Ultra High Net Worth Lending Director
5 hours ago
About us
We are a leading provider of personal banking and financial services to high net worth individuals. Our mission is to provide exceptional service, trusted advice and innovative solutions that meet the complex needs of our clients.
With a strong presence across Australia, we offer a comprehensive range of products and services, including lending, banking and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals.
About the opportunity
We are seeking an experienced Director to join our VIC Ultra High Net Wealth Team. The successful candidate will have a proven track record in complex lending, expert knowledge of ultra-high net worth client needs and an established network of clients and referrers.
The role will involve:
- Guiding clients and business partners throughout their lending journey, providing essential insights for developing authentic long-term relationships.
- Building new client relationships and identifying new business development opportunities by advocating for CBA and its products.
- Developing personal brand and network in the community to enhance credibility.
- Determining suitable lending solutions with prospective homebuyers and submitting lending applications.
- Growing business by building and maintaining external referral sources and seeking external referrals from existing customers.
- Referring customers with more complex financial needs to specialists within the Group.
- Researching market trends and economic changes affecting customers and the Group.
- Sharing best practice, productivity ideas and implementing continuous improvement initiatives.
- Supporting the Private Banking team by inspiring, developing and growing colleagues.
About you
To be successful in this role, you will require recent experience in a similar position from within Private Banking, Business/Commercial Banking or similar. You should also have experience in residential and commercial lending, including complex lending structures and the ability to interpret complex financials.
A demonstrated ability to develop new networks and maintain effective relationships with ultra-high net worth clients is essential. Tertiary qualifications in Commerce, Business or related field (preferred) and RG146 (preferred) are also desirable.
Estimated Salary: $120,000 - $180,000 per annum, depending on experience.
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