High-Net-Worth Banking Specialist

2 days ago

Brisbane, Queensland, Australia Commonwealth Bank of Australia Full time

About Commonwealth Private

At Commonwealth Private, we strive to provide exceptional personal service and trusted advice to high-net-worth individuals who have significant investment or borrowing needs. Our breadth of experience enables us to offer clients a comprehensive range of solutions, including market-leading products and innovative investment opportunities.

We leverage our superior research capabilities and extensive resources within the Commonwealth Bank Group to help our clients achieve the best possible outcome. With Private Bankers and Private Wealth Managers located across Australia, we cater to the diverse needs of our clients.

About the Role

We are seeking a self-motivated and professional individual to join our high-performing team as a Private Banker. In this role, you will:

  • Develop and grow your portfolio of high-net-worth clients.
  • Provide clients with a full range of financial services, products, and innovative solutions with a strong focus on 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 succeed, 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, which will be key to your success in this role.
  • 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).

We value diversity and inclusion and welcome applications from all qualified candidates. If you are passionate about providing exceptional service and trusted advice to high-net-worth individuals, we encourage you to apply.

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