Senior Wealth Manager

4 weeks ago

Brisbane, Queensland, Australia Commonwealth Bank of Australia Full time
About the Opportunity

We are seeking a highly skilled and experienced professional to join our Ultra High Net Worth Team as an Associate Director. This role will provide clear specialisation and segmentation, and will play a key part in the team's success.

Key Responsibilities
  • Manage a portfolio of Ultra High Net Worth customers and work with them on their current and future financial goals.
  • Guide customers 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 your customers updated throughout this process.
  • Work with your networks to introduce new clients into Commonwealth Private to enjoy our whole of wallet opportunities we provide.
  • Research the broader market, and economic and industry changes affecting customers and the Group.
  • Share best practice with colleagues through coaching and capability uplift sessions.
  • Support customers 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.
  • Work in partnership with UHNW director in the management of UHNW clients with a focus on patch growth while managing a portfolio of their own.
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).

  • Senior Wealth Manager

    7 days ago

    Brisbane, Queensland, Australia Commonwealth Bank of Australia Full time

    Commonwealth Private is dedicated to delivering exceptional service and trusted advice to high net worth and ultra-high net worth individuals. Our extensive experience enables us to provide a comprehensive range of solutions and market-leading products, as well as innovative investment opportunities.We leverage the superior research capabilities and...

  • Senior Wealth Management Professional

    3 days ago

    Brisbane, Queensland, Australia Derwent Search Full time

    Compliance & Risk (Banking & Financial Services)We have been retained to find and appoint a new Associate Partner or Partner to join the Wealth Management practice of a prominent accounting and advisory firm with an international presence.The firm is on a steep growth trajectory and a senior person is required to add leadership and capacity to the team in a...

  • Senior Wealth Manager

    1 week ago

    Brisbane, Queensland, Australia Commonwealth Bank of Australia Full time

    Commonwealth Private is a leading provider of personal service and trusted advice to high net worth individuals. Our team of experts offers a comprehensive range of solutions, including market leading products and innovative investment opportunities.We are backed by superior research capabilities and the extensive resources of the Commonwealth Bank Group,...

  • Senior Wealth Manager

    2 days ago

    Brisbane, Queensland, Australia Commonwealth Bank of Australia Full time

    Commonwealth Private is dedicated to delivering exceptional personal service and trusted advice to high net worth and ultra-high net worth individuals. Our extensive experience enables us to provide a comprehensive range of solutions, coupled with market-leading products and innovative investment opportunities.We leverage the superior research capabilities...

  • Senior Mortgage Consultant

    3 weeks ago

    Brisbane, Queensland, Australia Phoenix Wealth Consultants Full time

    Job Title: Senior Mortgage ConsultantWe are seeking a highly skilled and experienced Senior Mortgage Consultant to join our team at Phoenix Wealth Consultants. As a Senior Mortgage Consultant, you will be responsible for guiding clients through the mortgage process, providing expert advice on investment property financing and tax optimization.Key...

  • Partner - Wealth Management Expert

    2 weeks ago

    Brisbane, Queensland, Australia Derwent Search Full time

    Compliance and Risk Leader OpportunityWe are seeking a seasoned professional to join our Wealth Management practice as a Compliance and Risk Leader. The ideal candidate will have a strong background in wealth management and a proven track record of driving business growth and development.Key Responsibilities:Develop and implement business strategies to drive...

  • Wealth Management Associate

    1 month ago

    Brisbane, Queensland, Australia Perpetual Full time

    About the RoleWe are seeking a highly skilled and motivated Associate to join our Wealth Management team. As an Associate, you will play a key role in providing ongoing client service and high-quality support to Financial Advisers and Partners within Perpetual Wealth Management.Perpetual Group is a leading financial services company with a strong presence in...

  • Wealth Management Associate

    3 weeks ago

    Brisbane, Queensland, Australia Perpetual Full time

    About the RoleWe are seeking a highly skilled and motivated Wealth Management Associate to join our team at Perpetual. As a key member of our team, you will be responsible for providing exceptional client service and support to our Financial Advisers and Partners.As a Wealth Management Associate, you will have the opportunity to work with a diverse range of...

  • Wealth Management Associate

    1 month ago

    Brisbane, Queensland, Australia Perpetual Full time

    About the RoleWe are seeking a highly skilled and motivated Associate to join our Wealth Management team. As an Associate, you will play a key role in providing ongoing client service and high-quality support to Financial Advisers and Partners within Perpetual Wealth Management.The successful candidate will have a strong understanding of investments and...

  • Senior Project Manager

    5 days ago

    Brisbane, Queensland, Australia AU | FNZ Securities (Australia) Limited Full time

    We are seeking a highly skilled Senior Project Manager to lead our global delivery team. As Head of Delivery and Operations, you will be responsible for managing effective relationships with stakeholders and driving the successful on-time delivery of projects for FNZ Capital Markets solutions globally.The ideal candidate will have extensive experience of...

  • Senior Associate

    1 month ago

    Brisbane, Queensland, Australia businessDEPOT Full time

    Unlock Your Potential in Succession LawAt businessDEPOT Legal, we're seeking a motivated Junior Lawyer to join our Wealth Advisory division in Brisbane. As a key member of our team, you'll have the opportunity to work with clients navigating the complexities of succession law with compassion and expertise.Key Responsibilities:Assist in drafting wills, powers...

  • Wealth Management Associate

    1 week ago

    Brisbane, Queensland, Australia Perpetual Full time

    About the RoleThe successful candidate will play a key role in providing ongoing client service and high-quality support to Financial Advisers and Partners within Perpetual Wealth Management.As a member of our team, you will be responsible for attending and actively participating in client meetings, arranging and coordinating documentation, and overseeing...

  • New Business Development Manager, Wealth

    7 days ago

    Brisbane, Queensland, Australia AMP - General Full time

    About the RoleWe are seeking a highly motivated and experienced New Business Development Manager to join our Wealth team at AMP. As a key member of our sales team, you will be responsible for growing our new independent advisers' funds under administration in our flagship platform & master trust products through new business sales.Key ResponsibilitiesDevelop...

  • New Business Manager, Wealth Development

    1 week ago

    Brisbane, Queensland, Australia AMP - General Full time

    Job DescriptionWe are seeking a highly motivated and experienced Business Development Manager to join our team at AMP. As a key member of our Wealth Management team, you will be responsible for growing our new independent advisers' funds under administration in our flagship platform & master trust products through new business sales.Key...

  • Senior Private Banker

    3 days ago

    Brisbane, Queensland, Australia Australia and New Zealand Banking Group Limited (ANZ) Full time

    About the RoleAs a Senior Private Banker at ANZ, you will be responsible for managing a portfolio of high-value clients with complex banking and wealth needs. You will be the primary relationship contact, working closely with clients to understand their goals and objectives, and providing tailored solutions to meet their needs.Key ResponsibilitiesDevelop and...

  • Senior Manager

    1 month ago

    Brisbane, Queensland, Australia MMG Australia Full time

    Senior Manager - Strategy and DevelopmentWe are seeking an experienced Senior Manager to lead the development of long-term growth strategies at Dugald River Mine, a world-class zinc operation.About the Role:Develop and implement growth and innovation strategies to maximise the potential of the Dugald River asset.Collaborate with the Dugald River leadership...

  • Senior Accountant

    3 weeks ago

    Brisbane, Queensland, Australia ROC Consulting Full time

    Senior Accountant OpportunityROC Consulting is seeking a highly skilled Senior Accountant to join their team in Aspley. This is a rare opportunity to work with a well-established accounting firm that provides a stable client base with services ranging from tax, bookkeeping, SMSF, and wealth creation.Key Responsibilities:Provide technical tax expertise to...

  • Senior Frontend Web Developer

    4 weeks ago

    Brisbane, Queensland, Australia Integral Senior Living Full time

    About the RoleWe are seeking a highly skilled Senior Frontend Web Developer to join our professional services team. As a key member of our team, you will have the opportunity to work on a variety of projects across different sectors, focusing on delivering high-quality technical solutions that meet our clients' needs.Key Responsibilities:Lead the technical...

  • Senior Internal Audit Professional

    6 days ago

    Brisbane, Queensland, Australia Ethos BeathChapman Full time

    We are seeking an experienced Internal Audit professional to join our team at Ethos BeathChapman. The successful candidate will have a strong background in Financial Services, Banking, Wealth Management, Investment, and Insurance, with a minimum of 5 years' experience in Internal Audit.The Senior Internal Auditor will play a pivotal role in assisting the...

  • Senior Tax Advisor

    1 month ago

    Brisbane, Queensland, Australia ROBERT WALTERS AUSTRALIA Full time

    About the RoleWe are seeking a highly skilled Senior Tax Advisor to join our team in Brisbane CBD. As a key member of our team, you will play a crucial role in providing high-quality technical advice and managing Australian reporting obligations for GST and Insurance Duty.Key ResponsibilitiesProvide timely and customer-focused advice on indirect tax risks...