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Investment Director

2 months ago

Melbourne, Victoria, Australia Commonwealth Bank Full time
About the Role

We are seeking an experienced Investment Director to join our team at Commonwealth Private, a leading provider of financial services to high net worth individuals and families.

The successful candidate will be responsible for informing and presenting to clients on current investment landscapes and themes, as well as investment opportunities tailored to our clients' needs.

Key Responsibilities

  • Develop and maintain relationships with high net worth clients, providing them with expert investment advice and guidance.
  • Conduct research and analysis on investment markets and opportunities, identifying trends and potential risks.
  • Present investment updates and recommendations to clients, either individually or in group settings.
  • Collaborate with other teams within Commonwealth Private to develop and implement investment strategies that meet client needs.
  • Stay up-to-date with industry developments and regulatory changes, ensuring compliance with all relevant laws and regulations.
  • Contribute to the development of business growth strategies and plans, working closely with other teams to achieve revenue targets.

Requirements

  • 10+ years of experience in financial markets, investment management, or a related field.
  • Strong understanding of investment markets, including equities, fixed income, real estate, and alternatives.
  • Excellent communication and presentation skills, with the ability to articulate complex investment concepts to clients.
  • Proven ability to build and maintain strong relationships with clients and colleagues.
  • Strong analytical and problem-solving skills, with the ability to think critically and make informed investment decisions.
  • Ability to work in a fast-paced environment, prioritizing multiple tasks and deadlines.

About You

To be successful in this role, you will have a Bachelor's degree in a relevant field, such as finance, economics, or business. You will also have a strong track record of achievement in a similar role, with a proven ability to drive business growth and deliver exceptional client outcomes.