The Opportunity:
Join a prestigious Australian financial institution with well-known brand with a reputation for innovation and superior service. This role offers ownership of a growing portfolio of HNW and UHNW clients, delivering tailored banking and wealth solutions in a relationship-driven environment.
The Role:
Reporting to senior leadership, you will be a trusted advisor with an allocation of a portfolio of existing clients and a strong focus on portfolio growth and complex lending. Key responsibilities include:
- 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
You’re an experienced private or senior commercial banker with a proven track record managing HNW/UHNW clients. You are skilled in complex lending and credit structuring. You bring a commercial mindset, excellent relationship skills, a strong compliance focus, and a passion for helping clients build and protect their legacy. RG146 qualification is valued.
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 providing a supportive culture and positively contributing towards creating diverse and inclusive workplaces for our candidates & clients. We invite candidates of all ages, genders, sexual orientations, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply.
