Current jobs related to Private Wealth Manager - Melbourne, Victoria - Commonwealth Bank
-
Private Wealth Manager
3 weeks ago
Melbourne, Victoria, Australia Westpac Full timeAbout the RoleWe are seeking a highly skilled and experienced Private Wealth Executive to join our team at Westpac. As a key member of our Private Wealth division, you will be responsible for driving new client growth and acquisition opportunities, partnering with Global Investment Services Directors to deliver investment solutions, and contributing to the...
-
Private Wealth Manager
3 weeks ago
Melbourne, Victoria, Australia Westpac Full time{"title": "Private Wealth Opportunity", "description": "Unlock New Opportunities in Private WealthAt Westpac, we're committed to providing a supportive culture and creating diverse, inclusive, and accessible workplaces, branches, products, and services for our customers, employees, and community.We're seeking a Senior Private Wealth Specialist to develop and...
-
Private Wealth Manager
3 weeks ago
Melbourne, Victoria, Australia Westpac Full time{"title": "Private Wealth Opportunity", "description": "Unlock New Opportunities in Private WealthAt Westpac, we're committed to providing a supportive culture and creating diverse, inclusive, and accessible workplaces, branches, products, and services for our customers, employees, and community.We're seeking a Senior Private Wealth Specialist to develop and...
-
Private Wealth Manager
4 weeks ago
Melbourne, Victoria, Australia Westpac Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Private Wealth Specialist to join our team at Westpac. As a key member of our Private Wealth division, you will be responsible for developing and growing a portfolio of high-net-worth Private Banking client relationships.Key ResponsibilitiesProactively identify and pursue new business...
-
Private Wealth Development Manager
2 weeks ago
Melbourne, Victoria, Australia Westpac Full timeAbout the RoleWe are seeking a Senior Private Wealth Specialist to develop and grow a portfolio of high-net-worth Private Banking client relationships through the growth of existing and new-to-bank clients.The ideal candidate will have proven success in building deep client relationships in the HNW/UHNW sector as it pertains to Private Banking, Investment or...
-
Senior Private Wealth Specialist
2 weeks ago
Melbourne, Victoria, Australia Westpac Full timeAbout the RoleWe are seeking a Senior Private Wealth Specialist to join our team at Westpac. As a key member of our Private Wealth division, you will be responsible for developing and growing a portfolio of high-net-worth Private Banking client relationships.Key ResponsibilitiesProactively drive new client growth and acquisition opportunitiesPartner with...
-
Senior Private Banker
4 weeks ago
Melbourne, Victoria, Australia Private Investigator Rayleigh Full timeJob Title: Senior Private BankerAt Private Investigator Rayleigh, we are seeking a highly skilled and experienced Senior Private Banker to join our team.About the RoleWe are looking for a talented individual who can provide high-quality investment and portfolio management services to our high net worth clients. The successful candidate will have a strong...
-
Wealth Management Professional
1 month ago
Melbourne, Victoria, Australia Anton Murray Consulting Full timeJob Title: Wealth Management ProfessionalWe are seeking an experienced Wealth Management Professional to join our team in Melbourne or Sydney. The ideal candidate will have a strong background in wealth management, private banking, and client onboarding, with a focus on KYC and AML regulations.Key Responsibilities:Support operational processes for CIP KYC...
-
Wealth Management Associate
2 weeks ago
Melbourne, Victoria, Australia Anton Murray Consulting Full timeRole SummaryWe are seeking a highly skilled Private Wealth Specialist to join our team at Anton Murray Consulting. As a key member of our Client Reporting Team, you will be responsible for reconciling and analysing Private Wealth Management Client Accounts.Key ResponsibilitiesReconcile client investment data across systems.Reconstruct clients' cost...
-
Wealth Management Associate
4 weeks ago
Melbourne, Victoria, Australia Anton Murray Consulting Full timeAssociate Wealth ManagerWe are seeking a highly skilled Associate Wealth Manager to join our team at Anton Murray Consulting. As a key member of our Client Reporting Team, you will be responsible for reconciling and analysing Private Wealth Management Client Accounts.The successful candidate will support the Director of the team, encompassing various...
-
Wealth Management Associate
4 weeks ago
Melbourne, Victoria, Australia Anton Murray Consulting Full timeAssociate Wealth ManagerWe are seeking a highly skilled Associate Wealth Manager to join our team at Anton Murray Consulting. As a key member of our Client Reporting Team, you will be responsible for reconciling and analysing Private Wealth Management Client Accounts.The successful candidate will work closely with our Director to support various...
-
Wealth Management Associate
4 weeks ago
Melbourne, Victoria, Australia Anton Murray Consulting Full timeAssociate Wealth ManagerWe are seeking a highly skilled Associate Wealth Manager to join our team at Anton Murray Consulting. As a key member of our Client Reporting Team, you will be responsible for reconciling and analysing Private Wealth Management Client Accounts.The successful candidate will work closely with our Director to support various...
-
Private Wealth Career Opportunities
4 weeks ago
Melbourne, Victoria, Australia Perpetual Full timeAbout Perpetual Wealth ManagementPerpetual Wealth Management is a leading diversified financial services company, proud of our heritage and excited about where we are taking our firm, evolving as our markets, clients, people and communities evolve.Our PurposeOur purpose, Enduring Prosperity, is paramount to us. We ensure that everything we do, every day,...
-
Senior Wealth Management Consultant
1 day ago
Melbourne, Victoria, Australia Grant Executive Search Full timeSenior Wealth AdviserThis prestigious organization, a Top Tier Private Clients Group, prides itself on delivering exceptional client service despite challenging global financial conditions. With a strong focus on client values and impressive growth, they are seeking a Senior Wealth Adviser to manage a book of high net worth clients and provide holistic...
-
Wealth Management Specialist
4 weeks ago
Melbourne, Victoria, Australia Anton Murray Consulting Full timeJob Title: Wealth Management SpecialistWe are seeking an experienced Wealth Management Specialist to join our team in Melbourne. As a key member of our Account Management Team, you will be responsible for reviewing and approving client account documentation, ensuring compliance with current AML/KYC requirements.Key Responsibilities:Review and approve client...
-
Wealth Management Specialist
4 weeks ago
Melbourne, Victoria, Australia Anton Murray Consulting Full timeJob Title: Wealth Management SpecialistWe are seeking an experienced Wealth Management Specialist to join our team in Melbourne. As a key member of our Account Management Team, you will be responsible for reviewing and approving client account documentation, ensuring compliance with current AML/KYC requirements.Key Responsibilities:Review and approve client...
-
Wealth Management Specialist
3 weeks ago
Melbourne, Victoria, Australia Anton Murray Consulting Full timeClient Onboarding AssociateWe are seeking an experienced Client Onboarding Associate to join our Account Management Team in Melbourne. Our client is a global tier-one Wealth Management firm.The ideal candidate will have wealth management / retail broking / Wealth Management client onboarding/ KYC / AML experience and ideally some understanding of UK FSA...
-
Wealth Management Specialist
4 weeks ago
Melbourne, Victoria, Australia Anton Murray Consulting Full timeJob Title: Wealth Management SpecialistWe are seeking an experienced Wealth Management Specialist to join our team in Melbourne. As a key member of our Account Management Team, you will be responsible for reviewing and approving client account documentation, ensuring compliance with current AML/KYC requirements.Key Responsibilities:Review and approve client...
-
Wealth Management Specialist
4 weeks ago
Melbourne, Victoria, Australia Anton Murray Consulting Full timeJob Title: Wealth Management SpecialistWe are seeking an experienced Wealth Management Specialist to join our team in Melbourne. As a key member of our Account Management Team, you will be responsible for reviewing and approving client account documentation, ensuring compliance with current AML/KYC requirements.Key Responsibilities:Review and approve client...
-
Senior Private Banker
4 weeks ago
Melbourne, Victoria, Australia Westpac Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Private Banker to join our team at Westpac Private Bank. As a Senior Private Banker, you will be responsible for building and maintaining strong relationships with high net worth clients, identifying and pursuing new business opportunities, and driving growth for our Private Wealth...
Private Wealth Manager
2 months ago
About Commonwealth Private
We are a leading provider of personal banking services to high-net-worth individuals, offering a comprehensive range of solutions, market-leading products, and innovative investment opportunities.
Our Vision
We strive to be the private bank of choice for successful Australians, providing outstanding personal service and trusted advice to help our clients achieve their financial goals.
About the Role
We are seeking a self-motivated and professional Private Banker to join our high-performing team. As a Private Banker, you will:
- Develop and grow your portfolio of high-net-worth clients.
- Provide clients with a full range of financial services, products, and innovative solutions with a strong focus on wealth protection, creation, revenue growth, and new client acquisition.
- Deliver our client value proposition of outstanding service, tailored advice, and exclusive opportunities.
- Nurture a network of local internal and external contacts to assist with the origination of new business, new clients, and the gathering of competitive intelligence.
- Understand and operate within relevant Regulatory and Compliance legislative/frameworks.
About You
To be successful, you will be innovative, driven, analytical, quick to learn, and ambitious. In addition, you will have:
- Recent experience in a similar lending-focused role from within Private Banking, Business Banking, or similar.
- Portfolio management experience.
- Existing referral networks (this role will focus on first-party lending, so having your own referral networks is key to your success in this role).
- Experience in consumer/residential lending, including complex lending and investments.
- A demonstrated ability to develop and maintain effective relationships with high-net-worth or complex clients.
- Tertiary qualifications in Commerce, Business, or a related field (desirable).
- RG146 (desirable).
