Overview
CommSec is Australia's leading online broker, trusted by self‐directed investors for over 30 years. CommSec One is our premium offering for active and affluent clients, delivering tailored service and access to a broad range of investment opportunities. Our Platinum Desk sits at the centre of this offering—managing relationships with a select group of high‐value clients and driving engagement, loyalty and growth.
Location
Work from Sydney, Melbourne or Perth.
Key Responsibilities
* Build and manage relationships with HNW and sophisticated investors
* Deliver tailored, proactive service across equities, margin lending, options, and capital markets deals
* Identify opportunities to grow client value and share of wallet
* Support distribution of investment opportunities (IPOs, placements and more)
* Partner across CommSec and CommBank to deliver a seamless client experience
* Maintain high standards of compliance, service, and client care
What We're Looking For
* Relevant experience in financial markets
* Strong knowledge of investments and market dynamics
* Experience managing high net worth client relationships
* Exposure to distributing investment opportunities and research
* A track record of achieving targets in a client‐focused, growth role, confidence engaging clients in one‐on‐one settings
* RG146 accreditation (or working towards)
What's in it for you?
* Manage a high‐value, engaged client portfolio
* Be part of a high‐performing, client‐first team
* Grow your career across a broad range of financial products
* Competitive salary, incentives and a flexible, supportive working environment
If you're passionate about markets and thrive on building strong client relationships, we'd love to hear from you.
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