Private Banker

1 week ago

Melbourne, Victoria, 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
We are searching for a self-motivated relationship expert.

Someone that is focused on the care of their existing clients, whilst also focused on the activities that lead to new client acquisition.

As
Private Banker - Acquisition (Melbourne) , you will play an integral role in the lives of our existing clientele, whilst also shaping the future of Commonwealth Private by playing a pivotal role in our strategy.

This is a role that requires expert knowledge of lending, a solid understanding of what the high net worth community expect from a financial services provider, and the ability to grow your network in within this community (particularly in the professional services industry).


In the role you will:

  • Look after a growing portfolio of clients, with a focus on achieving exceptional NPS (net promoter score) to build client advocacy for the brand.
  • Source and acquire new business, leveraging the strategic framework applicable to the target industry (professional services).
  • Provide clients with a full range of financial services, products and innovative solutions with a strong focus on wealth protection, creation, and revenue growth.
  • 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;
  • Have an understanding of the workings and key industry contacts with the Australian professional services community.
  • Understand and operate within relevant Regulatory and Compliance legislative/frameworks.

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

In addition, you will have:

  • Relationship management and networking experience within Private Banking, Premier Banking, Business Banking or similar.
  • Strong experience in residential, and have had exposure to commercial lending, including complex lending structures.
  • A demonstrated ability to develop new networks and maintain effective relationships with high net worth clients.
  • Tertiary qualifications in Commerce, Business or related fields (desirable)
  • RG146 (desirable)
We're aware of some accessibility issues on this site, particularly for screen reader users. We want to make finding your dream job as easy as possible, so if you require additional support please contact HR Direct on

Advertising End Date: 05/04/2023

  • 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 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 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 roleHow 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...

  • 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...