Private Banker

6 days ago

Melbourne, Australia Commonwealth Bank of Australia Full time

Private 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 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.

**About the role**

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)

This is an excellent opportunity for a focused, highly driven customer centric individual to take the next step in their career. Sound like you?.

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Advertising End Date: 15/05/2024

Job ID REQ210627

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