Senior Financial Relationship Manager

3 weeks ago

Sydney, New South Wales, Australia Commonwealth Bank Full time

Commonwealth Bank is a leading financial institution in Australia, offering a wide range of services to its clients. As an Investment Associate at Commonwealth Bank, you will have the opportunity to work with high net worth individuals and provide them with expert advice and support.

About the Opportunity

The Investment Associate is responsible for delivering exceptional client experiences, managing relationships with clients, and providing administrative support to the Private Wealth Markets execution team. You will work closely with Investment Directors to develop business plans, cultivate new business opportunities, and implement solutions to client queries.

In this role, you will be responsible for:

  • Establishing and cultivating trusting relationships with new and existing clients
  • Staying current with investment markets
  • Managing ongoing relationship building with multiple Investment Directors and their clients
  • Effectively applying processes supporting the delivery of the self-directed offering, and delivery of Line 1 risk controls
  • Liaising with both internal and external stakeholders in implementing solutions and solving client queries
  • Developing presentation materials to assist Investment Directors in cultivating new business opportunities
  • Providing occasional coverage for the Private Wealth Markets execution team
  • Being responsible for the administration relating to the on boarding of new self-directed clients as well as the implementation of new investments in conjunction with Commonwealth Privates execution desk
  • Collaborating with the Investment Director to develop and implement an overall business plan that may include events and customised seminars
  • Providing administrative support revolving around coordination of meetings and data entry
  • Completing and maintaining compliance requirements and continual education (CPD points) as required by role

About You

To be successful in this role, you will need:

  • 5+ years of work experience in a relevant role preferably supporting HNW clients
  • Tertiary qualifications in a business-related discipline such as Finance, Commerce, Economics
  • Strong knowledge of financial markets and the financial services industry
  • Detail-orientated with strong organisational skills
  • Ability and interest in working in a fast-paced, evolving environment

Salary Estimate

The estimated salary for this role is AU$80,000 - AU$120,000 per annum, depending on experience.

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