Senior Wealth Manager

1 week ago

Sydney, New South Wales, Australia TR3 Recruitment Full time
Unlock Your Potential as a Senior Private Banker

Join a dynamic team at TR3 Recruitment, a boutique firm specializing in tailored recruitment and consulting services. As a Senior Private Banker, you will play a key role in managing and expanding a high-value portfolio, collaborating with diverse stakeholders, and delivering exceptional customer experiences.

About the Role

As a seasoned private banker or account manager, you will leverage your expertise to attract and integrate new clients, build strong relationships, and identify opportunities for growth. Your exceptional communication skills, negotiation abilities, and client-first mindset will make you a valuable asset to our team.

Key Responsibilities
  • Manage and expand a high-value portfolio, delivering superior customer experiences and personalized solutions.
  • Collaborate with cross-functional teams to achieve business objectives and meet financial targets.
  • Act as a coach and mentor to the team, overseeing risk governance and ensuring compliance with regulatory requirements.
What We Offer

As a Senior Private Banker at TR3 Recruitment, you will enjoy a rewarding career with an exceptional remuneration package, unparalleled growth opportunities, and a dynamic, supportive team environment. Our company champions a family-first culture and boasts an irresistible, flexible work environment.

Requirements
  • Strong commercial acumen and ability to understand financial opportunities and market trends.
  • Confidence working effectively with cross-functional teams and a proven track record of meeting or exceeding financial targets.
  • High ethical standards and a strong commitment to compliance and regulatory requirements in wealth management.
How to Apply

Interested candidates can click 'Apply' now or contact one of our team members for a more detailed conversation. We encourage applicants of all ages, people with a disability, and Aboriginal and Torres Strait Islander people to apply. If you have any support or access requirements, please advise us at time of application.

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