Relationship Manager - CommSec Platinum

• Manage and grow relationships with high-value, sophisticated investors
• Access and distribute 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, delivering tailored service and access to a broad range of investment opportunities.

Our Platinum Desk sits at the centre of this offering-managing relationships with a select group of high-value clients and driving engagement, loyalty and growth.

Do work that matters

As a Relationship Manager, you'll build and deepen relationships with high net worth and sophisticated investors, delivering a highly personalised experience across a broad product suite.

You'll proactively engage clients, identify growth opportunities, and support the distribution of capital markets deals-while working closely with colleagues across CommSec and the broader Group to deliver a seamless, premium service.

Key responsibilities include:

• Build and manage relationships with HNW and sophisticated investors
• Deliver tailored, proactive service across equities, margin lending, options, and capital markets deals
• Identify opportunities to grow client value and share of wallet
• Support distribution of investment opportunities (IPOs, placements and more)
• Partner across CommSec and CommBank to deliver a seamless client experience
• Maintain high standards of compliance, service, and client care

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

• Relevant experience in financial markets
• Strong knowledge of investments and market dynamics
• Experience managing high net worth client relationships
• Exposure to distributing investment opportunities and research
• A track record of achieving targets in a client-focused, growth role, confidence engaging clients in one-on-one settings
• RG146 accreditation (or working towards)

What's in it for you?

• Manage a high-value, engaged client portfolio
• Be part of a high-performing, client-first team
• Grow your career across a broad range of financial products
• Competitive salary, incentives and a flexible, supportive working environment

Ready to take the next step?

If you're passionate about markets and thrive on building strong client relationships, 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: 22/05/2026