Investment Director

6 hours ago

Sydney, New South Wales, Australia CommBank Full time
About the Role

We are seeking an experienced Investment Director to join our team at CommBank. As an Investment Director, you will play a key role in informing and presenting to clients on current investment landscapes and themes, as well as investment opportunities catering to our UHNW and HNW private clients.

Key Responsibilities
  • Develop and present investment propositions to private client investors, providing insights and due diligence processes.
  • Discuss investment opportunities across multiple asset classes, including fixed income solutions, direct and managed equities, property, structured solutions, and alternatives.
  • Educate and train Private Bankers on investment opportunities and markets.
  • Develop new business leads and opportunities from existing Commonwealth Bank clients and external networks.
  • Present investment updates and conduct roundtable discussions with existing and potential investors.
  • Lead and facilitate deep conversations with clients for wealth engagement.
  • Engage stakeholders across CBA to gain a deeper understanding of the business proposition and enhance engagement with bankers and clients.
  • Support Private Bankers in their engagement with clients around investment insights, thematics, and broad investment opportunities with CP.
  • Measure business growth and client satisfaction for team and management reporting.
Requirements
  • Discuss current investment market environments, updating clients on changes in financial markets consistent with Investment & Research Team house views.
  • Share insights and expertise across all asset classes, including FX, equities, fixed income, international and domestic solutions, real estate, credit, private equity/alternatives.
  • Communicate the CP value proposition to support client meetings and drive positive investment outcomes.
  • Coach, mentor, seek feedback, and support team capabilities to deliver CP strategy into various segments of Commonwealth Private stakeholders.
  • Take a collaborative approach to client management, working effectively with Private Bankers and their private clients.
  • Build trust and confidence by engaging and working with Private Bankers, business partners, and external providers.
  • Conduct regular meetings with clients to update them on their holdings and investment markets.
  • Deliver business growth goals and milestones.
  • Understand and adhere to complex legal, regulatory, risk, and policy frameworks.
  • Operate within all compliance, audit, and risk requirements.
  • Complete and maintain compliance requirements and continual education (CPD points) as required by the role.
  • Build constructive and authentic relationships within CP to ensure engagement is optimized with Bankers and CP clients.
  • Build business and account plans to meet revenue targets that align with the broader CP objectives.
About You

To be successful in this role, you will have:

  • Bachelor of Commerce, Economics, Finance, Business, or related discipline.
  • 10+ years of frontline experience in financial markets/investment management/investment market sales.
  • Experience across broad asset class spectrum, including Equities, Fixed Income, Real Estate, and Alternatives (Private Equity/Hedge Funds/Credit).
  • Strong presentation skills.
  • Experience in UHNW/HNW client segment.
  • Experience in driving business development and organizational change.

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