Private Banker
2 weeks ago
**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**
As a **Private Banker, **you will:
- Develop and grow your portfolio of high net worth clients
- Provide clients with a full range of financial services, products and innovative solutions with a strong focus on wealth protection, creation, revenue growth and new client acquisition
- 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
- Understand and operate within relevant Regulatory and Compliance legislative/frameworks
**About you**
To be successful you will be innovative, driven, analytical, quick to learn and ambitious. In addition, you will have:
- Recent experience in a similar lending focused role from within Private Banking, Business Banking or similar
- Portfolio management experience
- Experience in consumer/residential lending including complex lending and investments
- A demonstrated ability to develop and maintain effective relationships with high net worth or complex clients
- Tertiary qualifications in Commerce, Business or related field (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 1800 989 696.
Advertising End Date: 17/12/2023
-
Assistant Private Banker
2 days ago
Melbourne, Australia Anton Murray Consulting Full timeMelbourne- 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 -...
-
Private Banker
6 hours ago
Melbourne, Australia Commonwealth Bank of Australia Full timePrivate Banker - Melbourne - **You are passionate about providing top tier service.**: - **We will support you in developing your career in private banking.**: - **Together we will ensure we are the private bank successful Australians recommend.** **About us** **Commonwealth Private **strives to provide outstanding personal service and trusted advice to...
-
Private Banker
3 days ago
Melbourne, Australia Commonwealth Bank Full time**_You are passionate about providing top tier service. _**: - **_We will support you in developing your career in private banking. _**: - **_Together we will ensure we are the private bank successful Australians recommend. _** **About us** **Commonwealth Private **strives to provide outstanding personal service and trusted advice to high-net-worth...
-
Private Banker, Melbourne Cbd
4 days ago
Melbourne, Australia ANZ Banking Group Full timeAbout the role ANZ Private works with high-net-worth individuals and families, supporting their wealth and goals. Our experienced team take the time to recognise the needs of our client - by building a relationship and getting to know them, their goals and understanding the family's structure. By doing so, we offer clients a personalised approach with...
-
Associate Private Banker, Melbourne Cbd
4 days ago
Melbourne, Australia ANZ Banking Group Full timeAbout the role ANZ Private works with high-net-worth individuals and families, supporting their wealth and goals. Our experienced team take the time to recognise the needs of our client - by building a relationship and getting to know them, their goals and understanding the family's structure. By doing so, we offer clients a personalised approach with...
-
Private Bank Analyst
1 week ago
Melbourne, Australia Commonwealth Bank of Australia Full timePrivate Bank Analyst - Client Origination Team (Sydney or Melbourne location) **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...
-
Private Lending Manager
23 hours ago
Melbourne, Australia Westpac Full timeExciting new opportunity within Westpac Private Wealth - Melbourne CBD 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,...
-
Investment Specialist
5 days ago
Melbourne, Australia Bankwest Full timeAbout Us Commonwealth Private (CP) seeks to improve the financial wellbeing of our customers and communities across generations. As part of the Investments & Research Team (IRT), this role works closely with the broader Commonwealth Private business areas. The Investment Specialist - Global Portfolio Solutions informs and presents to clients on current...
-
Associate, Legal Assist
4 days ago
Melbourne, Australia NAB - National Australia Bank Full time**Work type**: Permanent Full time **Location**: VIC- Melbourne CBD **It’s more than a career at NAB. It’s about more opportunity, more moments to make a difference and more focus on you.** Your job is just one part of your life. When you bring your ideas, energy, and hunger for growth to us, you’ll be recognised and rewarded for your contribution in...
-
Specialised Banking Manager
Found in: beBee S AU - 3 weeks ago
Melbourne, Australia National Australia Bank Full timeSpecialised Banking Manager - Melbourne CBD Job no: 793412 Business unit: Business and Private Primary position location: 395 Bourke St, Melbourne, VIC Work type: Permanent Full time Region: VIC- Melbourne CBD Recognised as a top #3 employer on the 2023 LinkedIn Top Companies list to grow your career. Showcase your strong customer service skills to...
-
Associate Director
6 days ago
Melbourne, Australia NAB - National Australia Bank Full time**Work type**: Permanent Full time **Region**: VIC- Melbourne CBD - **A unique role with exposure across complex & sophisticated customer groups**: - **Bring your cashflow analysis & lending expertise**: - **More than your average Banker role!**: - **Innovative, high energy team culture** **The role**: Our High Growth & Emerging Corporate (HGEC) team...
-
Mortgage Broker
Found in: beBee jobs AU - 2 weeks ago
Melbourne City Centre, Victoria, Australia Robert Walters Full timeOur client is seeking a Mortgage Broker to join their dynamic team in Melbourne. This role offers an exciting opportunity to work within a multidisciplinary group of wealth managers, financial advisers and mortgage brokers, providing bespoke services to high-net-worth individuals and small to medium-sized businesses. This role is ideal for an existing...
-
Mortgage Broker
Found in: beBee jobs AU - 6 days ago
Melbourne City Centre, Victoria, Australia Robert Walters Full timeOur client is seeking a Mortgage Broker to join their dynamic team in Melbourne. This role offers an exciting opportunity to work within a multidisciplinary group of wealth managers, financial advisers and mortgage brokers, providing bespoke services to high-net-worth individuals and small to medium-sized businesses. This role is ideal for an existing...
-
Initiatives and Process Lead
3 days ago
Melbourne, Australia ANZ Banking Group Full time**Req ID**: 61003 **Department**: Private Advice **Division**: Australia Commercial **Location**: Melbourne About the role **Role Location**: Melbourne or Sydney **Role Type**: Permanent To manage and drive a high performing team to own, manage, embed and continually improve the end to end advice journey for both our clients and Private Bank staff. This...
-
Health Banking Manager
Found in: beBee S AU - 3 weeks ago
Melbourne, Australia National Australia Bank Full timeHealth Banking Manager - Melbourne CBD Job no: 793245 Business unit: Business and Private Primary position location: 395 Bourke St, Melbourne, VIC Work type: Permanent Full time Region: VIC- Melbourne CBD Make a real difference for our customers and communities Work in a collaborative and inclusive team environment Bring your ideas, ambitions, and...
-
Initiatives and Process Lead
Found in: Talent AU C2 - 4 days ago
Melbourne, Australia Australia and New Zealand Banking Group Limited (ANZ) Full timeInitiatives and Process Lead Initiatives and Process Lead Req ID: Department: Private Advice Division: Australia Commercial Location: Melbourne About the roleRole Location: Melbourne or SydneyRole Type: Permanent To manage and drive a high performing team to own, manage, embed and continually improve the end to end advice journey for both our clients and...
-
Regional Manager
Found in: beBee S AU - 3 weeks ago
Melbourne, Australia Bank of Queensland Full timeAbout the Role ME Bank within the BOQ Group are seeking a dynamic and experienced Regional Manager to spearhead our strategic growth initiatives while fostering a cohesive team culture. In this role, you will be instrumental in leading a team of Mobile Bankers whilst developing and executing comprehensive growth plans, with a specific focus on cultivating...
-
Regional Manager
Found in: beBee S AU - 3 weeks ago
Melbourne, Australia Bank of Queensland Full timeAbout the Role ME Bank within the BOQ Group are seeking a dynamic and experienced Regional Manager to spearhead our strategic growth initiatives while fostering a cohesive team culture. In this role, you will be instrumental in leading a team of Mobile Bankers whilst developing and executing comprehensive growth plans, with a specific focus on cultivating...
-
Regional Manager
Found in: Talent AU C2 - 2 weeks ago
Melbourne, Australia BOQ Full timeAbout the Role ME Bank within the BOQ Group are seeking a dynamic and experienced Regional Manager to spearhead our strategic growth initiatives while fostering a cohesive team culture. In this role, you will be instrumental in leading a team of Mobile Bankers whilst developing and executing comprehensive growth plans, with a specific focus on...