Exposure to complex lending, wealth, and investment solutions
Strong career development within a high-performing Private Banking team
Company Overview
This established financial services organisation provides specialist banking, lending and wealth solutions to high-net-worth individuals, family offices, entrepreneurs, and business owners. The team delivers personalised advice and tailored solutions across banking, lending, investments, and cash management.
Role Overview
An opportunity exists for 2 Private Bankers to join a growing Melbourne-based Private Banking team. You will manage a portfolio of high-net-worth and ultra-high-net-worth clients, providing tailored banking, lending, wealth and cash management solutions while working closely with specialist partners.
Key responsibilities
- Manage and deepen relationships with high-net-worth and ultra-high-net-worth clients, families and advisers
- Support complex lending requirements across trusts, family groups, corporate entities and investment structures
- Assist clients with banking, deposits, cash management and ongoing servicing needs
- Partner with investment and wealth specialists to deliver holistic client outcomes
- Drive portfolio growth through referral networks, client events and new business opportunities
- Maintain strong compliance, KYC, onboarding and risk management standards
- Work collaboratively with internal stakeholders to deliver an exceptional client experience
- Experience managing banking, private banking or wealth management client relationships
- Strong lending, credit assessment and credit policy knowledge
- Experience with complex lending structures and sophisticated client needs
- Understanding of transaction banking, deposits and cash management solutions
- Strong communication, relationship management and stakeholder engagement skills
- Experience working with high-net-worth clients, family groups, business owners or family offices
- Exposure to residential, commercial property, investment or bespoke lending transactions
- Experience developing referral relationships with accountants, lawyers, financial advisers or similar networks
- Tertiary qualifications in Finance, Commerce, Economics, Business or a related discipline highly regarded
- Melbourne-based permanent opportunity with 2 vacancies available
- Exposure to sophisticated private clients and family office relationships
- Complex lending, wealth and investment solution exposure
- Strong professional development and career progression opportunities
- Collaborative, high-performing and supportive team culture
- Flexible working arrangements and employee wellbeing benefits
We are committed to providing a supportive culture and positively contributing towards creating diverse and inclusive workplaces for our candidates and clients. We invite candidates of all ages, genders, sexual orientation, cultural backgrounds, people with disability, neurodiverse individuals and Indigenous Australians to apply.
