Investment Director - Brisbane (Private Wealth)

Investment Director - Brisbane Commonwealth Private (CP) seeks to improve the financial wellbeing of our customers and communities across generations. Reporting to the Executive Manager – Private Wealth Distribution, this role works closely with the broader Commonwealth Private business areas. The Investment Director informs and presents to clients on the current investment landscape and themes, together with investment opportunities catering towards CP’s UHNW and HNW private clients. Key objectives of the role

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