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 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, specialising in banking, lending, strategic advice, investments, and insurance, are located across Australia.

Our vision is to be the private bank of choice for successful Australians.

About the Opportunity

We are seeking a self-motivated and professional private/business banker to join our high-performing QLD Ultra High Net Wealth Team as an Associate Director. This newly created role is a senior position within the UHNW team, providing clear specialisation and segmentation, and succession into the UHNW market.

Key Responsibilities:

  • Manage a portfolio of UHNW 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 customers updated throughout.
  • Work with 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 customers and the Group.
  • Share best practice with colleagues through coaching and capability uplift sessions.
  • Support customers by taking action on feedback and correcting any service breaks to drive improvement.
  • Support internal stakeholders with information to assist the end-to-end service of clients.
  • Work in partnership with the 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 and 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.
  • This role will focus on networks outside of third-party relationships.
  • Tertiary qualifications in Commerce, Business, or a related field (preferred).
  • RG146 (preferred).

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