Private Banker

1 week ago

Melbourne, Victoria, Australia Bank of Melbourne Full time

Be the key relationship point for providing an exceptional client experience:


  • Deliver holistic banking, wealth and service propositions:
-
13-month contract role

How will I help?


We are Australia's leading Private Bank and the trusted financial partner of a select group of High Net Worth individuals.

Our clients have access to a comprehensive offering, built around their goals, and backed by the financial resources of one of the World's leading Financial Institutions.

We truly understand the importance of having a long-term view. Our purpose is to help our clients and their families to create enduring financial advantage for generations.

As a Private Banker you will also:

  • Develop and grow a portfolio of high net worth client relationships via growth of existing and acquisition of new clients via internal and external sources
  • Develop and maintain highly effective working relationships with all business partners within Private Wealth (eg GIS, APBs, POS, Lending)
  • Collaborate with bank and wealth management product/distribution partners across the Westpac Group to distribute/cross sell solutions that meet our HNW clients' needs
  • Maintain high levels of client prospecting and new business networking for acquisition purposes
  • Identify, assess and manage compliance obligations and issues.
  • Drive a strong digital selfservice adoption rate with clients and encourage clients to consider digital interactions

What's in it for me?
A chance to really power up your career prospects - and delight our customers along the way. After all, better banking can't be delivered without the right people.


We'll support and actively encourage your career development and growth, giving you flexible work options and a host of some of the best financial and non-financial benefits out there.


What do I need?
To be considered for this opportunity you will need to demonstrate:

  • Experience in a client facing role within either Private, Business or Premium with a strong focus on lending (will consider extensive consumer lending experience)
  • Strong knowledge of both Consumer and Business Lending credit policies and principles
  • RG146 certified and a desire to build your wealth knowledge and skills.
  • A strong desire to grow your career and contribute in a collaborative environment

What's it like to work there?


Although we're a proud part of the Westpac Group, Bank of Melbourne is a distinctive brand in its own right, with its own unique culture.

We're locals who love supporting locals, and we're passionate about creating better futures together.

As an equal opportunity employer, we're proud to have created a culture where people can be their best, in an environment that values diversity and flexibility.

And one where everyone belongs.

How do I Apply?
Start here. Just click on the APPLY button.

_Do you need reasonable adjustments during the recruitment process? _

  • At Westpac we are committed to providing a supportive culture and creating inclusive and accessible workplaces, branches, products and services for our customers, employees, and community. _

  • Associate Private Banker

    1 week ago

    Melbourne, Victoria, Australia Westpac Banking Corporation Full time

    Associate Private Banker Great Opportunity to build a career in Private Wealth Play a key role in supporting the day to day needs of our HNW clients Join a high performing and diverse team in MelbourneHow will I help?Our Mission in Private Wealth is to deliver clients enduring financial advantage by delivering insights, expertise and opportunities that will...

  • Private Banker

    1 week ago

    Melbourne, Victoria, Australia Commonwealth Bank Full time

    About usCommonwealth Private strives to provide outstanding personal service and trusted advice to high net worth individuals who have the intention to invest or borrow at least AU$2.5million. Quite simply, our breadth of experience means that we can offer clients a comprehensive range of solutions as well as market leading products and innovative investment...

  • Assistant Private Banker

    1 week ago

    Melbourne, Victoria, Australia Anton Murray Consulting Full time

    Melbourne- Wealth Management- PermanentYou will be involved in supporting several of the Senior Private Bankers and be given an opportunity to work across a number of different market segments.Responsibilities Administrative support to the Senior Private Bankers Dealing with client inquiries Identify and communicate new business opportunities Managing...

  • Associate Private Banker

    1 week ago

    Melbourne, Victoria, Australia Westpac Full time

    Great Opportunity to build a career in Private Wealth Play a key role in supporting the day to day needs of our HNW clients Join a high performing and diverse team in MelbourneHow will I help?Our Mission in Private Wealth is to deliver clients enduring financial advantage by delivering insights, expertise and opportunities that will help them grow, manage...

  • Private Banker

    1 week ago

    Melbourne, Victoria, Australia Commonwealth Bank Full time

    About usCommonwealth Private strives to provide outstanding personal service and trusted advice to high net worth individuals who have the intention to invest or borrow at least AU$2.5million. Quite simply, our breadth of experience means that we can offer clients a comprehensive range of solutions as well as market leading products and innovative investment...

  • Private Banker

    1 week ago

    Melbourne, Victoria, Australia Westpac Group Full time

    Support _Westpac's highest value personal customers _**:Supportive and inclusive working culture:- **Melbourne location with flexible workingHow will I help?We are Australia's leading Private Bank and the trusted financial partner of a select group of High Net Worth individuals. Our Private Bankers develop and grow portfolios of High Net Worth clients, via...

  • Private Banker Discovery

    1 week ago

    Melbourne, Victoria, Australia Westpac Group Full time

    How will I help?As a Private Banker for a Discovery portfolio, you will be the key relationship point for clients typically less complex needs (no GIS, no commercial debt).You will also be responsible for:Developing and growing a portfolio of high-net-worth client relationships via growth of existing clients Driving engagement with clients to coordinate the...

  • Private Banker

    1 week ago

    Melbourne, Victoria, Australia Westpac Group Full time

    Provide exceptional service to a select group of Westpac's highest value personal customers Deliver a holistic banking service as well as our unique and market leading wealth proposition Melbourne based with working flexibilityHow will I help?We are Australia's leading Private Bank and the trusted financial partner of a select group of High Net Worth...

  • Head of Banker

    1 week ago

    Melbourne, Victoria, Australia NAB - National Australia Bank Full time

    Work type: Permanent Full timeLocation: VIC- Melbourne CBD Recognised as a top #3 employer on the 2023 LinkedIn Top Companies list to grow your career. Opportunity to make a huge impact for bankers & customers within Australia's #1 Business Bank Make a genuine difference through the work you do supporting bankers and customersIt's more than a career at NAB....

  • Small Business Banker

    1 week ago

    Melbourne, Victoria, Australia National Australia Bank Full time

    Small Business BankerSmall Business BankerJob no: 793577Business unit: Business and PrivatePrimary position location: 700 Bourke St, Docklands, VICWork type: Fixed term Full time, SecondmentRegion: VIC- Melbourne CBD- You'll be part of a collaborative & high performing team:Help deepen relationships and achieve stronger customer advocacy:- You have access to...

  • Small Business Banker

    1 week ago

    Melbourne, Victoria, Australia National Australia Bank Limited Full time

    Small Business BankerSmall Business BankerJob no: 793531Business unit: Business and PrivatePrimary position location: 700 Bourke St, Docklands, VICWork type: Fixed term Full time, SecondmentRegion: VIC- Melbourne CBDAt NAB we believe; banking involves a trusted bond between banker and our customer. As a Small Business Banker, you will play an important role...

  • Director Private Bank

    1 week ago

    Melbourne, Victoria, Australia Efinancialcareers Ltd. Full time

    Director Private Bank - Melbourne Commonwealth Bank of Australia Melbourne, Australia Director Private Bank - Melbourne Commonwealth Bank of Australia Melbourne, Australia Posted 1 day ago Permanent Competitive Director Private Bank About us Commonwealth Private strives to provide outstanding personal service and trusted advice to high net worth individuals...

  • Small Business Banker

    1 week ago

    Melbourne, Victoria, Australia National Australia Bank Full time

    Small Business BankerSmall Business BankerJob no: 793383Business unit: Business and PrivatePrimary position location: 700 Bourke St, Docklands, VICWork type: Permanent Full timeRegion: VIC- Melbourne CBD, VIC- North East region You'll be part of a collaborative & high performing team- Help deepen relationships and achieve stronger customer advocacy You have...

  • Private Bank Analyst

    1 week ago

    Melbourne, Victoria, Australia Commonwealth Bank Full time

    See yourself in our teamCommonwealth Private strives to provide outstanding personal service and trusted advice to high net worth individuals who have the intention to invest or borrow at least AU$2.5million. Quite simply, our breadth of experience means that we can offer clients a comprehensive range of solutions as well as market leading products and...

  • Director Private Bank

    1 week ago

    Melbourne, Victoria, Australia eFinancialCareers Ltd. Full time

    Director Private Bank - MelbourneCommonwealth Bank of AustraliaMelbourne, AustraliaDirector Private Bank - MelbourneCommonwealth Bank of AustraliaMelbourne, AustraliaPosted 1 day agoPermanentCompetitiveDirector Private BankAbout usCommonwealth Privatestrives to provide outstanding personal service and trusted advice to high net worth individuals who have the...

  • Small Business Banker- Vic Metro

    1 week ago

    Melbourne, Victoria, Australia National Australia Bank Full time

    Small Business Banker VIC Metro**Small Business Banker VIC Metro**Job no: 793513Business unit: Business and PrivatePrimary position location: 700 Bourke St, Docklands, VICWork type: Fixed term Full time, SecondmentRegion: VIC- Melbourne CBDAt NAB we believe; banking involves a trusted bond between banker and our customer. As a Small Business Banker in...

  • Small Business Banker Docklands Vic

    1 week ago

    Melbourne, Victoria, Australia National Australia Bank Full time

    Small Business Banker Docklands VICJob no: 792767Business unit: Business and PrivatePrimary position location: 700 Bourke St, Docklands, VICWork type: Permanent Full timeRegion: VIC- Melbourne CBDIt's more than a career at NAB. It's about more opportunity, more moments to make a difference and more focus on you.You make NAB. You get it done for our customers...

  • Direct Banker

    1 week ago

    Melbourne, Victoria, Australia BOQ Full time

    About the Role Support delivery of the ME Business Plan by turning contact centre and self-generated leads into customers through providing great outcomes. This is achieved through living the Customer Promises, being quick and easy to deal with, expertly managing quality and risk and ensuring customers are informed every step of the way. Focus is to grow the...

  • Direct Banker

    1 week ago

    Melbourne, Victoria, Australia Bank of Queensland Full time

    About the RoleSupport delivery of the ME Business Plan by turning contact centre and self-generated leads into customers through providing great outcomes. This is achieved through living the Customer Promises, being quick and easy to deal with, expertly managing quality and risk and ensuring customers are informed every step of the way.Focus is to grow the...

  • Executive Mobile Banker

    1 week ago

    Melbourne, Victoria, Australia Bank of Queensland Full time

    About the RoleThe role of a Direct Executive Banker in the Retail Banking department at BOQ Group is to support the delivery of the ME Business Plan by growing a client portfolio and establishing a network of self-generated leads to provide excellent financial outcomes.The focus is on acquisition targets, with portfolio growth and profitability underpinning...