Investment Director

1 week ago


Melbourne, Victoria, Australia Commonwealth Bank Full time
Overview Investment Director - Private Wealth, Melbourne
At Commonwealth Private, we're committed to improving the financial wellbeing of our clients and communities across generations. Our Private Wealth Advantage (PWA) offering is a self-directed investment platform tailored for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients who seek autonomy, insight, and access to best-in-class investment opportunities.
Reporting to the Executive Manager – Private Wealth Distribution, this role works closely with the broader Commonwealth Private business areas.
Key objectives of the role
Present and position the Commonwealth Private investment proposition to HNW and UHNW clients.
Discuss investment opportunities across multiple asset classes, including fixed income solutions, direct and managed equities, property, structured solutions and alternatives.
Educate, train and coach Private Bankers regarding investment opportunities and investment markets.
Develop new business leads and opportunities from existing Commonwealth
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