
Visionary Investment Leader
2 days ago
We are seeking a seasoned investment professional to join our team as an Investment Director.
As an Investment Director, you will be responsible for presenting and positioning our investment proposition to high-net-worth and ultra-high-net-worth clients. You will work closely with our broader business areas to achieve this goal.
- Present and position the investment proposition to HNW and UHNW clients
- Discuss investment opportunities across multiple asset classes
- Educate, train and coach Private Bankers regarding investment opportunities and markets
- Develop new business leads and opportunities from existing 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 to enhance engagement with both bankers and clients
- Support Private Bankers in their engagement with clients around investment insights, thematics and broad investment opportunities
- Discuss current investment market environment updating clients on changes in financial markets consistent to 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 value proposition to support client meetings to drive positive investment outcomes
- Coach, mentor, seek feedback and support team capabilities to deliver strategy into various segments of Commonwealth Private stakeholders
- Collaborative approach to client management working effectively with a broad subset of 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 clients on their holdings and investment markets
- Deliver business growth goals and milestones
- Bachelor of Commerce, Economics, Finance, Business or related discipline
- 10+ years 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 organisational change
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