Associate Director

2 weeks ago

Sydney, New South Wales, Australia Commonwealth Bank Full time
About the Role

This is a challenging and rewarding opportunity to join the Commonwealth Bank as an Associate Director in the Private Bank, focusing on ultra-high net worth clients. As a key member of the UHNW team, you will be responsible for managing a portfolio of high net worth clients and working with them to achieve their financial goals.

Key Responsibilities:

  • Manage a portfolio of UHNW clients and work with them on their current and future financial goals
  • Guide clients through key milestones in their home buying, asset acquisition, and investment process with seamless communication
  • Structure applications for loans, credit cards, and other products, managing through the process to completion and keeping clients updated throughout this process
  • Work with your networks to introduce new clients into Commonwealth Private to enjoy our whole of wallet opportunities
  • Research the broader market, and economic and industry changes affecting clients and the Group
  • Share best practice with colleagues through coaching and capability uplift sessions
  • Support clients by taking action on feedback and correct any service breaks to drive improvement
  • Support internal stakeholders with information to assist the end-to-end service of your clients

Requirements:

  • Proven complex consumer & commercial lending experience, knowledge of ultra-high net worth client needs, and ideally a network of clients and referrers
  • Recent experience in a similar role from within Private Banking, Business/Commercial Banking, or similar
  • Experience in residential and commercial lending, including complex lending structures and the ability to interpret complex financials
  • Demonstrated ability to develop new networks and maintain effective relationships with ultra-high net worth clients
  • Tertiary qualifications in Commerce, Business, or related field (preferred)
  • RG146 (preferred)

About Commonwealth Bank:

Commonwealth Private strives to provide outstanding personal service and trusted advice to high net worth and ultra-high net worth individuals. 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.

About Hatch:

Hatch exists to level the playing field for people as they discover a career that's right for them. We model this in our hiring process for our partners like Commonwealth Bank.

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