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Executive Private Banker

2 months ago


Melbourne, Victoria, Australia CommBank Full time

About Commonwealth Private

At CommBank, 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 enables us to offer clients a comprehensive range of solutions, as well as market-leading products and innovative investment opportunities.

We are backed by superior research capabilities and the extensive resources of the Commonwealth Bank Group, allowing us to help our clients achieve the best possible outcome. Our Private Bankers and Private Wealth Managers specialise in banking, lending, strategic advice, investments, and insurance, located across Australia.

Our vision is to be the private bank successful Australians recommend.

About the Opportunity

Due to ongoing success and growth, we are seeking self-motivated and professional private/business bankers to join our high-performing team. As a Director in the VIC Client Acquisition Team, you will have proven lending experience, expert knowledge of high and 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, leveraging your expertise to develop authentic long-term relationships.
* Build new client relationships and identify new business development opportunities by advocating for CommBank and our products, including lending, banking, and wealth.
* 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 the broader market, economic, and industry changes affecting customers and the Group.
* Share best practice, productivity ideas, and implement continuous improvement initiatives.
* Support the Private Banking team by inspiring, developing, and growing colleagues.

Requirements

* Recent experience in a similar role from within Private Banking, Premier Banking, Business/Commercial Banking, or similar.
* Experience in residential and commercial lending, including complex lending structures.
* Existing clients/referral networks.
* Demonstrated ability to develop new networks and maintain effective relationships with high and ultra-high net worth clients.
* Tertiary qualifications in Commerce, Business, or related field (desirable).
* RG146 (desirable).

If you're already part of the Commonwealth Bank Group, you'll need to apply through Sidekick to submit a valid application. We're keen to support you with the next step in your career.