Advice Administration Specialist
1 week ago
About us
Commonwealth Private strives to provide outstanding personal service and trusted advice to high net worth individuals who have the intention to invest or borrow at least AU$2.5million. Quite simply, our breadth of experience means that we can offer clients a comprehensive range of solutions as well as market leading products and innovative investment opportunities.
We are backed by superior research capabilities and the extensive resources of the Commonwealth Bank Group, so we can help our clients achieve the best possible outcome.
We have Private Bankers and Private Wealth Managers specialising in banking, lending, strategic advice, investments and insurance located right across Australia.
Our vision is to be the private bank successful Australians recommend.About the opportunity
The
Commonwealth Private Advisory team is responsible for the provision of wholesale investment services to the Bank's ultra-high and high net worth clients.
As an
Advice Administration Specialist , you will be responsible for on-boarding and wholesale classification of clients and their entities.
More specifically, you will:
- Assisting Advisers / Bankers and Investment Specialists with the wholesale classification of clients and their entities.
- Review and validate client documentation to confirm Wholesale status;
- Perform controls to maintain Wholesale Classification of entities;
- Liaising with Risk and Legal teams for ambiguous Wholesale classification methods.
About you
To be successful in this role, we're looking for people who have:
- Minimum 2 years' experience in a customer service role within financial services, an adviser support role or similar;
- A good base level understanding of Wholesale Advice obligations;
- Exceptional customer service skills;
- Experience with XPLAN preferred.
Advertising End Date: 12/07/2023
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