High-Net-Worth Client Advisor
2 weeks ago
As a Private Wealth Graduate, you will be an integral part of our high-performing team, working closely with colleagues and clients to deliver exceptional results. This is an excellent opportunity to develop your skills and build a rewarding career in the financial services industry.
The 15-month graduate program is designed to provide you with the knowledge, skills, and experience necessary to succeed in this field. You will work on a range of projects, including product control, accounting support, and financial analysis, as well as assist with funds transfer pricing activities and prepare key reporting packs.
You will also have the opportunity to work with a team of experienced private bankers to provide tailored banking solutions for high-net-worth customers, develop strong customer relationship skills, and construct lending proposals tailored for high-net-worth individuals.
In addition to your technical skills, you will gain valuable experience in portfolio analysis, liquidity and rates modeling processes, and cash-flow planning. You will also have the opportunity to participate in strategic projects to support the growth and performance of the business.
We are looking for motivated and innovative individuals who are passionate about making a positive impact in the lives of our customers and communities. If you have a strong academic background, excellent communication skills, and a desire to learn and grow, we encourage you to apply for this exciting opportunity.
Key Responsibilities- Assist in the provision of product control, accounting support, and financial analysis
- Assist in Funds Transfer Pricing activities
- Prepare key reporting packs and group financial results
- Perform liquidity and rates modeling processes
- Undertake portfolio analysis
- Work with a team of Private Bankers to provide tailored banking solutions for high-net-worth customers
- Develop and build strong customer relationship skills
- Construct lending proposals tailored for high-net-worth individuals
- Participate in strategic projects to support the growth and performance of the business
To be eligible for this role, you must have:
- Australian or New Zealand citizenship or be an Australian Permanent Resident at the time of applying
- Have completed an undergraduate or postgraduate degree in the past three years (2024, 2025 or 2026) or be due to complete it by the commencement of the program
As a Private Wealth Graduate, you will have access to a range of benefits, including:
- Opportunities for professional development and growth
- Collaborative and supportive team environment
- Competitive remuneration package
- Flexible work arrangements
- Recognition and rewards for outstanding performance
At [Company Name], we value diversity and inclusion and are committed to creating a workplace culture that is equitable, inclusive, and respectful. We believe that everyone deserves to feel valued, respected, and supported, regardless of their background, identity, or characteristics.
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