Private Banker

3 days ago

Sydney, New South Wales, Australia CommBank Full time

About Commonwealth Private

We are a leading provider of private banking services to high-net-worth individuals, offering a comprehensive range of solutions and market-leading products. Our team of experienced professionals provides trusted advice and outstanding personal service to help our clients achieve their financial goals.

About the Role

We are seeking a self-motivated and professional Private Banker to join our team. As a Private Banker, you will be responsible for developing and growing your portfolio of high-net-worth clients, providing them with a full range of financial services and products, and delivering our client value proposition of outstanding service, tailored advice, and exclusive opportunities.

Key Responsibilities

  • Develop and grow your portfolio of high-net-worth clients through proactive relationship management and business development.
  • Provide clients with a full range of financial services and products, including wealth protection, creation, revenue growth, and new client acquisition.
  • Deliver our client value proposition of outstanding service, tailored advice, and exclusive opportunities.
  • Nurture a network of local internal and external contacts to assist with the origination of new business, new clients, and the gathering of competitive intelligence.
  • Understand and operate within relevant regulatory and compliance legislative frameworks.

About You

To be successful in this role, you will be innovative, driven, analytical, quick to learn, and ambitious. You will also have:

  • Recent experience in a similar lending-focused role from within private banking, business banking, or similar.
  • Portfolio management experience.
  • Existing referral networks.
  • Experience in consumer/residential lending, including complex lending and investments.
  • A demonstrated ability to develop and maintain effective relationships with high-net-worth or complex clients.
  • Tertiary qualifications in commerce, business, or a related field (desirable).
  • RG146 (desirable).

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