Investment Associate

3 weeks ago

Sydney, New South Wales, Australia Commonwealth Bank Full time
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, placing us in a unique position to assist our clients across the country.

Our vision is to be the private bank successful Australians recommend.

About The Opportunity

Reporting to the Executive Manager – Private Wealth Distribution, the Investment Associate is often the first point of contact with clients on a broad array of services related to account servicing and self-directed investment portfolios. Under the direction of the Investment Specialist, this industry professional combines relationship management with marketing skills, and product knowledge to cultivate long-standing relationships with clients. This self-starter must be able to work across a team, liaising with both internal and external stakeholders to respond quickly to client questions and concerns.

The Associate Investment Specialist is an integral member of the Private Wealth Advantage team and is responsible for delivering a consistent, positive client experience to help ensure all commitments are completed and delivered in a timely manner.

In addition to the above, you will:
  • Establish and cultivate trusting relationships with new and existing clients
  • Stay current with investment markets
  • Manage ongoing relationship building with multiple investment specialists and their clients
  • Effectively apply processes supporting the delivery of the self-directed offering, and delivery of Line 1 risk controls.
  • Liaise with both internal and external stakeholders in implementing the Private Wealth Advantage solutions and solving client queries
  • Develop presentation materials to assist investment specialists in cultivating new business opportunities
  • Be responsible for the administration relating to the on boarding of new self-directed clients as well as the implementation of new investments in conjunction with Operations Team
  • Collaborate with the Investment Specialist to develop and implement an overall business plan that may include events and customised seminars
  • Provide administrative support revolving around coordination of meetings and data entry
  • Complete and maintain compliance requirements and continual education (CPD points) as required by role.

About You

To be successful you will have:
  • 5 + years of work experience in a relevant role preferably supporting HNW clients
  • Tertiary qualifications in a business related discipline such as Finance, Commerce, Economics
  • Strong knowledge of financial markets and the financial services industry
  • Detail-orientated with strong organisational skills
  • Ability and interest in working in a fast-paced, evolving environment

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.

We're aware of some accessibility issues on this site, particularly for screen reader users. We want to make finding your dream job as easy as possible, so if you require additional support please contact HR Direct on 1800 989 696.

Advertising End Date: 12/09/2025
#J-18808-Ljbffr

  • Investment Associate

    3 weeks ago

    Sydney, New South Wales, Australia Commonwealth Bank Full time

    Investment Associate - Commonwealth PrivateJoin to apply for the Investment Associate - Commonwealth Private role at Commonwealth BankInvestment Associate - Commonwealth Private1 day ago Be among the first 25 applicantsJoin to apply for the Investment Associate - Commonwealth Private role at Commonwealth BankGet AI-powered advice on this job and more...

  • Investment Associate

    2 weeks ago

    Sydney, New South Wales, Australia Commonwealth Bank Full time

    Investment Associate - Commonwealth PrivateJoin to apply for the Investment Associate - Commonwealth Private role at Commonwealth BankInvestment Associate - Commonwealth Private1 day ago Be among the first 25 applicantsJoin to apply for the Investment Associate - Commonwealth Private role at Commonwealth BankGet AI-powered advice on this job and more...

  • Investment Associate

    1 week ago

    Sydney, New South Wales, Australia beBeeinvestment Full time $120,000 - $170,000

    Investment AssociateWe are seeking a skilled Investment Associate to join our team. As an Investment Associate, you will be responsible for performing due diligence, developing financial models, conducting asset research and preparation of presentation materials.The ideal candidate will have excellent analytical and problem-solving skills, with the ability...

  • Investment Associate

    7 days ago

    Sydney, New South Wales, Australia Platinum Pacific Partners Full time

    Alternative Asset ManagerAssociate - SydneyEquity and Debt focusOverviewOur client is a leading Australian alternative asset manager with over $2 billion in AUM. Known for its ability to buy, build and partner for the long term, the firm invests across the capital stack in both structured corporate credit and private equity opportunities. With an emphasis on...

  • Investment Associate

    7 days ago

    Sydney, New South Wales, Australia Platinum Pacific Partners Full time

    Alternative Asset ManagerAssociate - SydneyEquity and Debt focusOverviewOur client is a leading Australian alternative asset manager with over $2 billion in AUM. Known for its ability to buy, build and partner for the long term, the firm invests across the capital stack in both structured corporate credit and private equity opportunities. With an emphasis on...

  • Investment Associate

    7 days ago

    Sydney, New South Wales, Australia Pacific Green Full time

    Base pay rangeA$120,000.00/yr - A$180,000.00/yrDirect message the job poster from Pacific GreenPacific Green is a global leader in renewable energy solutions, specialising in battery energy storage, solar, wind, and hydrogen technologies. With projects spanning Australia and internationally, we combine engineering expertise and project development to deliver...

  • Investment Associate

    7 days ago

    Sydney, New South Wales, Australia Pacific Green Full time

    Base pay rangeA$120,000.00/yr - A$180,000.00/yrDirect message the job poster from Pacific GreenPacific Green is a global leader in renewable energy solutions, specialising in battery energy storage, solar, wind, and hydrogen technologies. With projects spanning Australia and internationally, we combine engineering expertise and project development to deliver...

  • Investment Associate

    2 weeks ago

    Sydney, New South Wales, Australia Marsh Mclennan Full time

    **Join Mercer's Private Equity Fund Investments Team****Investment Associate - Private Equity Fund Investments**Mercer's global Alternatives team is excited to announce an opportunity for an Investment Associate to join our dynamic Private Equity Fund Investments team in Sydney. This role offers the chance to work with a world-class team and support our...

  • Investment Associate

    1 week ago

    Sydney, New South Wales, Australia Mercer Full time

    **Join Mercer's Private Equity Investments Team****Investment Associate**Mercer's global Alternatives team is excited to announce an opportunity for an Investment Associate to join our dynamic Private Equity Investments team in Sydney. This role offers the chance to work with a world-class team and support our large discretionary and advisory institutional...

  • Investment Associate

    2 weeks ago

    Sydney, New South Wales, Australia AMPYR Energy Full time

    AMPYR Energy (AMPYR) is AGP's renewable energy platform. In Australia, AMPYR is focused on delivering a 6 GWh portfolio of Battery Energy Storage Systems (BESS) by 2030, creating a scalable and repeatable platform that supports the energy transition.AMPYR Australia is currently constructing its first major project, the Wellington 1 BESS (W1) in New South...