Investment Director - Private Wealth

At Commonwealth Private, we’re committed to improving the financial wellbeing of our clients and communities across generations. Our Private Wealth Advantage (PWA) offering is a self‑directed investment platform tailored for high‑net‑worth (HNW) and ultra‑high‑net‑worth (UHNW) clients who seek autonomy, insight, and access to best‑in‑class investment opportunities.

Reporting to the Executive Manager – Private Wealth Distribution, this role works closely with the broader Commonwealth Private business areas.

Key objectives of the role

• Present and position the Commonwealth Private investment proposition to HNW and UHNW clients.
• Discuss investment opportunities across multiple asset classes, including fixed‑income solutions, direct and managed equities, property, structured solutions and alternatives.
• Educate, train and coach Private Bankers regarding investment opportunities and investment markets.
• Develop new business leads and opportunities from existing Commonwealth Bank clients and from external networks.
• Present investment updates and conduct roundtable discussions with existing and potential investors.
• Lead and facilitate deep conversations with clients for wealth engagement.
• Engage stakeholders across CBA to gain a deeper understanding of the business proposition to enhance engagement with both bankers and clients.
• Support Private Bankers in their engagement with clients around investment insights, thematics and broad investment opportunities with CP.
• Measure business growth and client satisfaction for both team and management reporting.

Role requirements

About you

To be successful in this role, you will have :

If this sounds like you apply now!

If you're already part of the Commonwealth Bank Group (including Bankwest, x15ventures), you'll need to apply through Sidekick to submit a valid application. We’re keen to support you with the next step in your career.

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Advertising End Date : 03 / 11 / 2025

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