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Associate Director CommSec Platinum - Asia Desk

Mid levelSeniorFull-timeHybridSydney NSW, Australia435 Bourke St, Melbourne VIC 3000, AustraliaFinanceProfessional servicesPosted 1 week agoVerified 2 weeks ago
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About the job

This job is about taking ownership of a portfolio of high-value retail and wholesale clients at CommSec, Australia's leading online broker. As an Associate Director, you will play a crucial role in managing relationships, distributing capital markets opportunities, and contributing to business growth. The team thrives on collaboration and delivering a seamless client experience.

You'll be responsible for

👥

Managing client relationships

Manage and deepen relationships with a portfolio of sophisticated clients, ensuring their needs are met and exceeded.
🗣️

Leading market discussions

Lead compliant market discussions within the general advice framework, providing valuable insights to clients.
🔍

Identifying new opportunities

Identify and develop new UHNW and sophisticated investor opportunities, driving growth for the business.

Key criteria

📈

Experience with sophisticated clients

Proven experience managing relationships with high-value clients.

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💼

Financial markets knowledge

Deep understanding of financial markets and investment opportunities.

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🔍

RG146 accreditation

Accreditation in General and Securities is required.

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Meet the team

About the company

View your fit

5 criteria for this job
Experience with sophisticated clients
Proven experience managing relationships with high-value clients.

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Financial markets knowledge
Deep understanding of financial markets and investment opportunities.

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RG146 accreditation
Accreditation in General and Securities is required.

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Clear communication skills
Demonstrated ability to communicate compliantly and effectively.

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Regulatory awareness
Strong understanding of regulations affecting client interactions.

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