Private Wealth Manager

3 days ago


Sydney, New South Wales, Australia Commonwealth Bank Full time

Cultivate strong relationships with high net worth clients and manage their investments at Commonwealth Bank. The ideal candidate will have a deep understanding of financial markets and regulations, and be able to provide exceptional customer service.

About the Job
  • Develop and implement customized investment strategies for clients
  • Monitor and stay updated on market trends and regulatory changes
  • Liaise with internal teams to ensure seamless delivery of services
  • Meet and exceed client expectations through proactive communication and issue resolution

The successful candidate will have 5+ years of experience in a similar role, preferably in private wealth management, and hold a degree in a business-related field.

Responsibilities
  • Prepare and present investment reports and recommendations to clients
  • Maintain accurate records and documentation of client interactions and transactions
  • Collaborate with colleagues to develop marketing materials and sales initiatives

Compensation: $110,000 per annum, based on performance and experience.



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