Part Time - 2 days / week or equivalent
12 Month Secondment
Commonwealth Private Office (CPO)
Do work that matters:
Commonwealth Private strives to provide extraordinary personal service and trusted advice to high net worth individuals who have the intention to invest or borrow at least AU$2.5million. Quite simply, our breadth of experience means that we can offer clients a comprehensive range of solutions as well as market leading products and innovative investment opportunities.
You will be supported by superior research capabilities and the extensive resources of the Commonwealth Bank Group, to help our clients achieve the best possible outcome. We have Private Bankers and Private Wealth Managers specialising in banking, lending, strategic advice, investments and insurance located across Australia.
Commonwealth Private has been recognised seven times at the Australian Business Banking Awards voted as the most “Outstanding Institution” in the $1M - $10M Award category. Our vision is to excel at securing and enhancing the financial wellbeing of people, businesses and communities across generations.
See yourself in our team:
The CPO team consists of a range of specialists across the wealth management field that collaborate to deliver an institutional type service to UHNW clients. There are currently 16 team members within CPO located in Sydney, Brisbane and Melbourne.
This is a part time Portfolio Administrator role, where 2 days a week (or equivalent) you will provide support to CPO Operations to ensure all client data, reports and systems that fall under the responsibility of the Operations team are accurate and up-to date. You will report to the Operations Manager however you will also work closely with the Client Relationship Managers.
Your day will look like this:
We’d love to hear from people who have:
Your path will look like:
This role provides you with the opportunity to expand your knowledge and experience in the enviable high net worth client arena. You will face interesting and challenging client scenarios and assist clients to achieve their financial goals. You will also become proficient in understanding how a growing wealth management practice operates within Australia’s most awarded Private Bank. You will experience leadership of a professional and highly engaged team. We will encourage you to broaden your education, experience and exposure in areas that support your career goals. We will give you the flexibility to enjoy a great work life balance.
What we can offer you (Equal Opportunity Statement):
At CommBank, we’re committed to building a diverse and inclusive workforce reflecting the customers, businesses and communities we serve. At CommBank, we nurture and support our people; through focussing on skill and talent development, collaboration, flexibility and internal promotion. With service in mind at every touch point, we take accountability for the role we play in securing and improving the financial wellbeing of people, businesses and communities. At CommBank you can be you.
We value you and won’t leave you hanging. Our advertising closes XX, but expect to hear from us within a week of the closing date. Best of luck!