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Senior Wealth Strategist

1 month ago

Brisbane, Queensland, Australia Commonwealth Bank of Australia Full time

Commonwealth Bank of Australia

About the Opportunity:

We are seeking a Senior Wealth Strategist to join our QLD Ultra High Net Worth Team. As an Associate Director, you will provide clear specialisation and segmentation into the UHNW market.

Your key responsibilities will include:

  • Managing a portfolio of UHNW customers and working with them on their current and future financial goals.
  • Guiding customers through key milestones in their home buying, asset acquisition, and investment process with seamless communication.
  • Structuring applications for loans, credit cards, and other products, managing through the process to completion and keeping your customers updated throughout this process.
  • Working with your networks to introduce new clients into Commonwealth Private to enjoy our whole of wallet opportunities we provide.
  • Researching the broader market, economic, and industry changes affecting customers and the Group.
  • Sharing best practice with colleagues through coaching and capability uplift sessions.
  • Supporting customers by taking action on feedback and correcting any service breaks to drive improvement.
  • Supporting internal stakeholders with information to assist the end-to-end service of your clients.
  • Working in partnership with the UHNW director in the management of UHNW clients with a focus on patch growth while managing a portfolio of their own.

To be successful in this role, you will have:

  • Proven complex consumer & commercial lending experience, knowledge of ultra-high net worth client needs, and ideally a network of clients and referrers.
  • Recent experience in a similar role from within Private Banking, Business/Commercial Banking or similar.
  • Experience in residential and commercial lending, including complex lending structures, and the ability to interpret complex financials.
  • Demonstrated ability to develop new networks and maintain effective relationships with ultra-high net worth clients.
  • Tertiary qualifications in Commerce, Business, or related field (preferred).
  • RG146 (preferred).

Estimated Salary: $120,000 - $180,000 per annum.