Associate Director - Commsec Platinum

369

Sydney, Australia
Competitive salary; performance incentives; flexib...
Experience with sophisticated wholesale clients
Distribution of ipos and structured transactions
Compliant market discussions in general advice
The role involves managing and deepening relationships with a portfolio of sophisticated retail and wholesale clients while acting as their trusted partner

Job Summary

  • The role involves managing and deepening relationships with a portfolio of sophisticated retail and wholesale clients while acting as their trusted partner.
  • You will lead compliant market discussions and distribute exclusive capital markets opportunities such as IPOs, placements, and structured transactions.
  • The position offers the opportunity to work in a high-performing environment with access to a broad product suite and competitive performance incentives.

Matching Summary

The role involves managing and deepening relationships with a portfolio of sophisticated retail and wholesale clients while acting as their trusted partner.

Salary

Competitive salary; Performance incentives; Flexible working environment

Skills & Requirements

Must-have

  • Experience with sophisticated wholesale clients
  • Distribution of IPOs and structured transactions
  • Compliant market discussions in general advice
  • Navigating complex risk and escalation scenarios

Nice-to-have

  • Strong regulatory awareness and sound judgement
  • Ability to identify new UHNW investor relationships
  • Contributing insights on product positioning
  • Collaborative approach across business units

Key Requirements

  • RG146 accreditation (General and Securities required)
  • Relative experience in financial markets
  • Deep market knowledge with clear communication skills
  • Proven track record managing complex client relationships

Work Rights

Not specified

Tailored Resume

Cover Letter