Elite Banking Professional

1 day ago


Melbourne, Victoria, Australia Commonwealth Bank Full time

Company Overview: Commonwealth Bank is a leading financial institution in Australia, committed to providing exceptional service and innovative solutions to its clients.

About the Role: We are seeking an experienced Associate Director to join our Ultra High Net Worth (UHNW) team, responsible for managing a portfolio of high-net-worth clients and working closely with them to achieve their financial goals.

About You: To be successful in this role, you will have

  • proven complex consumer & commercial lending experience
  • knowledge of ultra-high net worth client needs
  • a network of clients and referrers
and ideally recent experience in a similar role from within Private Banking, Business/Commercial Banking or similar. You will also have experience in residential and commercial lending, including complex lending structures and the ability to interpret complex financials.

Key Responsibilities: Your key responsibilities will include

  • managing a portfolio of UHNW customers
  • working with clients on their current and future financial goals
  • guiding clients through key milestones in their home buying, asset acquisition and investment process
  • structuring applications for loans, credit cards and other products
In addition, you will work with your networks to introduce new clients into Commonwealth Private, research the broader market, share best practice with colleagues, support customers by taking action on feedback, and support internal stakeholders with information to assist the end-to-end service of your clients.

Required Skills and Qualifications: To be successful in this role, you will need

  • tertiary qualifications in Commerce, Business, or related field
  • RG146 certification
A demonstrated ability to develop new networks and maintain effective relationships with ultra-high net worth clients is also essential.

Salary: The estimated salary for this role is $120,000 - $180,000 per annum, depending on experience. We offer a competitive remuneration package that includes bonuses and benefits, as well as opportunities for career growth and professional development.

Benefits: As an employee of Commonwealth Bank, you will have access to a range of benefits, including health insurance, superannuation, and paid time off. We also offer flexible working arrangements and a comprehensive training program to help you succeed in your role.

Others: If you're a motivated and experienced banking professional looking for a new challenge, we encourage you to apply for this exciting opportunity. Please note that this is a highly sought-after role, and we reserve the right to close applications at any time if suitable candidates are found before the advertised closing date.



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