Commonwealth Bank of Australia (CBA) is hiring an Executive Manager, Private Wealth Distribution to lead and shape the function within Commonwealth Private. You will lead, coach, and inspire a team dedicated to delivering exceptional, holistic solutions for our high-net-worth clients, driving a seamless wealth proposition across all asset classes to deepen relationships and ensure customer satisfaction.
What You'll Do
- Build long-term, trusted relationships with high-net-worth clients and execute business development strategies for existing and new-to-bank customers.
- Promote the Private Wealth offering within the Private Bank network and across CBA segments to identify opportunities and meet client needs effectively.
- Collaborate with other CBA divisions (e.g., Private Bank, Business Banking, CommSec, Global Markets) to deliver a seamless client experience and referral pathways.
- Ensure compliance with Group standards and regulatory requirements.
- Drive an efficient, compliant distribution framework that underpins the Private Wealth value proposition, with clear reporting on success and effectiveness.
What We're Looking For
- Proven leadership experience in banking, wealth management, and financial markets, ideally within the high-net-worth segment (Private Banking, Wholesale Ultra High Net Worth Asset Management, or Wealth Management).
- RG146 accreditation in Securities, Bonds, and Managed Investments.
- Strong relationship management skills with experience managing high-net-worth client portfolios.
- Expertise in wealth management solutions and regulatory frameworks for wholesale and sophisticated investors.
- Exceptional leadership, motivational, analytical, planning, and communication skills.
- High emotional intelligence, with the ability to set ambitious goals, inspire teams, and coach for success.
- A deep understanding of the regulatory environment governing investment offerings for high-net-worth clients.
Team & Environment
Reporting to the General Manager, Private Wealth, you will lead a team of Investment Directors and Investment Associates.
Our ambition is to be Australia’s #1 Private Bank for High Net Worth customers.
