Director Private Bank
5 days ago
About us
eFinancialCareers Ltd. is a leading provider of financial career opportunities. Our company strives to provide outstanding 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 means that we can 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 eFinancialCareers Ltd. Group, so we can help our clients achieve the best possible outcome. We have Private Bankers and Private Wealth Managers specialising in banking, lending strategic advice, investments and insurance located right across Australia.
About the opportunity
Director in the QLD Client Acquisition Team, you will have proven lending experience, expert knowledge of high and ultra-high net worth client needs and an already established network of clients and referrers.
Key Responsibilities:
- Guide clients and business partners throughout their lending journey, with experiences and insights that are essential to developing authentic long-term relationships.
- Build new client relationships and identify new business development opportunities by advocating for eFinancialCareers Ltd. and eFinancialCareers Ltd. products, including lending, banking and wealth.
- Build your personal brand and network in the community to enhance your credibility.
- Determine suitable lending solutions with prospective homebuyers and submitting lending applications.
- Grow your business by building and maintaining external referral sources, and seeking external referrals from existing customers.
- Refer customers with more complex financial needs to specialists within the Group.
- Research the broader market, and 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.
About you
To be successful in this role you will have:
- 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.
- A 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).
We are keen to support you with the next step in your career.
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