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, providing tailored service and access to a broad range of investment opportunities.
Within this, the Platinum Desk manages relationships with a select group of our most valued clients—delivering a highly personalised, market-leading experience while driving growth across the business.
As an Associate Director, you'll take ownership of a portfolio of high-value retail and wholesale clients, acting as their trusted partner across market engagement and execution.
Operating within an execution-only framework, you'll lead informed and compliant market discussions, distribute capital markets opportunities, and identify new UHNW and sophisticated investor relationships.
You'll also play a key role within the Platinum Desk, contributing insights on client trends, product positioning and service evolution to continually enhance our premium offering.
Responsibilities
* 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
Qualifications
* 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)
* Chinese language skills required
Benefits
* Manage a high-value, influential client portfolio
* Work in a high-performing, client-centric environment
* Access to a broad product suite and ongoing career development
* Competitive salary, performance incentives in a flexible working environment and a supportive team culture
If you're a market-savvy professional who thrives on building trusted client relationships and delivering exceptional outcomes, we'd love to hear from you.
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