Executive Manager, High Net Worth Clients, Commonwealth Private

2 weeks ago

Sydney, New South Wales, Australia CommBank Full time

Executive Manager - High Net Worth Clients

Join our Team
We are dedicated to providing tailored banking, wealth management, and investment advice to Australians, especially those with high and ultra-high net worth. Our team operates within the Commonwealth Bank Group, collaborating closely with other teams to offer personalized financial solutions.

What we offer
We have a wealth of resources and experience to deliver a broad range of banking, advisory, and investment services, along with cutting-edge products and opportunities.

The Position
We are in need of an exceptional leader for our Private Banking team. As the Executive Manager for high-net-worth clients, you will be responsible for expanding our client base and implementing customized strategies. You will work closely with local managers and Acquisition Bankers to execute the national high net worth client strategy. Ideally based in Sydney, with Melbourne or Brisbane also considered for the right candidate.

Your Responsibilities

  • Develop and execute a nationwide growth strategy targeting high-net-worth clients, focusing on new business opportunities.
  • Collaborate with Banking leaders to identify specific high net worth client opportunities.
  • Ensure adherence to all bank policies, procedures, and regulatory standards.
  • Foster a high-performance culture and coach teams to achieve sales targets.
  • Build and maintain networks within the high-net-worth client sector.
  • Establish relationships with State Managers and Acquisition Executive Managers nationwide.
  • Enhance processes, products, and credit offerings for high net worth clients.

Key Requirements

  • Extensive experience in finance within the high-net-worth client sector.
  • In-depth knowledge of the high-net-worth client sector and a strong network of industry connections.
  • Strong strategic mindset, excellent negotiation skills, and effective stakeholder management.
  • Proven ability to influence, coach a team, focus on client needs, and assess risks.
  • Sound business acumen, comprehensive understanding of credit and risk, and familiarity with various products and services.
  • Ideally hold a tertiary qualification in business, finance, or commerce.

Don't meet all the criteria? If you're gaining experience in the high-net-worth client sector and possess strong leadership skills, we encourage you to apply and showcase your potential. Take the leap and express your interest in this opportunity

If you are part of the Commonwealth Bank Group, including Bankwest and x15ventures, please apply through Sidekick for your application to be considered. We are here to guide you through your career advancement.

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