Investment Associate

3 days ago

Sydney, New South Wales, Australia Commonwealth Bank Full time

Commonwealth Privatestrives to provide outstanding personal service and trusted advice to high-net-worth individuals who have the intention to invest or borrow at least AU$2.5million.
Quite simply, our breadth of experience means that we can offer clients a comprehensive range of solutions as well as market leading products and innovative investment opportunities.
We are backed by superior research capabilities and the extensive resources of the Commonwealth Bank Group, placing us in a unique position to assist our clients across the country.
Our vision is to be the private bank successful Australians recommend.
About The Opportunity
Reporting to the Executive Manager – Private Wealth Distribution, theInvestment Associateis often the first point of contact with clients on a broad array of services related to account servicing and self-directed investment portfolios.
Under the direction of the Investment Specialist, this industry professional combines relationship management with marketing skills, and product knowledge to cultivate long-standing relationships with clients.
This self-starter must be able to work across a team, liaising with both internal and external stakeholders to respond quickly to client questions and concerns.
The Associate Investment Specialist is an integral member of the Private Wealth Advantage team and is responsible for delivering a consistent, positive client experience to help ensure all commitments are completed and delivered in a timely manner.
In addition to the above, you will:
Establish and cultivate trusting relationships with new and existing clients
Stay current with investment markets
Manage ongoing relationship building with multiple investment specialists and their clients
Effectively apply processes supporting the delivery of the self-directed offering, and delivery of Line 1 risk controls.
Liaise with both internal and external stakeholders in implementing the Private Wealth Advantage solutions and solving client queries
Develop presentation materials to assist investment specialists in cultivating new business opportunities
Be 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 Operations Team
Collaborate with the Investment Specialist to develop and implement an overall business plan that may include events and customised seminars
Provide administrative support revolving around coordination of meetings and data entry
Complete and maintain compliance requirements and continual education (CPD points) as required by role.
About You
To be successful you will have:
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
If you're already part of the Commonwealth Bank Group (including Bankwest, x15ventures), 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.
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Advertising End Date: 12/09/2025
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