Portfolio Investment Manager

24 hours ago


Melbourne, Victoria, Australia Commonwealth Bank Full time

At Commonwealth Bank, we are seeking an experienced Portfolio Investment Manager to join our dynamic team. As a key member of our organization, you will play a crucial role in developing and implementing investment strategies for Ultra High Net Worth (UHNW) and High Net Worth (HNW) private clients.

About the Role

The Portfolio Investment Manager will collaborate closely with the Executive Manager – Private Wealth Distribution to create customized investment solutions tailored to the needs of our discerning clients.

  • Provide expert advice on current investment trends and opportunities, including fixed income solutions, direct and managed equities, property, structured solutions and alternatives.
  • Deliver comprehensive training and coaching to Private Bankers, empowering them to excel in their roles.
  • Identify new business leads and opportunities through existing relationships and external networks.
  • Present investment updates and facilitate thought-provoking discussions with clients and prospects.
Key Responsibilities:
  • Analyze market conditions and keep clients informed about changes in the financial landscape, aligning with the Investment & Research Team's perspectives.
  • Share in-depth knowledge and expertise across various asset classes, including FX, equities, fixed income, international and domestic solutions, real estate, credit, private equity/alternatives.
  • Effectively convey the value proposition of Commonwealth Bank to support client engagements and drive favorable investment outcomes.
Requirements:
  • Demonstrated expertise in investment markets and ability to convey complex ideas to clients.
  • Superior communication, interpersonal and leadership skills.
  • Capacity to collaborate with diverse teams and establish robust relationships with clients and stakeholders.

$150,000 - $200,000 per annum, based on experience



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