Director Private Bank

6 days ago

Sydney, New South Wales, Australia EFinancialCareers Ltd. Full time
About Us

Commonwealth Private is a leading provider of personal banking and wealth management services to high-net-worth individuals. Our team of experienced professionals is dedicated to delivering exceptional service and trusted advice to our clients.

About the Opportunity

We are seeking a self-motivated and professional Director to join our NSW Client Acquisition Team. As a key member of our team, you will be responsible for guiding clients and business partners throughout their lending journey, building new client relationships, and identifying new business development opportunities.

Key Responsibilities:

  • Guide clients and business partners throughout their lending journey, with experiences and insights that are essential to developing authentic long-term relationships.
  • Build new client relationships and identify new business development opportunities by advocating for CBA and CBA products, including lending, banking, and wealth.
  • Build your personal brand and network in the community to enhance your credibility.
  • Determine suitable lending solutions with prospective homebuyers and submitting lending applications.
  • Grow your business by building and maintaining external referral sources and seeking external referrals from existing customers.
  • Refer customers with more complex financial needs to specialists within the Group.
  • Research the broader market, and economic and industry changes affecting customers and the Group.
  • Share best practice, productivity ideas, and implement continuous improvement initiatives.
  • Support the Private Banking team by inspiring, developing, and growing colleagues.
About You

To be successful in this role, you will have:

  • Recent experience in a similar role from within Private Banking, Premier Banking, Business/Commercial Banking, or similar.
  • Experience in residential and commercial lending, including complex lending structures.
  • Existing clients/referral networks.
  • A demonstrated ability to develop new networks and maintain effective relationships with high and ultra-high net worth clients.
  • Tertiary qualifications in Commerce, Business, or related field (desirable).
  • RG146 (desirable).

We are committed to supporting your career growth and development. If you are passionate about delivering exceptional service and trusted advice to high-net-worth individuals, we encourage you to apply for this exciting opportunity.

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