Manage and expand a portfolio of high-net-worth clients, acting as a trusted advisor across banking, lending and wealth. Reporting to a highly experienced and supportive director, you’ll navigate complex client needs with confidence, applying strong commercial judgement to deliver well-balanced, relationship-driven outcomes.
The Benefits:
- Exceptional leadership team
- Competitive salary, strong bonus structure
- Extensive benefits and supportive flexible-working options
- Deliver tailored advice across lending, wealth, and banking services
- Structure complex credit and bespoke lending solutions
- Grow your portfolio via referrals and new-to-bank clients
- Collaborate closely with credit, investment, and compliance teams
- RG146 certified
- Builds and grows HNW books effectively
- Experienced across banking, lending and wealth
- Commercial, return-focused and risk aware
- Strong relationship and stakeholder skills
- Handles complex client situations with discretion
This leading national financial institution delivers premium, highly personalised services and is consistently recognised across Australia for its award-winning client experience. Unmatched access to global investment opportunities.
What Next?
Please click on APPLY NOW . Alternatively, if you prefer to discuss this role in confidence before making an informed decision or have any questions, please contact Jesse on 0413779752 .
