Manage and grow a portfolio of high-net-worth and ultra-high-net-worth clients, acting as a trusted strategic advisor across private banking, bespoke lending and wealth solutions. Reporting to a highly regarded and supportive Director, you will partner closely with sophisticated clients, navigating complex financial needs and delivering considered, relationship-led outcomes underpinned by strong commercial judgement.
The Benefits:
- Highly respected and experienced leadership team
- Competitive base salary with a strong, performance-linked bonus structure
- Extensive benefits and supportive flexible-working options
- Long-term career pathway within private banking and wealth
- Provide holistic, tailored advice across private banking, lending and wealth solutions
- Structure complex credit facilities and bespoke lending arrangements
- Proactively grow your portfolio through referrals, centres of influence and new client acquisition opportunities
- Work collaboratively with credit, investment, risk and compliance teams to deliver seamless client outcomes
- RG146 certified
- Builds and grows HNW books effectively
- Extensive 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 provides premium, highly personalised private banking and wealth services. Consistently recognised across Australia for its award-winning client experience, the organisation offers unparalleled access to domestic and global investment opportunities, supported by market-leading platforms and expertise.
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 .
We are committed to creating diverse and inclusive workplaces. We welcome candidates of all ages, genders, sexual orientations, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply.
