy development and implementation
  • Proven consistent performance achieving and exceeding targets in a service based role
  • RG146 Accreditation desired (essential): General, Securities, Foreign Exchange, Margin Lending, ADA level 1 and 2 (desired).


This opportunity will give you exposure to a wide range of stakeholders at all levels of the business whilst being part of a team that is focused, smart, hardworking and passionate about our shared vision to create the very best experience for our customers.

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Advertising End Date: 04/06/2024

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