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Associate Director – CommSec Platinum
Commonwealth BankAssociate Director managing a portfolio of high-value clients at CommSec. Leading market engagement and contributing to business growth through client insights.
About the role
Key responsibilities & impact- Manage and deepen relationships with a portfolio of sophisticated clients
- Lead compliant market discussions within the general advice framework
- Support distribution of capital markets opportunities (IPOs, placements, structured transactions)
- Identify and develop new UHNW and sophisticated investor opportunities
- Navigate complex client scenarios, including risk and escalation conversations
- Contribute to business growth through client insights and opportunity identification
- Collaborate across CommSec and the Group to deliver a seamless client experience
Requirements
What you’ll need- Relative experience in financial markets
- Strong experience working with sophisticated, wholesale or UHNW clients
- Deep market knowledge with the ability to communicate clearly and compliantly
- Proven track record managing complex client relationships and delivering commercial outcomes
- Strong regulatory awareness and sound judgement in client interactions
- Experience distributing investment opportunities within a general advice framework
- RG146 accreditation (General and Securities required)
Benefits
Comp & perks- Competitive salary, performance incentives in a flexible working environment and a supportive team culture
- Access to a broad product suite and ongoing career development
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial marketscapital marketsinvestment opportunitiesgeneral advice frameworkrisk managementclient relationship managementcommercial outcomesregulatory awarenessjudgement
Soft Skills
relationship managementcommunicationcollaborationinsight identificationproblem-solving
Certifications
RG146 accreditation