Senior Private Banker

1 week ago

Sydney, New South Wales, Australia beBeeUHNW Full time $120,000 - $180,000

About the role

We are seeking a seasoned private banker to join our team as an Associate Director. This newly created role is a senior position within our UHNW team and will provide clear specialisation and segmentation and succession into the UHNW market.

The successful candidate will manage a portfolio of UHNW customers, guiding them through key milestones in their home buying, asset acquisition and investment process with seamless communication.

They will work closely with colleagues to introduce new clients into our organisation, research the broader market and economic changes affecting customers and the Group.

Key responsibilities include:

  • Managing a portfolio of UHNW customers
  • Guiding customers through key milestones in their financial journey
  • Researching the broader market and economic changes

In return, you will receive:

  • A competitive salary package
  • Ongoing training and development opportunities
  • A dynamic and supportive team environment

You will be successful in this role if you have:

  • Proven complex consumer & commercial lending experience
  • Knowledge of ultra-high net worth client needs
  • A network of clients and referrers

Tertiary qualifications in Commerce, Business or related field are preferred.

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