Commonwealth Bank of Australia

Investment Director - Private Wealth, Perth

Commonwealth Bank of Australia(1 month ago)

HybridFull TimeSenior$109,486 - $147,252 (estimated)Private Wealth
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About this role

Senior client-facing investment specialist within Commonwealth Private’s Private Wealth Advantage offering, focused on supporting high-net-worth and ultra-high-net-worth clients. The role reports to the Executive Manager – Private Wealth Distribution and partners with broader Commonwealth Private teams to deliver the firm’s investment proposition and grow client relationships.

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Required Skills

  • Investment Markets
  • Fixed Income
  • Equities
  • Alternatives
  • Real Estate
  • Presentation Skills
  • Business Development
  • Client Engagement
  • Coaching
  • Compliance

+2 more

Qualifications

  • Bachelor Degree (Commerce/Economics/Finance/Business or related)

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