Associate Director - CommSec Platinum
About the job
As an Associate Director at CommSec, you will manage and grow a portfolio of high-value, sophisticated clients while playing a key role in distributing exclusive capital markets opportunities. This position is crucial for delivering a highly personalized experience and driving growth within the business. The team thrives on collaboration and innovation, ensuring a seamless client experience across all interactions.
You'll be responsible for
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Managing client relationships
Manage and deepen relationships with a portfolio of sophisticated clients, acting as their trusted partner.🗣️
Leading market discussions
Lead compliant market discussions within the general advice framework, ensuring informed and ethical communication.📊
Supporting capital markets distribution
Support distribution of capital markets opportunities (IPOs, placements, structured transactions), enhancing client offerings.Key criteria
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Experience with high-value clients
Proven experience managing sophisticated retail and wholesale client portfolios.View
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Financial markets knowledge
Deep understanding of financial markets and investment opportunities.View
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Strong communication skills
Ability to lead compliant market discussions clearly and effectively.View
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