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Private Banker

4 months ago

Sydney, Australia Commonwealth Bank Full time

Key role managing portfolio of HNW clients with consumer lending and investment focus.
- We're excited to grow our team in 2023 (Please note that our Talent Acquisition function will be closed over the Christmas/New Year period and should you apply, you can expect to receive an update in mid-late Jan 2023)

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

We are seeking a self-motivated and professional Private Banker with proven lending experience. 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 role from within Private Banking, Premier Banking, Business Banking or similar
- New business acquisition and portfolio management experience
- Experience in residential and commercial lending, including complex lending structures
- A demonstrated ability to develop and maintain effective relationships with high net worth clients
- Tertiary qualifications in Commerce, Business or related field (desirable)
- RG146 (desirable)-Sidekick
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Advertising End Date: 14/01/2023