Stockbroker – Lead, Grow & Shape the Future of Investing

Location: Sydney, Australia
Position: Stockbroker

About KOSEC

KOSEC – Kodari Securities is a premier financial institution, delivering expert stockbroking, wealth management, and investment solutions to ultra-high net worth individuals, family offices, trusts, SMSFs, corporations, and institutional investors.

Founded in 2010, KOSEC has redefined the investment landscape, empowering clients with market-leading insights, cutting-edge research, and data-driven strategies to optimise wealth creation while preserving capital. Committed to excellence, transparency, and innovation, KOSEC remains at the forefront of multi-generational wealth management, serving Australia’s most sophisticated investors.

As part of our continued growth, we are seeking an exceptional Stockbroker to drive business expansion, client acquisition, trade execution, and investment advisory services. This is an unparalleled opportunity to work with elite investors, access proprietary market insights, and build a distinguished career in stockbroking.

Our Mission

KOSEC is driven by a singular mission: to empower investors with world-class financial solutions, providing them with the insights, strategies, and resources needed to capitalise on market opportunities and achieve long-term investment success.

Our Vision

KOSEC aims to be a global leader in stockbroking and financial services, setting new industry benchmarks in investment research, client service, and portfolio performance. Our vision aligns seamlessly with our values, ensuring we continue to deliver best-in-class trading and wealth solutions to Australia’s most affluent investors.

Key Responsibilities

Client Acquisition & Portfolio Growth

• Identify and onboard ultra-high net worth and institutional investors, expanding Funds Under Management (FUM) and executing high-value trades.
• Provide strategic stockbroking and portfolio advisory services, ensuring clients receive timely, high-impact investment recommendations.
• Build and maintain strong relationships with high-net-worth individuals, family offices, and corporate investors.
• Identify and leverage cross-selling opportunities across KOSEC’s suite of investment, stockbroking, and financial planning services.
• Deliver high-impact investor presentations, market insights, and advisory consultations, positioning KOSEC as the premier destination for stockbroking.

Trade Execution & Market Expertise

• Execute equity trades across Australian and global markets, ensuring optimal investment performance for clients.
• Utilise KOSEC’s proprietary trading tools and research platforms, including Phantom X, to provide clients with real-time market intelligence.
• Stay ahead of financial markets, macroeconomic trends, and emerging investment opportunities to guide strategic trade execution and portfolio optimisation.
• Provide institutional-grade investment insights and work closely with KOSEC’s research team to enhance client strategies.

Leadership & Business Development

• Develop and execute a strategic roadmap for revenue growth, focusing on high-value client acquisition and long-term investment success.
• Represent KOSEC at industry events, investor conferences, and exclusive networking functions to expand the firm’s market presence.
• Foster a high-performance sales and trading culture, delivering exceptional client service and investment solutions.

Regulatory Compliance & Ethical Standards

• Ensure adherence to financial regulations and compliance frameworks, upholding the highest standards of professional ethics.
• Maintain full transparency with clients, delivering trusted, data-driven stockbroking services aligned with their investment objectives.
• Monitor and manage risk across client portfolios, ensuring responsible trading strategies and long-term growth.

What We Are Looking For

• Extensive experience in stockbroking, trading, private wealth management, or institutional sales.
• Proven success in business development, client acquisition, and revenue generation within financial markets.
• Established networks and referral channels that contribute to ongoing client growth.
• Strong expertise in equity markets, trade execution, portfolio advisory, and risk management.
• Exceptional negotiation, relationship management, and communication skills.
• Existing ASIC Authorisation number and on the financial advisers register.

KOSEC’s Core Values

At KOSEC, our values define our approach to stockbroking and wealth management:

✔ Excellence: Delivering outstanding stockbroking solutions and investment strategies tailored to clients’ needs.
✔ Client Centricity: Providing data-driven trade execution and market insights to help clients capitalise on investment opportunities.
✔ Accountability: Taking full ownership of investment decisions, ensuring measurable success and long-term client satisfaction.
✔ Integrity: Upholding the highest ethical standards, ensuring trust, transparency, and clarity in every trade.
✔ Innovation: Constantly refining and advancing trading strategies and market analysis tools.
✔ Respect & Collaboration: Fostering a culture where teamwork, professional excellence, and shared knowledge drive success.

Why Join KOSEC?

• Elite stockbroking opportunity in one of Australia’s most respected investment firms.
• Competitive remuneration package with uncapped performance-based incentives.
• Exclusive access to high-net-worth and institutional clients, providing unparalleled trading opportunities.
• A culture of excellence, leadership, and professional growth within a dynamic financial firm.
• Cutting-edge trading platforms and proprietary market research tools to optimise investment decisions.

Explore the links below for a glimpse into our company:

Events

https://www.youtube.com/watch?v=tKey80PO7OY

KOSEC on TV - Sky Business Channel

https://www.youtube.com/watch?v=wizdBmRzS2I

Channel 7

https://www.youtube.com/watch?v=mqN_06W5z34

KOSEC & UNSW Business School

https://www.youtube.com/watch?v=1OVeJuX1xMw

KOSEC & Macquarie University

https://www.youtube.com/watch?v=jx6CqP6WbCk

KOSEC TV Commercials

https://www.youtube.com/watch?v=O_nIV2cxIBU

If you feel you meet these requirements, please submit your resume or alternatively call 1300 854 151. Unfortunately only successful candidates will be contacted due to extensive interest in the role. Please apply only if you are based in Sydney.