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 Bank clients and from 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 with CP.
• Measure business growth and client satisfaction for both team and management reporting.

ROLE REQUIREMENTS

• 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 CP value proposition to support client meetings to drive positive investment outcomes.
• Coach, mentor, seek feedback and support team capabilities to deliver CP strategy into various segments of Commonwealth Private stakeholders.
• Take a 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 externals providers.
• Conduct regular meetings with clients to update clients on their holdings and investment markets.
• Deliver business growth goals and milestones.
• Understand and adhere to complex legal, regulatory, risk and policy frameworks
• Operate within all compliance, audit and risk requirements
• Complete and maintain compliance requirements and continual education (CPD points) as required by role
• Build constructive and authentic relationships within CP to ensure engagement is optimised with Bankers and the CP clients.
• Build business and account plans to meet revenue targets that align with the broader CP objectives.

To be successful in this role, you will have:

• 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