Director Private Bank

3 days ago

Melbourne, Victoria, Australia CommBank Full time

About Us

At Commonwealth Private, we strive to deliver exceptional personal service and trusted advice to high net worth individuals who seek to invest or borrow at least AU$2.5 million. Our breadth of experience enables us to offer clients a comprehensive range of solutions, along with market-leading products and innovative investment opportunities.

We leverage the superior research capabilities and extensive resources of the Commonwealth Bank Group to help our clients achieve the best possible outcome. Our team of Private Bankers and Private Wealth Managers, specializing in banking, lending, strategic advice, investments, and insurance, are located across Australia.

About the Opportunity

We are seeking self-motivated and professional private/business bankers to join our high-performing team. As a Director in the VIC Client Acquisition Team, you will have proven lending experience, expert knowledge of high and ultra-high net worth client needs, and an established network of clients and referrers.

Key Responsibilities:

  • Guide clients and business partners throughout their lending journey, providing essential experiences and insights to develop 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.
  • Establish your personal brand and network in the community to enhance your credibility.
  • Determine suitable lending solutions with prospective homebuyers and submit 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, 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).

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