Senior Private Wealth Specialist

3 weeks ago

Melbourne, Victoria, Australia Robert Walters Full time
Senior Private Wealth Specialist (2045090/001) Melbourne, Australia

Drive growth in high-net-worth (HNW) client acquisition.

Collaborate with Global Investment Services Directors to deliver tailored investment solutions.

Permanent opportunity with a leading financial institution.

What Do I Need?
To excel in this role, you'll need:

  1. Proven experience in building deep client relationships in the HNW/UHNW sector (Private Banking, Investment, or Private Wealth).
  2. A track record of successful client acquisition and business development within the Banking, Investment, or Wealth industry.
  3. Strong expertise in delivering holistic banking, wealth, and investment solutions for private clients.
  4. Demonstrated ability to collaborate effectively across teams and business segments.
  5. Sound risk and compliance knowledge, including AML/KYC obligations and client due diligence.

Application Information:
Please include your first and last name, email, phone number (with country code), and confirm your eligibility to work in the country to which you are applying.

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