Financial Relationship Manager

2 weeks ago

Sydney, New South Wales, Australia beBeeRelationship Full time $200,000 - $250,000
Investment Associate Role

The Investment Associate plays a pivotal part in the Private Wealth Advantage team, delivering exceptional client experiences and fostering long-term relationships.

Main Responsibilities
  • BUILD STRONG RELATIONSHIPS WITH CLIENTS
  • Stay informed about investment markets
  • Cultivate ongoing relationships with multiple investment specialists and their clients
  • Apply processes to deliver self-directed offerings and line 1 risk controls effectively
  • Liaise with internal and external stakeholders to implement Private Wealth Advantage solutions and address client queries
  • Develop presentation materials to support investment specialists in cultivating new business opportunities
  • Manage the onboarding process for new self-directed clients and implement new investments with the Operations Team
  • Collaborate with the Investment Specialist to develop and implement a comprehensive business plan, including events and customized seminars
  • Provide administrative support for meeting coordination and data entry
Key Requirements
  • 5+ years of relevant work experience supporting high-net-worth clients
  • Tertiary qualifications in finance or a related discipline
  • In-depth knowledge of financial markets and the financial services industry
  • Detailed-oriented with strong organizational skills
  • Ability to thrive in a fast-paced environment
About You

If you're already part of the Commonwealth Bank Group, please apply through Sidekick to submit your application. We're committed to supporting your career development.

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