Adviser Service Associate Private Bank

2 weeks ago


Sydney, Australia Macquarie Group Limited Full time

Establish your career in Financial Services by joining a high performing team in the role of Adviser Service Associate. As someone looking for long term growth, you will have the opportunity to learn about Private Bank operations from the ground up by supporting a team of experienced Client Service Associates and their aligned Private Banker or Adviser.

At Macquarie, we are working to create lasting value for our communities, our clients and our people. We are a global financial services group operating in 34 markets and with 54 years of unbroken profitability. You’ll be part of a supportive team where everyone - no matter what role - contributes ideas and drive outcomes.

**What role will you play?**

As an Adviser Service Associate, you will be responsible for the completion of Client Service Associate and Adviser administration requests across a range of systems and processes. You will work collaboratively with peers to ensure requests are completed accurately and that client records are maintained appropriately. In addition, you will become a ‘go to’ person for all administration tasks with a continuous focus on our legislative, risk management and reputational responsibilities.

**What you offer**
- A passion for delivering an exceptional client experience and the ability to foster strong client relationships with a motivation to build a career within Private Banking
- A high attention to detail, a willingness to learn and strong stakeholder management skills
- The ability to work in a team environment and build strong working relationships with your peers to contribute to team goals
- A proactive mind set with excellent time management and organisational skills.

We love hearing from anyone inspired to build a better future with us, if you're excited about the role or working at Macquarie we encourage you to apply.

**Benefits**

Macquarie employees can access a wide range of benefits which, depending on eligibility criteria and location, include:

- Hybrid and flexible working arrangements
- Wellbeing and service bonus leave
- Up to 20 weeks paid parental leave as well as benefits to support you as you transition to life as a working parent
- Paid volunteer leave and donation matching
- Range of benefits to support your physical, psychological and financial wellbeing

**About **Banking and Financial Services**

Banking and Financial Services is our technology-driven retail bank. You will be part of a team that supports clients to achieve their full potential - whether that’s buying a home, growing a business, purchasing a car or investing to manage wealth.

**Our commitment to Diversity, Equity and Inclusion**

If you require adjustments to your working arrangements or the recruitment process, please let us know when applying.

**About Macquarie**:
A career at Macquarie means you’ll have the opportunity to develop new skills, explore interesting fields and do challenging work that will impact the lives of people around the world—whether it’s accelerating the green energy transition, helping sustain global food supplies, financing social housing projects or investing in essential infrastructure. At Macquarie, we’re empowering people to innovate and invest for a better future.

Macquarie is a global financial group providing clients with asset management, retail and business banking, wealth management, leasing and asset financing, market access, commodity trading, renewables development, specialist advisory, capital raising and principal investment.

**Job no**: BFS-975664
- **Work type**: Permanent - Full time
- **Location**: Sydney
- **Category**: Junior, Administration & Support, Private Banking & Wealth Management
- **Group**: Banking and Financial Services
- **Division**: Wealth Management
- **Recruiter**: Sijia Dong
- **Opening Date**: 24/1/2024



  • Sydney, Australia Chandler Macleod Full time

    An excellent opportunity has arisen for an experienced Private Wealth adviser join a leading Australian Private Bank. You will also work with an affluent existing client base and work closely with the Senior Private Wealth Adviser servicing holistic and wholesale advice. This role is a rare opportunity to work alongside a strong back office team along with...


  • Sydney, Australia Bank of Queensland Full time

    **About the Role** As a Relationship Associate, you will assist the Relationship Manager, Deposits Team & Adviser Services team by providing them with continuous support in acquiring new business and managing their existing client base. The role predominantly involves taking ownership of end-to-end client on-boarding for deposits products and supporting the...


  • Sydney, Australia Bank of Queensland Full time

    **About the Role** As a Relationship Associate, you will assist the Relationship Manager, Deposits Team & Adviser Services team by providing them with continuous support in acquiring new business and managing their existing client base. The role predominantly involves taking ownership of end-to-end client on-boarding for deposits products and supporting the...


  • Sydney, Australia Commonwealth Bank Full time

    **Private Wealth Associate - Sydney **_(Mandarin/Chinese-language skills required) _**: **About us** The **Commonwealth Private **Advisory team is responsible for the provision of wholesale investment services to the Bank's ultra-high and high net worth clients. Our Frontline Team is responsible for growing and managing client relationships to the highest...

  • Product Owner

    3 weeks ago


    Sydney, Australia Commonwealth Bank Full time

    We support flexible working and are happy to discuss what this means for you **See yourself in our team** This role sits within the Private Banking & Advice Experiences Crew, which provides a range of services to the Wealth and Private businesses. Key services of the team are: - Business execution - Advice & Self-Directed Operations - Investment...

  • Product Owner

    2 months ago


    Sydney, Australia Commonwealth Bank Full time

    We support flexible working and are happy to discuss what this means for you **See yourself in our team** This role sits within the Private Banking & Advice Experiences Crew, which provides a range of services to the Wealth and Private businesses. Key services of the team are: - Business execution - Advice & Self-Directed Operations - Investment...


  • Sydney, New South Wales, Australia Chandler Macleod Full time

    An excellent opportunity has arisen for an experienced Private Wealth adviser join a leading Australian Private Bank. You will also work with an affluent existing client base and work closely with the Senior Private Wealth Adviser servicing holistic and wholesale advice.This role is a rare opportunity to work alongside a strong back office team along with a...

  • Private Bank Analyst

    2 weeks ago


    Sydney, Australia Commonwealth Bank Full time

    **See yourself in our team** **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...


  • Sydney, Australia Anton Murray Consulting Full time

    Sydney- Wealth Management- PermanentThis position works in support of one of our client’s small Ultra High Net Worth relationship management private banking teams. These Relationship Managers liaise with wealthy clients, to provide them a range of multi-asset-class products and offer a broad private banking service. **The ideal applicant for this role is...


  • Sydney, Australia Private Equity Recruitment Ltd Full time

    **About our client** Globally recognised as one of the top private equity funds, our client is looking for an investment banking or private equity analyst/associate with very strong modeling and analytical skills to join their team in Sydney. **What the job involves** - You will be responsible for the qualitative and quantitative assessment of the buyout...


  • Sydney, New South Wales, Australia Anton Murray Consulting Full time

    Sydney- Wealth Management- PermanentThis position works in support of one of our client's small Ultra High Net Worth relationship management private banking teams. These Relationship Managers liaise with wealthy clients, to provide them a range of multi-asset-class products and offer a broad private banking service.The ideal applicant for this role is...


  • Sydney, Australia Commonwealth Bank Full time

    **Opportunity to join CBA’s Private Equity Financing team** - **Be part of this progressive and innovative environment** - **Sydney CBD based role** See yourself in our team The Private Equity Financing team is part of CBA’s Institutional Banking & Markets (IB&M) business. The team plays a key role in originating, structuring and executing loans to...


  • Sydney, Australia Commonwealth Bank Full time

    Chief Operating Office (COO) is responsible for the world leading operations across every aspect of CommBank, from innovative product platforms for our customers to essential tools within our business. We also use technology to drive efficient and timely processing, an essential component of great customer service. Within Chief Operating Office (COO) is the...


  • Sydney, Australia Bendigo and Adelaide Bank Full time

    Relationship Officer - Private Banking Services **About the job** The Relationship Officer's key role is to provide credit and administrative support to the Relationship Executives and assist in developing relationships with new and existing customers by providing suitable financial solutions. Supporting our customers' consumer and commercial lending...


  • Sydney, New South Wales, Australia Private Equity Recruitment Ltd Full time

    About our clientGlobally recognised as one of the top private equity funds, our client is looking for an investment banking or private equity analyst/associate with very strong modeling and analytical skills to join their team in Sydney.What the job involves You will be responsible for the qualitative and quantitative assessment of the buyout investment...


  • Sydney, Australia Bendigo & Adelaide Bank Full time

    **About the job** The Relationship Officer's key role is to provide credit and administrative support to the Relationship Executives and assist in developing relationships with new and existing customers by providing suitable financial solutions. Supporting our customers’ consumer and commercial lending needs, you will predominantly work with complex...


  • Sydney, New South Wales, Australia Commonwealth Bank Full time

    Opportunity to join CBA's Private Equity Financing team- Be part of this progressive and innovative environment- Sydney CBD based roleSee yourself in our teamThe Private Equity Financing team is part of CBA's Institutional Banking & Markets (IB&M) business. The team plays a key role in originating, structuring and executing loans to fund Private Equity...


  • Sydney, New South Wales, Australia Bendigo & Adelaide Bank Full time

    About the jobThe Relationship Officer's key role isto provide credit and administrative support to the Relationship Executives and assist in developing relationships with new and existing customers by providing suitable financial solutions.Supporting our customers' consumer and commercial lending needs, you will predominantly work with complex commercial...


  • Sydney, New South Wales, Australia Royal Bank of Canada Full time

    Come Work with UsAt RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose.Whether you're helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work that...

  • Private Tax Adviser

    5 days ago


    Council of the City of Sydney, Australia HLB Mann Judd Full time

    Top 8 global ranking in the Advisory and Accounting network Rank 7th in the 2024 Top 100 Global Most Loved WorkplacesHybrid Working | Dress for your Day | CBD office overlooking Barangaroo About us:HLB Mann Judd is a leading award-winning chartered accounting and advisory firm. We are a proud member of HLB International, with a top 8 global ranking in the...