High Net Worth Banking Director
4 weeks ago
We provide exceptional personal service and trusted advice to high-net-worth individuals who invest or borrow at least AU$2.5 million.
SalaryThe estimated annual salary for this role is around AU$120,000 - AU$180,000 based on industry standards in Australia.
Job DescriptionAs a Director in the South Australian Client Acquisition Team, you will have proven lending experience and expert knowledge of high and ultra-high net worth client needs. You will guide clients throughout their lending journey and build new client relationships by advocating for CBA products.
Main Responsibilities- Guide clients through their lending journey with essential experiences and insights.
- Build new client relationships and identify business development opportunities.
- Determine suitable lending solutions and submit applications.
- GrowCount your business by building external referral sources and seeking referrals from existing customers.
To be successful in this role, you will need:
- Recent experience in residential and commercial lending, including complex structures.
- A demonstrated ability to develop new networks and maintain effective relationships with high and ultra-high net worth clients.
- Tertiary qualifications in Commerce or related field (desirable).
- RG146 certification (desirable).
Commonwealth Bank Group offers various benefits, including professional development opportunities and a supportive work environment.
This role is open to internal candidates and those interested in joining our team can apply through Sidekick.
-
High Net Worth Client Acquisition Director
3 weeks ago
Adelaide, South Australia Commonwealth Bank of Australia Full timeAbout the OpportunityCommonwealth Private, a division of the Commonwealth Bank of Australia, is seeking a self-motivated and professional Director to join our high-performing team in South Australia. As a key player in our Client Acquisition Team, you will leverage your expertise in lending and deep understanding of high and ultra-high net worth client needs...
-
High Net Worth Client Solutions Manager
4 weeks ago
Adelaide, South Australia Commonwealth Bank of Australia Full timeAbout Commonwealth PrivateAt Commonwealth Private, we strive to deliver exceptional personal service and trusted advice to high-net-worth individuals seeking investment or borrowing opportunities exceeding AU$2.5 million.We leverage our extensive research capabilities and the resources of the Commonwealth Bank Group to offer a comprehensive range of...
-
Adelaide, South Australia Commonwealth Bank of Australia Full timeAbout Commonwealth PrivateAs a leading provider of financial services, we strive to deliver exceptional personal service and trusted advice to high-net-worth individuals. Our goal is to offer clients a comprehensive range of solutions and market-leading products that cater to their unique needs.We leverage our superior research capabilities and extensive...
-
Senior Private Wealth Manager
4 weeks ago
Adelaide, South Australia Commonwealth Bank of Australia Full timeAbout Commonwealth PrivateAs a leading provider of private banking services, we strive to deliver exceptional personal service and trusted advice to high-net-worth individuals with significant investment or borrowing requirements.
-
Business Leader for High Net Worth Clients
3 weeks ago
Adelaide, South Australia BDO Australia Full timeJob DescriptionWe are seeking an experienced Business Leader to join our Adelaide Business Services team at BDO Australia.Key Responsibilities:Create long-term relationships with high net worth clients by providing exceptional service and tailored business solutions.Serve as a mentor and leader, guiding junior and senior accountants in workflow management...
-
Senior Financial Services Manager
3 weeks ago
Adelaide, South Australia Commonwealth Bank of Australia Full timeAbout UsCommonwealth Private, a division of the Commonwealth Bank of Australia, is dedicated to providing exceptional personal service and trusted advice to high-net-worth individuals seeking investment or borrowing opportunities. Our team of experts offers a comprehensive range of solutions and market-leading products to help clients achieve their financial...
-
Senior Banking Director
1 month ago
Adelaide, South Australia Commonwealth Bank of Australia Full timeSeize a Leadership Role in Commercial BankingWe are seeking an experienced Senior Banking Director to lead our Commercial Banking team in Adelaide, driving business growth and delivering exceptional customer outcomes.About the RoleThe ideal candidate will possess strong commercial acumen, with expertise in credit and risk management. You will be responsible...
-
Senior Wealth Strategist
1 month ago
Adelaide, South Australia Mutual Trust Full timeAbout the RoleMutual Trust is seeking an experienced Director of Wealth to join our Adelaide team. This role is integral to our ongoing expansion, driven by strong organic growth and the addition of new clients through targeted initiatives.Key ResponsibilitiesProvide strategic investment advice and other financial services to high-net-worth clients.Shape the...
-
High-End Travel Business Manager
4 weeks ago
Adelaide, South Australia Travel Trade Recruitment Full timeWe are seeking a seasoned travel professional to lead our team of luxury travel specialists in curating exceptional experiences for high-net-worth clients.Job Summary:Oversee a dynamic team of consultants, ensuring top-tier service and performance.Craft bespoke travel itineraries for exclusive clients to the world's most luxurious destinations.Maintain the...
-
High-End Luxury Travel Operations Manager
2 weeks ago
Adelaide, South Australia Travel Trade Recruitment Full timeLuxury travel is a highly competitive industry that demands exceptional leadership and expertise. As a Luxury Leisure Travel Team Leader, you will be responsible for overseeing a team of talented consultants who cater to high-net-worth clients.The ideal candidate will possess strong leadership skills, a deep understanding of the luxury travel market, and...
-
High-End Travel Business Development Manager
3 weeks ago
Adelaide, South Australia Travel Trade Recruitment Full timeWe're seeking a seasoned luxury travel professional to lead our team of elite consultants, delivering bespoke travel experiences to high-net-worth clients.As a Luxury Leisure Travel Team Leader at Travel Trade Recruitment, you'll oversee a dynamic team, managing complex travel requests and driving sales growth.This is an exceptional opportunity to leverage...
-
Senior Financial Advisor
4 weeks ago
Adelaide, South Australia BDO Australia Full timeAbout the OpportunityBDO's Business Services division provides exceptional value to our clients by delivering world-class advisory and compliance services. Our focus is on ensuring our clients' success across various industries, from emerging businesses to high-income/high-net worth individuals.
-
Financial Services Professional
3 weeks ago
Adelaide, South Australia BDO Australia Full timeCompany OverviewBDO Australia is a leading provider of professional services, dedicated to helping clients succeed in every aspect of their business. Our Business Services division offers world-class advisory and compliance services to emerging businesses, fast-growing corporate groups, and high-income/high-net-worth individuals across all industries.
-
Executive Business Service Leader
4 weeks ago
Adelaide, South Australia BDO Australia Full timeAbout BDO AustraliaBDO is a leading professional services firm that provides world-class advisory and compliance services to emerging businesses, fast-growing corporate groups, and high-income/high-net-worth individuals and family groups across various industries.We are committed to delivering exceptional results under pressure, fostering a culture of...
-
High-End Travel Business Development Manager
3 weeks ago
Adelaide, South Australia Travel Trade Recruitment Full timeLead a Team of Luxury Travel SpecialistsIn this prestigious role, you'll oversee a team of experienced consultants and manage elite clientele to deliver bespoke travel experiences without face-to-face consulting. Our luxury travel business requires an exceptional leader with expertise in handling high-net-worth clients, crafting personalized itineraries, and...
-
Wealth Management Strategist
4 weeks ago
Adelaide, South Australia Mutual Trust Full timeAbout Mutual TrustMutual Trust is a leading multi-family office providing integrated wealth services to high-net-worth clients, family businesses, and individuals. Our purpose is to empower families to achieve their goals.Job DescriptionAs a Director of Wealth at Mutual Trust, you will play a critical role in delivering exceptional wealth management services...
-
High-End Travel Business Manager
4 weeks ago
Adelaide, South Australia Travel Trade Recruitment Full timeLuxury Travel Leadership OpportunityAre you a seasoned luxury travel professional looking to take your expertise to the next level? Do you excel in fast-paced, high-reward environments?This is an exciting chance to lead a dynamic team of luxury travel specialists and curate unforgettable experiences for elite clientele. You will oversee a talented team,...
-
Luxury Travel Team Lead
4 weeks ago
Adelaide, South Australia Travel Trade Recruitment Full timeLuxury Travel Team LeaderWe are seeking a high-achieving Luxury Travel Team Leader to lead our dynamic team of luxury travel specialists. In this role, you will oversee the delivery of bespoke travel experiences for our elite clientele, utilizing your expertise in curating unforgettable travel adventures.Key Responsibilities:Lead and Mentor Team: Lead and...
-
Corporate Finance Specialist
4 weeks ago
Adelaide, South Australia BDO Australia Full timeCompany OverviewBDO Australia's Business Services division is dedicated to delivering world-class advisory and compliance services to its clients. With a strong focus on emerging businesses, fast-growing corporate groups, and high-income/high-net-worth individuals and family groups, our team offers a range of services across all industries.We are committed...
-
Construction Project Director
2 weeks ago
Adelaide, South Australia Randstad Full timeAbout the Company">Established in South Australia and Victoria for over 25 years, this reputable construction company has built a strong presence in various sectors. As part of a prominent Australian development group, they deliver integrated construction services, ensuring certainty of delivery, efficient project execution, and risk mitigation.">The Role...