Senior Private Banker

2 weeks ago

Sydney, New South Wales, Australia Commonwealth Bank Full time
About the Role

This is a challenging opportunity to join Commonwealth Bank as an Associate Director in their Private Bank, working with high net worth clients and managing a portfolio of ultra-high net worth customers.

Key Responsibilities
  • Manage a portfolio of UHNW customers and work with them on their current and future financial goals
  • Guide customers through key milestones in their home buying, asset acquisition and investment process with seamless communication
  • Structure applications for loans, credit cards and other products, managing through the process to completion and keeping your customers updated throughout this process
  • Work with your networks to introduce new clients into Commonwealth Private to enjoy our whole of wallet opportunities we provide
  • Research the broader market, and economic and industry changes affecting customers and the Group
  • Share best practice with colleagues through coaching and capability uplift sessions
  • Support customers by taking action on feedback and correct any service breaks to drive improvement
  • Support internal stakeholders with information to assist the end-to-end service of your clients
Requirements
  • Proven complex consumer & commercial lending experience, knowledge of ultra-high net worth client needs and ideally a network of clients and referrers
  • 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)
About Commonwealth Bank

Commonwealth Bank is a leading financial institution in Australia, committed to providing exceptional service to its customers. We are seeking a talented and experienced professional to join our team as an Associate Director in Private Banking.

If you are a motivated and results-driven individual with a passion for delivering exceptional customer service, we encourage you to apply for this exciting opportunity.

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