Associate Director - Commsec Platinum

COMMONWEALTH BANK OF AUSTRALIA

Sydney, Australia
Competitive salary; performance incentives; flexib...
Experience with sophisticated wholesale clients
Deep knowledge of financial markets
Ability to communicate compliantly
The role involves taking ownership of a portfolio of high-value retail and wholesale clients as their trusted partner

Job Summary

  • The role involves taking ownership of a portfolio of high-value retail and wholesale clients as their trusted partner.
  • Candidates will support the distribution of capital markets opportunities such as IPOs, placements, and structured transactions.
  • The position offers access to a broad product suite, competitive salary, performance incentives, and ongoing career development.

Matching Summary

The role involves taking ownership of a portfolio of high-value retail and wholesale clients as their trusted partner.

Salary

Competitive salary; Performance incentives; Flexible working environment

Skills & Requirements

Must-have

  • Experience with sophisticated wholesale clients
  • Deep knowledge of financial markets
  • Ability to communicate compliantly
  • Track record managing complex client relationships
  • Strong regulatory awareness

Nice-to-have

  • Insights on client trends and product positioning
  • Collaboration across CommSec and Group teams
  • Thrive in building trusted client relationships

Key Requirements

  • RG146 accreditation (General and Securities required)
  • Relative experience in financial markets
  • Experience distributing investment opportunities within a general advice framework

Work Rights

Not specified

Tailored Resume

Cover Letter