Current jobs related to High-Net-Worth Client Acquisitions Specialist - Melbourne, Victoria - Robert Walters

  • High Net Worth Client Acquisition Director

    2 days ago

    Melbourne, Victoria, Australia Commonwealth Bank Full time

    We are seeking a seasoned professional to join our VIC Client Acquisition Team as a key member. In this role, you will apply your lending expertise and knowledge of high and ultra-high net worth client needs to drive business growth and expand our network of clients and referrers.About Our TeamOur VIC Client Acquisition Team is comprised of highly skilled...

  • High Net Worth Advisor

    6 days ago

    Melbourne, Victoria, Australia Westpac Group Full time

    Our purpose is to create better futures together. We believe in empowering our employees to shape their careers and make a meaningful contribution to our business. As a Senior Private Wealth Specialist, you will play a significant part in developing and growing a portfolio of high-net-worth Private Banking client relationships.About the RoleThis exciting...

  • High Net Worth Relationship Manager

    2 days ago

    Melbourne, Victoria, Australia Westpac Full time

    This is a fantastic opportunity to join Westpac as a High Net Worth Relationship Manager. You will work closely with our team to deliver exceptional client experiences and drive business growth.Your primary focus will be on building and maintaining strong relationships with High Net Worth clients, identifying opportunities to increase revenue and improve...

  • Director - Private Bank (client Acquisition)

    2 weeks ago

    Melbourne, Victoria, Australia Commonwealth Bank Full time

    Director - Private Bank (Client Acquisition) About us Commonwealth Private 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$2.5 million.Our breadth of experience means that we can offer clients a comprehensive range of solutions as well as market leading...

  • Director - Private Bank (Client Acquisition)

    2 days ago

    Melbourne, Victoria, Australia Commonwealth Bank Full time

    Director - Private Bank (Client Acquisition)About usCommonwealth Private 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$2.5 million. Our breadth of experience means that we can offer clients a comprehensive range of solutions as well as market leading...

  • Client Relationship Manager

    4 days ago

    Melbourne, Victoria, Australia Commonwealth Bank Full time

    About UsWe are the public face of CommBank, delivering a seamless banking experience for millions of personal and small business customers. We offer market-leading products and services, supported by some of the world's best systems and processes.Our TeamPremier Banking provides Relationship Management to High Net Worth customers within the Customer Service...

  • Senior Lending Specialist

    2 days ago

    Melbourne, Victoria, Australia Commonwealth Bank Full time

    About Commonwealth PrivateWe are a leading private bank that provides outstanding personal service and trusted advice to high net worth individuals. 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.As a key player in the financial services...

  • Private Banker and Relationship Manager

    2 days ago

    Melbourne, Victoria, Australia Commonwealth Bank Full time

    A career opportunity has arisen within our VIC Client Acquisition Team for a skilled and experienced professional to join our high-performing team. As a key member of this team, you will leverage your lending expertise and knowledge of high and ultra-high net worth client needs to drive business growth.About UsCommonwealth Private strives to deliver...

  • Senior Private Wealth Specialist

    1 week ago

    Melbourne, Victoria, Australia Robert Walters Full time

    Senior Private Wealth Specialist (2045090/001) Melbourne, AustraliaDrive growth in high-net-worth (HNW) client acquisition.Collaborate with Global Investment Services Directors to deliver tailored investment solutions.Permanent opportunity with a leading financial institution.What Do I Need?To excel in this role, you'll need:Proven experience in building...

  • Financial Services Specialist

    6 days ago

    Melbourne, Victoria, Australia Click and Connect Online Limited Full time

    **About the Role**As a Financial Services Specialist at Click and Connect Online Limited, you will play a pivotal role in providing tailored financial advice and wealth management solutions to high-net-worth individuals and families.The ideal candidate will have a proven track record in wealth management, exceptional client relationship skills, and a deep...

  • High Net Worth Client Advisor

    6 days ago

    Melbourne, Victoria, Australia Private Investigator Rayleigh Full time

    Job Summary:We are seeking a skilled Senior Private Banker to join our team. The successful candidate will have a proven ability to build strong relationships with clients, identify new business opportunities, and manage complex financial transactions.Key Responsibilities:Develop and execute targeted marketing campaigns to attract new clientsConduct regular...

  • Private Banking Executive

    6 days ago

    Melbourne, Victoria, Australia Westpac Group Full time

    We are seeking a highly skilled and experienced Senior Private Wealth Specialist to join our team. As a key member of our Private Banking group, you will be responsible for developing and growing a portfolio of high-net-worth client relationships.Key ResponsibilitiesProactively drive new HNW client growth and acquisition opportunitiesPartner with Global...

  • Private Banking Specialist

    2 days ago

    Melbourne, Victoria, Australia Westpac Full time

    We are seeking an experienced Private Banking Specialist to join our team at Westpac. In this role, you will partner with Private Bankers to retain and grow new and existing client relationships in the High Net Worth (HNW) segment.Your key responsibilities will include:Developing and maintaining effective relationships with business partners and HNW...

  • Wealth Management Specialist

    6 days ago

    Melbourne, Victoria, Australia Westpac Group Full time

    At Westpac Group, we seek to provide unique and differentiated insights, expertise, and opportunities for high-net-worth clients. Our team of passionate professionals is dedicated to creating a supportive culture that values diversity and flexibility.Job OverviewWe're looking for a Senior Private Wealth Specialist to develop and grow a portfolio of...

  • Mergers and Acquisitions Lead

    6 days ago

    Melbourne, Victoria, Australia High Growth Ventures Full time

    Our TeamWe are a team of passionate professionals at High Growth Ventures, working together to deliver impactful work in an inclusive culture. Our Transaction Services group is growing nationally, and we are seeking a Mergers and Acquisitions Lead to join our team.About the RoleLead mergers and acquisitions projects to support clients in achieving their...

  • Client Acquisition Specialist

    6 days ago

    Melbourne, Victoria, Australia Marsh & McLennan Companies Full time

    Key ResponsibilitiesAs a Client Acquisition Specialist, you will be responsible for identifying and pursuing new business opportunities within a delegated region or industry. You will work closely with senior-level colleagues specialising in various markets and/or industries with various aspects of the deal process to gain broad exposure, new relationships,...

  • Private Wealth Managers

    2 days ago

    Melbourne, Victoria, Australia Commonwealth Bank Full time

    About Commonwealth PrivateWe provide outstanding personal service and trusted advice to high-net-worth individuals who have the intention to invest or borrow. 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...

  • Senior Private Wealth Specialist

    1 week ago

    Melbourne, Victoria, Australia ROBERT WALTERS AUSTRALIA Full time

    Senior Private Wealth SpecialistDrive growth in high-net-worth (HNW) client acquisition. Collaborate with Global Investment Services Directors to deliver tailored investment solutions. Permanent opportunity with a leading financial institution.What Do I Need?To excel in this role, you'll need:Proven experience in building deep client relationships in the...

  • High Net Worth Client Advisor

    4 days ago

    Melbourne, Victoria, Australia Commonwealth Bank Full time

    Role OverviewAs a Relationship Manager at CommBank, you'll be responsible for managing sophisticated relationships through regular contact and follow-up, quality financial health checks and strong market awareness. You'll also proactively build positive relationships with customers by identifying and anticipating their financial needs.ResponsibilitiesManage...

  • Paraplanner for High Net Worth Individuals

    5 days ago

    Melbourne, Victoria, Australia The Andersen Partnership Full time

    Are you a highly organized and detail-focused individual looking for a new challenge?The Andersen Partnership is seeking a skilled Paraplanner to support our team of experienced Financial Planners.About the OpportunityIn this role, you will assist in the preparation of client strategies and advice documents, work closely with the Financial Planners to create...

High-Net-Worth Client Acquisitions Specialist

1 week ago

Melbourne, Victoria, Australia Robert Walters Full time

Robert Walters is a leading financial institution seeking a Senior Private Wealth Specialist to drive growth in high-net-worth client acquisition. This role requires collaboration with Global Investment Services Directors to deliver tailored investment solutions, offering a permanent opportunity for career advancement.

To excel in this position, you will need:

  • A proven track record of building deep client relationships in the HNW/UHNW sector, preferably in Private Banking, Investment, or Private Wealth.
  • Demonstrated success in client acquisition and business development within the Banking, Investment, or Wealth industry.
  • Strong expertise in delivering holistic banking, wealth, and investment solutions for private clients.
  • Effective collaboration across teams and business segments, ensuring seamless service delivery.
  • Solid risk and compliance knowledge, including AML/KYC obligations and client due diligence.