CommSec Platinum Relationship Manager

Join CommSec One and help shape the future of premium client service at Australia's leading online broker. You'll be responsible for building and deepening relationships with high-value self-directed investors. Promoting our exclusive offering, distributing capital market opportunities and providing proactive support across our full product suite.

The Platinum Desk delivers CommSec One's enhanced service model, designed to drive satisfaction, loyalty, and Net Promoter Score (NPS) among our most valued clients. This is a unique opportunity to join a high-performing team that's passionate about delivering exceptional experiences, unlocking client value and growing share of wallet. With the autonomy to make a real impact, supported by a collaborative culture and with ongoing development opportunities.

What we offer:

· The chance to manage a select portfolio of CommSec's most important clients

· A highly client centric and supportive team culture that put client experience first

· Opportunities to grow your career in financial markets across a broad product range

· A supportive, flexible, and high-performing environment

· Competitive salary, annual performance incentives + employee shares program and ongoing learning opportunities

What you'll do:

· Build and manage strong relationships with high net worth and sophisticated investors

· Deliver tailored service and proactive engagement across Australian and international equities, margin lending, options, and capital market deals (IPOs, placements and more)

· Identify and act on opportunities to grow client value at CommSec and CommBank

· Collaborate with colleagues across CommSec and Group to deliver seamless client experiences

· Maintain the highest standards of compliance, service and client management excellence

See yourself in our team:

CommSec is Australia's premier online retail stockbroker, trusted by self-directed investors for over 30 years. CommSec One is our exclusive program for active and affluent clients, offering premium service and access to a broad range of investment opportunities. Our Platinum Desk sits at the heart of this program, managing relationships with a select group of our most valued investors and wholesale clients, and driving engagement and growth across group.

Do work that has significant impact to the business

As a key member of CommSec One's relationship management team, you will play a pivotal role in pro-actively engaging and building strong relationships with CommSec clients.

Quality of interaction is paramount, equally important is the ability uncover opportunities to deliver value to the client through your interactions and identify business growth opportunities that mutually benefit the client and CommSec. All whilst adhere to the highest standards of quality and compliance acting as a non-advisory, execution only broker.

To be considered for this rewarding role where you'll enhance CommSec's reputation as the market leader you will have:

· years' experience working in financial markets

· Strong financial markets knowledge and a passion for investments

· Experience distributing investment opportunities and market research compliantly

· Proven relationship management of high net worth clients

· Experience contributing to the planning and execution of person events

· Experience and confidence booking and completing one on one client meetings

· Proven experience providing feedback and contributing to business strategy

· Proven consistent performance achieving and exceeding targets in a service and growth role

· RG146 Accreditation desired: General, Securities, Foreign Exchange, Margin Lending, ADA

Whether you're passionate about customer service, driven by data, or called by creativity, a career here is for you.

Our people bring their diverse backgrounds and unique perspectives to build a respectful, inclusive and flexible workplace. We are working hard to build a team of people who represent the rich diversity of our customers and communities. If you're excited about this opportunity but you don't meet every single requirement, or your experience doesn't align perfectly, we still want to encourage you to apply. You may just be the perfect candidate for this opportunity or another within CommBank.

At CommBank we will inspire you with work that makes a difference, surround you with talented people that respect and value each other, and empower you to grow professionally and personally. Most of all, making a positive impact for customers, communities and each other is part of our every day.

We're determined to make a real difference for Australia's first peoples. We encourage all interested applicants to apply. If you're already part of the Commonwealth Bank Group (including Bankwest), you'll need to apply through Sidekick to submit a valid application. We're keen to support you with the next step in your career.