Private Banker

1 week ago

Sydney, New South Wales, Australia Commonwealth Bank Full time

About us:

Commonwealth 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 opportunities.


We are backed by superior research capabilities and the extensive resources of the Commonwealth Bank Group, so we can help our clients achieve the best possible outcome.

We have Private Bankers and Private Wealth Managers specialising in banking, lending strategic advice, investments and insurance located right across Australia.

Our vision is to be the private bank successful Australians recommend.

About the opportunity:

As a
Private Banker you will:

  • Develop and grow your portfolio of high net worth clients
  • Provide clients with a full range of financial services, products and innovative solutions with a strong focus on wealth protection, creation, revenue growth and new client acquisition
  • Deliver our client value proposition of outstanding service, tailored advice and exclusive opportunities
  • Nurture a network of local internal and external contacts to assist with the origination of new business, new clients and the gathering of competitive intelligence
  • Understand and operate within relevant Regulatory and Compliance legislative/frameworks

About you:

To be successful you will be innovative, driven, analytical, quick to learn and ambitious.

In addition, you will have:

  • Recent experience in a similar lending focused role from within Private Banking, Premier Banking, Business Banking or similar
  • Portfolio management experience commercial portfolio experience would be an advantage
  • Experience in consumer/residential lending including complex lending and investments
  • A demonstrated ability to develop and maintain effective relationships with high net worth or complex clients
  • Tertiary qualifications in Commerce, Business or related field (desirable)
  • RG146 (desirable)
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Advertising End Date: 21/03/2023

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