Executive Manager Private Wealth Distribution - Commonwealth Private at Commonwealth Bank

Sydney, New South Wales, Australia -

Full Time

Start Date

Immediate

Expiry Date

23 Mar, 26

Salary

0.0

Posted On

23 Dec, 25

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Leadership, Wealth Management, Financial Markets, Relationship Management, Client Portfolios, Investment Solutions, Regulatory Frameworks, Analytical Skills, Planning, Communication, Emotional Intelligence, Business Development, Coaching, Team Inspiration, Compliance, Client Satisfaction

Industry

Financial Services

Description

Executive Manager Private Wealth Distribution – Commonwealth Private About Us Wealth and Private (W&P) encompasses Commonwealth Private (CP), Wealth Partnerships, and Guidance & Investing. Commonwealth Private focuses on exceptional client service and delivering high-quality advice to high-net-worth clients. Our ambition? To be Australia’s #1 Private Bank for High Net Worth customers. About the Team This role sits within the Commonwealth Private Wealth team, leading the Private Wealth Distribution function. You’ll work closely with the Investment Research, Advice, Platform Operations, and Private Banking teams to deliver a truly integrated wealth experience. About the Opportunity Reporting to the General Manager, Private Wealth, you will lead, coach, and inspire a team of Investment Directors and Investment Associates to deliver exceptional service and holistic solutions for CBA’s high-net-worth clients. Your focus will be on driving a seamless, whole-of-wealth proposition across all asset classes, deepening client relationships, and ensuring customer satisfaction through tailored solutions. Key responsibilities include: Building long-term, trusted relationships with high-net-worth clients and executing business development strategies for existing and new-to-bank customers. Promoting the Private Wealth offering within the Private Bank network and across CBA segments to identify opportunities and meet client needs effectively. Collaborating with other CBA divisions (e.g., Private Bank, Business Banking, CommSec, Global Markets) to deliver a seamless client experience and referral pathways. Ensuring compliance with Group standards and regulatory requirements. Driving an efficient, compliant distribution framework that underpins the Private Wealth value proposition, with clear reporting on success and effectiveness. About You To succeed in this role, you will bring: Proven leadership experience in banking, wealth management, and financial markets, ideally within the high-net-worth segment (Private Banking, Wholesale Ultra High Net Worth Asset Management, or Wealth Management). RG146 accreditation in Securities, Bonds, and Managed Investments. Strong relationship management skills with experience managing high-net-worth client portfolios. Expertise in wealth management solutions and regulatory frameworks for wholesale and sophisticated investors. Exceptional leadership, motivational, analytical, planning, and communication skills. High emotional intelligence, with the ability to set ambitious goals, inspire teams, and coach for success. A deep understanding of the regulatory environment governing investment offerings for high-net-worth clients. 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. We're aware of some accessibility issues on this site, particularly for screen reader users. We want to make finding your dream job as easy as possible, so if you require additional support please contact HR Direct on 1800 989 696. Advertising End Date: 26/01/2026 Whether you’re passionate about customer service, driven by data, or called by creativity, a career with CommBank is for you. Our people bring their diverse backgrounds and unique perspectives to build a respectful, inclusive and flexible workplace. One where we’re driven by our values, and supported to share ideas, initiatives, and energy. One where making a positive impact for customers, communities and each other is part of our every day. Here, you’ll thrive. You’ll be supported when faced with challenges, and empowered to tackle new opportunities. We really love working here, and we think you will too.

Responsibilities

The role involves leading a team to deliver exceptional service and holistic solutions for high-net-worth clients. Key responsibilities include building trusted relationships, promoting Private Wealth offerings, and ensuring compliance with regulatory standards.