Private Wealth Career Opportunity

16 hours ago

Sydney Melbourne, Australia beBeeInvestment Full time $60,000 - $70,000

We are seeking motivated and innovative individuals to join our organization in a Private Wealth Graduate Program.

About Our Team

We deliver exceptional advice and establish enduring client relationships through holistic banking, lending, wealth, and investment solutions.

Our team comprises specialists in banking, investments, and advice who work collaboratively to achieve results.

Key Responsibilities:
  • Assist in product control, accounting support, and financial analysis.
  • Support Funds Transfer Pricing activities.
  • Prepare key reporting packs and group financial results.
  • Perform liquidity and rates modelling processes.
  • Undertake portfolio analysis.
  • Work with Private Bankers to provide tailored banking solutions.
  • Develop strong customer relationship skills.
  • Construct lending proposals for high-net-worth individuals.
  • Collaborate with teams across the organization to meet client needs.
  • Develop an understanding of banking and investment products.
Benefits of Working with Us:

A diverse and inclusive workplace where everyone feels valued and appreciated.

Opportunities for growth and development in a supportive and collaborative environment.

Hands-on experience working on innovative projects and developing meaningful work.

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