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Private Wealth Manager
2 months ago
About Commonwealth Private
We strive to provide exceptional personal service and trusted advice to high-net-worth individuals who have the intention to invest or borrow at least AU$2.5million. Our breadth of experience allows us to offer clients a comprehensive range of solutions, market-leading products, and innovative investment opportunities.
We are backed by superior research capabilities and the extensive resources of the Commonwealth Bank Group, helping our clients achieve the best possible outcomes. Our team of experts specializes in banking, lending strategic advice, investments, and insurance, located across Australia.
About the Role
We are seeking self-motivated and professional private/business bankers to join our high-performing team. As a Private Banker, 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 be successful, you will be innovative, driven, analytical, quick to learn, and ambitious. In addition, you will have:
- Recent experience in a similar lending-focused role from within Private Banking, Business Banking, or similar.
- Portfolio management experience.
- Existing referral networks (this role will focus on first-party lending, so having your own referral networks is 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).
