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Private Wealth Associate Adviser

2 months ago

Melbourne, Australia Commonwealth Bank Full time

_Join Commonwealth Private during an exciting period of growth _
- _Support the delivery of personal advice to high net worth clients _
- _Develop your career in a growing business with authentic leaders and a vibrant team culture**About Commonwealth Private
**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 Australia’s finest Private Bank, renowned for proactive advice and client advocacy.

**About your role
**As an **Associate Adviser **, reporting to the Private Wealth Director, you will be responsible for supporting the development and management of relationships with Ultra High Net Worth clients. The role is truly customer focused, with the Group inspired to ensure that the highest levels of service and proactivity are delivered to this discerning and important client base.

**Your responsibilities
- Partner with our Private Wealth Managers to Nurture, maintain and grow an effective advisory relationship with existing Ultra-High Net Worth clients across the retail & wholesale advice universe
- Evaluate and monitor clients’ portfolios on an ongoing basis to ensure adherence to client directed investment mandates
- Regularly review strategic recommendations to ensure ongoing appropriateness and suggest adjustments when necessary
- Articulate recommendations and the rationale to clients both in writing and verbally
- Assist in acquiring new wholesale clients by identifying client needs
- Undertake financial modelling of wealth creation and investment strategies
- Prepare presentation documents to assist in the client review & acquisition process and in communicating strategies to existing clients
- Prepare advice documents and adhere to all legislative and internal requirements for both wholesale and retail clients

**Your skills, experience and qualifications
- Min 3 years Prior experience in an advisory, advisory support or similar relationship management role
- Demonstrated knowledge of financial planning, investment markets including but not limited to, managed funds, direct equities and Australian & International listed securities, fixed income and Alternative investments
- Effective client engagement skills including experience with and understanding of Ultra-High Net Worth clients
- Tertiary qualifications in a business related discipline
- You will have completed your professional year, be a registered financial Adviser on the Financial Adviser Register
- Have completed all required study in accordance with current legislation
- AdFP, DFP, MFP and CFA / CFP® designation or similar with membership of an appropriate professional association (highly desirable)

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Advertising End Date: 27/06/2023

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