Associate Private Banker
2 weeks ago
12 months secondment opportunity in Perth
- Play a key role in supporting the day to day needs of our HNW clients
- Drive client satisfaction
**How 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 and protect their wealth. We strive to create enduring partnerships with a deep understanding of their banking and wealth needs, enabling us to provide a truly compelling, holistic and bespoke financial service.
The primary function of the Associate Private Banker is to partner with Private Bankers to retain and grow new and existing valuable client relationships in the HNW segment. As an Associate Private Banker you will play a key role in coordinating the delivery of our service proposition by:
- Being the first point of contact for the day to day needs of a portfolio of our HNW clients.
- Managing client expectations and keep them informed of progress.
- Facilitating the efficient execution of client needs through effective engagement of our service partners.
While aligned to a specific Private Banker(s) and clients, the role forms part of a broader team of Associate Private Bankers, led by a Client Service Manager, responsible for working together to provide a compelling service proposition to our clients.
**What do I need?**
In order to be successful in the role you will have experience of the following:
- Tertiary qualifications in a business related discipline would be beneficial
- Strong frontline client experience within a Banking or Wealth related role
- Understanding of Consumer & Lending Products will be highly regarded
- RG146 Tier 2 Compliance qualification
**What’s it like to work there?**
You’re in control of your own destiny - work hard and you’ll see great success. We aim to provide one big, supportive team to help us reach our vision to become one of the world’s great service companies. As an equal opportunity employer, we’re proud to have created a culture and work environment that values diversity and flexibility - and champions inclusion.
-
Associate Private Banker, Perth Cbd
2 weeks ago
Perth, Australia ANZ Banking Group Full time**Req ID**: 43176 **Department**: AC Private Banking and Advice **Division**: Australia Commercial **Location**: Perth About the role Be part of an exciting team within ANZ Private Bank Cater to ANZ’s portfolio of high value client family groups Offer the best banking, investment and wealth needs to our Private Bank clients ANZ Private caters to ANZ's...
-
Private Banker, Perth Central
7 days ago
Perth, Australia Commonwealth Bank of Australia Full timePrivate Banker, Perth Central **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...
-
Private Banker, Perth Central
1 week ago
Perth, 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...
-
Small Business Banker
2 weeks ago
Perth, Australia NAB - National Australia Bank Full time**Work type**: Permanent Full time **Location**: WA- North region, WA- Perth inner - **Provide expert advice and develop long-term relationships with your customers**: - **Manage end-to-end residential and commercial banking**: - **Let your passion, expertise & customer centric values make a real impact** We are looking for experienced, aspirational...
-
Client Support Associate
7 days ago
Perth, Australia NAB - National Australia Bank Full time**Work type**: Permanent Full time **Location**: WA- Perth inner - **Take the next step in your career and bring your passion for delivering outstanding customer service outcomes**: - **Be apart of a highly engaged and motivated team culture**: - **Opportunity based in Perth CBDs** **A career that gives you more** In this role, our Associates will be...
-
Mobile and Executive Mobile Bankers
4 weeks ago
Perth, Australia Bank of Queensland Full time**About the Role** Are you an experienced Mobile Banker who is passionate about delivering exceptional customer service and driving business growth? Are you ready to be part of an ambitious, forward-thinking and community centric bank that's transforming and growing? We have exciting opportunities available for Mobile Bankers and Executive Mobile bankers to...
-
Mobile and Executive Mobile Bankers
2 weeks ago
Perth, Australia Bank of Queensland Full time**About the Role** Are you an experienced Mobile Banker who is passionate about delivering exceptional customer service and driving business growth? Are you ready to be part of an ambitious, forward-thinking and community centric bank that's transforming and growing? We have exciting opportunities available for Mobile Bankers and Executive Mobile bankers...
-
Executive Mobile Bankers, Perth
3 weeks ago
Perth, Australia Bank of Queensland Full time**About the Role** Are you a seasoned Mobile Banker with a passion for delivering top-notch customer service and driving business growth? If so, we have an exciting opportunity for you! Join our ambitious, forward-thinking, and community-centric bank that's on a transformative journey. We're looking for dynamic Mobile Bankers and Executive Mobile Bankers in...
-
Private Lending Manager
1 week ago
Perth, Australia Westpac Banking Corporation Full timePrivate Lending Manager - Exciting new opportunity within Westpac Private Wealth - Perth based, with working flexibility - High performing team culture **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...
-
Private Lending Manager
7 days ago
Perth, Australia Westpac Group Full timeExciting new opportunity within Westpac Private Wealth - Perth based, with working flexibility - High performing team culture **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...
-
Relationship Associate
2 weeks ago
Perth, Australia NAB - National Australia Bank Full time**Work type**: Permanent Full time **Region**: WA- North region, WA- Perth inner - **An opportunity to build and progress your career within B&PB**: - **Collaborative & challenging fast paced culture**: - **Use your expertise to drive positive outcomes for our customers** **It’s more than a career at NAB. It’s about more opportunity, more moments to...
-
Relationship Associate
1 week ago
Perth, Australia NAB - National Australia Bank Full time**Work type**: Permanent Part time **Region**: WA- Perth inner - **Permanent Part-time Opportunity based in Perth**: - **Collaborative & challenging fast paced culture**: - **Use your expertise to drive positive outcomes for our customers** **As a Relationship Associate you will**: - Align to local teams and building relationships with customers through...
-
Personal Banker
2 days ago
Perth, Western Australia Food and Wine Full timeIt starts here. With Bendigo Bank… and you.We've never been 'just a bank'. Just like you should never be 'just an employee'. We're united in our belief that in banking, better can be bigger, and together we're making it happen.Your role as a Personal Banker (known internally as a Customer Relationship Officer) is to deliver an exceptional experience by...
-
Associate Insurance Specialist
3 days ago
Perth, Western Australia Lockton Full timeCareer OpportunitiesWe are looking for an Associate Insurance Broker to join our Corporate Team in Perth. This role offers an excellent opportunity for someone to build a career in a dynamic and fast-paced industry.As an Associate Insurance Broker, you will be responsible for supporting the team on larger corporate clients. You will liaise with clients to...
-
Senior Associate
3 days ago
Perth, Western Australia HPX Group Full timeThe roleAre you tired of the bureaucracy and politics of big firms, but still want to work on quality transactions? We're looking for a Senior Associate or Special Counsel to join our rapidly expanding Banking & Finance team. We're a diverse group, and are looking for someone who is enthusiastic, hard-working and fun.We are looking for a Senior Associate or...
-
Senior Associate
5 days ago
Perth, Western Australia HPX Group Pty Full timeThe roleAre you tired of the bureaucracy and politics of big firms, but still want to work on quality transactions? We're looking for a Senior Associate to join our rapidly expanding Banking & Finance team. We're a diverse group, and are looking for someone who is enthusiastic, hard-working and fun.We are looking for a Senior Associate to work closely with...
-
Senior Associate
5 days ago
Perth, Western Australia Hamilton Locke Full timeThe roleAre you tired of the bureaucracy and politics of big firms, but still want to work on quality transactions? We're looking for a Senior Associate to join our rapidly expanding Banking & Finance team. We're a diverse group, and are looking for someone who is enthusiastic, hard-working and fun.We are looking for a Senior Associate to work closely with...
-
Associate Insurance Broker
4 days ago
Perth, Western Australia Lockton Full timeLockton Perth, Western Australia, AustraliaAssociate Insurance BrokerLockton Perth, Western Australia, Australia2 days ago Be among the first 25 applicantsAssociate - Insurance Broker (Corporate Team)Work for the world's largest privately owned insurance brokerExcellent opportunity for someone to build a career in a fast-growing companyAre you a...
-
Associate Or Senior Associate
2 weeks ago
Perth, Western Australia Hall & Wilcox Full timeAssociate or Senior Associate - Dispute Resolution Permanent, full-time position based in Perth Hybrid working, including from modern, open plan offices and WFH.We provide WFH IT equipment plus reimbursement of up to $500 for additional equipment Reward and recognition, including competitive remuneration and career progression Learning and career development...
-
Associate Professional
7 days ago
Perth, Australia McKenna and Associates Full timeOur client is an award winning global, top tier law firm with an open, caring and supportive culture. They value their people and offer an environment of genuine professional support and opportunities for growth and development. **The Role** You will be working within a growing and enthusiastic team to provide commercial advice. You will be involved in...