Senior Investment Strategist

4 days ago


Melbourne, Victoria, Australia Commonwealth Bank of Australia Full time
Role Overview

This is a senior role within Commonwealth Bank of Australia, focused on providing expert investment advice to high net worth clients. As an Investment Director, you will be responsible for informing and presenting clients on current investment landscapes and themes.

Key Responsibilities:
  • Presenting the bank's investment proposition to private client investors, including themes, insights, and due diligence processes.
  • Discussing investment opportunities across multiple asset classes, such as fixed income solutions, direct and managed equities, property, structured solutions, and alternatives.
  • Educating and training private bankers on investment opportunities and markets.
  • Developing new business leads and opportunities from existing Commonwealth Bank clients and external networks.
  • Presenting investment updates and conducting roundtable discussions with existing and potential investors.
Requirements:
  • Strong presentation skills and ability to communicate complex financial concepts effectively.
  • Experience in UHNW/HNW client segment and driving business development and organizational change.
  • Bachelor's degree in a relevant field, such as Commerce, Economics, Finance, or Business.
  • 10+ years of frontline experience in financial markets, investment management, or sales.
Estimated Salary:

AU$180,000 - AU$250,000 per annum, depending on experience and qualifications.



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