Executive Manager Private Wealth Distribution ā Commonwealth Private
About the job
This job is about leading the Private Wealth Distribution function within the Commonwealth Private Wealth team. By inspiring and coaching a talented team, you will create exceptional wealth experiences for high-net-worth clients. Collaboration is key, as you will work closely with various teams to ensure a seamless and integrated service.
You'll be responsible for
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Building relationships
Building long-term, trusted relationships with high-net-worth clients and executing business development strategies for existing and new-to-bank customers.š
Promoting offerings
Promoting the Private Wealth offering within the Private Bank network and across CBA segments to identify opportunities and meet client needs effectively.š
Collaborating with divisions
Collaborating with other CBA divisions to deliver a seamless client experience and referral pathways.Key criteria
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Proven leadership experience in wealth management
Demonstrated experience leading teams in banking and financial markets.View
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RG146 accreditation
Accreditation in Securities, Bonds, and Managed Investments is essential.View
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Strong relationship management skills
Experience managing high-net-worth client portfolios effectively.View
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