
Investment Associate
2 days ago
Join to apply for the Investment Associate - Commonwealth Private role at Commonwealth Bank
Investment Associate - Commonwealth Private1 day ago Be among the first 25 applicants
Join to apply for the Investment Associate - Commonwealth Private role at Commonwealth Bank
Get AI-powered advice on this job and more exclusive features.
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.
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
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: 12/09/2025Seniority level
- Seniority levelAssociate
- Employment typeFull-time
- Job functionFinance and Sales
Referrals increase your chances of interviewing at Commonwealth Bank by 2x
Get notified about new Investment Associate jobs in Eveleigh, New South Wales, Australia.
Investment Associate - Octopus AustraliaInvestment Banking - M&A - Analyst / AssociateSydney, New South Wales, Australia 2 weeks ago
Sydney, New South Wales, Australia 2 weeks ago
Sydney, New South Wales, Australia 3 weeks ago
Sydney, New South Wales, Australia 3 weeks ago
Debt Capital Markets - Analyst, AustraliaSydney, New South Wales, Australia 2 weeks ago
Sydney, New South Wales, Australia 2 weeks ago
Equity Research Analyst- Micro / Small CapSydney, New South Wales, Australia A$140,000.00-A$150,000.00 3 days ago
Sydney, New South Wales, Australia 2 weeks ago
Sector Analyst, ANZ Equity Research (Hong Kong-based)Sydney, New South Wales, Australia 2 days ago
Investment Analyst – International EquitiesInvestment Analyst - Private Equity - Multiple OpportunitiesSydney, New South Wales, Australia 8 hours ago
Sydney, New South Wales, Australia 1 month ago
Sydney, New South Wales, Australia 2 weeks ago
Analyst, Infrastructure, Global Investment BankingSydney, New South Wales, Australia 2 weeks ago
Investment Banking Associate (Renewable Energy)Sydney, New South Wales, Australia 3 days ago
Investment Banking Analyst / Associate - Global IBSydney, New South Wales, Australia 6 days ago
Parramatta, New South Wales, Australia A$140,000.00-A$160,000.00 1 week ago
Sydney, New South Wales, Australia 2 weeks ago
Sydney, New South Wales, Australia 7 hours ago
Sydney, New South Wales, Australia A$250,000.00-A$350,000.00 2 hours ago
Sydney, New South Wales, Australia 2 weeks ago
Sydney, New South Wales, Australia 3 weeks ago
Sydney, New South Wales, Australia 2 weeks ago
Sydney, New South Wales, Australia 3 weeks ago
Sydney, New South Wales, Australia 3 weeks ago
Associate Portfolio Manager - Sustainable Investment Research Sydney or BrisbaneInvestment Banking - Consumer, Healthcare, Retail and General Industrials Coverage - AssociateSydney, New South Wales, Australia 2 weeks ago
We're unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr-
Investments Associate
2 weeks ago
Sydney, New South Wales, Australia Antler Full timeInvestments AssociateGet AI-powered advice on this job and more exclusive features.About AntlerAntler is a global venture capital firm that backs the world's most ambitious founders from the very start. Founded on the belief that innovation is the key to building a better future, we partner with people across six continents to launch and scale high-potential...
-
Investments Associate
2 weeks ago
Sydney, New South Wales, Australia Antler Full timeInvestments AssociateGet AI-powered advice on this job and more exclusive features.About AntlerAntler is a global venture capital firm that backs the world's most ambitious founders from the very start. Founded on the belief that innovation is the key to building a better future, we partner with people across six continents to launch and scale high-potential...
-
Investment Associate
3 days ago
Sydney, New South Wales, Australia Commonwealth Bank Full timeCommonwealth 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...
-
Investment Associate
4 days ago
Sydney, New South Wales, Australia Commonwealth Bank Full timeCommonwealth 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...
-
Investment Banking Associate
15 hours ago
Sydney, New South Wales, Australia Kenbury Full timeOverviewAssociate - Investment Banking (Sydney). We are working with a leading investment banking platform that is looking to add an Associate to their Sydney-based team. The firm advises across Technology, Healthcare, and General Industrials, providing exposure to high-quality transactions and clients. The team is known for its collaborative culture and...
-
Investment Banking Associate
18 hours ago
Sydney, New South Wales, Australia Kenbury Full timeOverviewAssociate - Investment Banking (Sydney). We are working with a leading investment banking platform that is looking to add an Associate to their Sydney-based team. The firm advises across Technology, Healthcare, and General Industrials, providing exposure to high-quality transactions and clients. The team is known for its collaborative culture and...
-
Investment Associate
24 hours ago
Sydney, New South Wales, Australia Commonwealth Bank Full timeCommonwealth Privatestrives 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...
-
Investment Associate – Structured Finance
2 weeks ago
Sydney, New South Wales, Australia JMES Full timeInvestment Associate – Structured Finance Investment Associate – Structured Finance Direct message the job poster from JMES (Jon Michel Executive Search) JMES is currently partnering with a Global Asset Manager with offices across Europe, North America and Australia, and a mandate to invest across high-quality investment grade assets.With a long-term...
-
Investment Associate – Structured Finance
3 days ago
Sydney, New South Wales, Australia JMES Full timeInvestment Associate – Structured Finance Investment Associate – Structured Finance Direct message the job poster from JMES (Jon Michel Executive Search) JMES is currently partnering with a Global Asset Manager with offices across Europe, North America and Australia, and a mandate to invest across high-quality investment grade assets.With a long-term...
-
Sydney, New South Wales, Australia JMES (Jon Michel Executive Search) Full timeInvestment Associate – Structured FinanceInvestment Associate – Structured FinanceDirect message the job poster from JMES (Jon Michel Executive Search)JMES is currently partnering with a Global Asset Manager with offices across Europe, North America and Australia, and a mandate to invest across high-quality investment grade assets. With a long-term...