CommBank

Associate Director - CommSec Platinum

Sydney CBD Area Full time
  • Manage and grow a portfolio of high-value, sophisticated clients

  • Play a key role in distributing exclusive capital markets opportunities

  • Work from Sydney, Melbourne or Perth

See yourself in our team

CommSec is Australia’s leading online broker, trusted by self-directed investors for over 30 years. CommSec One is our premium offering for active and affluent clients, providing tailored service and access to a broad range of investment opportunities.

Within this, the Platinum Desk manages relationships with a select group of our most valued clients—delivering a highly personalised, market-leading experience while driving growth across the business.

Do work that matters

As an Associate Director, you’ll take ownership of a portfolio of high-value retail and wholesale clients, acting as their trusted partner across market engagement and execution.

Operating within an execution-only framework, you’ll lead informed and compliant market discussions, distribute capital markets opportunities, and identify new UHNW and sophisticated investor relationships.

You’ll also play a key role within the Platinum Desk, contributing insights on client trends, product positioning and service evolution to continually enhance our premium offering.

Your key responsibilities include:

  • Manage and deepen relationships with a portfolio of sophisticated clients

  • Lead compliant market discussions within the general advice framework

  • Support distribution of capital markets opportunities (IPOs, placements, structured transactions)

  • Identify and develop new UHNW and sophisticated investor opportunities

  • Navigate complex client scenarios, including risk and escalation conversations

  • Contribute to business growth through client insights and opportunity identification

  • Collaborate across CommSec and the Group to deliver a seamless client experience

We’re interested in hearing from you if you have:

  • Relative experience in financial markets

  • Strong experience working with sophisticated, wholesale or UHNW clients

  • Deep market knowledge with the ability to communicate clearly and compliantly

  • Proven track record managing complex client relationships and delivering commercial outcomes

  • Strong regulatory awareness and sound judgement in client interactions

  • Experience distributing investment opportunities within a general advice framework

  • RG146 accreditation (General and Securities required)

What’s in it for you?

  • Manage a high-value, influential client portfolio

  • Work in a high-performing, client-centric environment

  • Access to a broad product suite and ongoing career development

  • Competitive salary, performance incentives in a flexible working environment and a supportive team culture

If you’re a market-savvy professional who thrives on building trusted client relationships and delivering exceptional outcomes, we’d love to hear from you.

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: 13/05/2026