Personal Wealth Manager
18 hours ago
Opportunity Summary
This is a chance to be part of a prestigious Australian financial institution with a reputation for innovation and superior service. The role involves owning a growing portfolio of high net worth (HNW) and ultra high net worth (UHNW) clients, delivering tailored banking and wealth solutions in a relationship-driven environment.
Key Responsibilities
- Deliver expert advice across lending, wealth, and banking services
- Develop complex credit and bespoke lending solutions
- Foster portfolio growth through referrals and new-to-bank clients
- Collaborate closely with credit, investment, and compliance teams
About You
You are an experienced private or senior commercial banker with a proven track record managing HNW/UHNW clients. Your skills include complex lending and credit structuring. A commercial mindset, excellent relationship skills, strong compliance focus, and passion for helping clients build and protect their legacy are essential qualities for success in this role.
Benefits
We offer a supportive culture and contribute positively towards creating diverse and inclusive workplaces for our candidates and clients. We invite applicants from all backgrounds, ages, genders, sexual orientations, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply.
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