Senior Private Banker

7 days ago

Brisbane, Queensland, Australia Commonwealth Bank of Australia Full time

About us

At Commonwealth Bank of Australia, we strive to deliver exceptional personal service and trusted advice to high net worth and ultra-high net worth individuals. Our comprehensive range of solutions and market-leading products enable us to offer clients innovative investment opportunities.

We leverage our superior research capabilities and extensive resources 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.

About the opportunity

We are seeking a self-motivated and professional private/business banker to join our high-performing team. As a Director in the QLD Ultra High Net Wealth Team, you will have proven complex lending experience, expert knowledge of ultra-high net worth client needs, and an established network of clients and referrers.

Key responsibilities:

  • Guide clients and business partners throughout their lending journey, providing essential insights for developing authentic long-term relationships.
  • Build new client relationships and identify business development opportunities by advocating for CBA and CBA products.
  • Establish your personal brand and network in the community to enhance your credibility.
  • Determine suitable lending solutions with prospective homebuyers and submit lending applications.
  • Grow your business by building and maintaining external referral sources and seeking external referrals from existing customers.
  • Refer customers with complex financial needs to specialists within the Group.
  • Research market trends, economic changes, and industry developments affecting customers and the Group.
  • Share best practices, productivity ideas, and implement continuous improvement initiatives.
  • Support the Private Banking team by inspiring, developing, and growing colleagues.

About you

To be successful in this role, you will have:

  • 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.
  • Tertiary qualifications in Commerce, Business, or related field (preferred).
  • RG146 (preferred).

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