Private Banker

1 week ago

Melbourne, Australia Commonwealth Bank of Australia Full time

Private Banker

**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$2.5million. Quite simply, 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 research capabilities and the extensive resources of the Commonwealth Bank Group, so we can help our clients achieve the best possible outcome. We have Private Bankers and Private Wealth Managers specialising in banking, lending strategic advice, investments and insurance located right across Australia.

Our vision is to be the private bank successful Australians recommend.

**About the role**

Due to ongoing success and growth, we are seeking self-motivated and professional private/business bankers to join an already 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 related field (desirable)
- RG146 (desirable)

We're aware of some accessibility issues on this site, particularly for screen reader users. We want to make finding your dream job as easy as possible, so if you require additional support please contact HR Direct on 1800 989 696.

Advertising End Date: 20/09/2024

Job ID REQ218396

  • Private Banker Discovery

    2 weeks ago

    Melbourne, Australia Westpac Banking Corporation Full time

    Private Banker Discovery **How will I help?** As a Private Banker for a Discovery portfolio, you will be the key relationship point for clients typically less complex needs (no GIS, no commercial debt). You will also be responsible for: - Developing and growing a portfolio of high-net-worth client relationships via growth of existing clients - Driving...

  • Private Banker

    2 weeks ago

    Melbourne, Australia Commonwealth Bank Full time

    **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$2.5million. Quite simply, our breadth of experience means that we can offer clients a comprehensive range of solutions as well as market leading products and innovative...

  • Manager, Cls

    2 days ago

    Melbourne, Australia NAB - National Australia Bank Full time

    **Work type**: Permanent Full time **Location**: Aust - VIC Metro - Be recognised as a leader, empowered to deliver and succeed - Lead a team and drive positive outcomes for our bankers and customers - Make an impact and bring your expertise in leadership and lending to this key role **It’s more than a career at NAB. It’s about more opportunity, more...

  • Consultant, Banker Lead Enablement

    1 week ago

    Melbourne, Australia NAB - National Australia Bank Full time

    **Work type**: Permanent Full time **Location**: Aust - VIC Metro - **Opportunity for a **Consultant - Banker Lead Enablement**: - **Showcase your expertise in Project management delivery with focus on data and analytics**: - **We are committed to working flexibly** **It’s more than a career at NAB. It’s about more opportunity, more moments to make a...

  • Direct Banker

    2 days ago

    Melbourne, Australia Bank of Queensland Full time

    **About the Role** An exciting permanent opportunity exists to join BOQ Groups' ME Banks team as a Direct Banker. Support delivery of the ME Business Plan by turning leads into great customer outcomes. Emphasis is to grow the portfolio and exceed acquisition targets with a focus on proactively managing prospective and existing customers to retain as well as...

  • Private Bank Analyst

    2 weeks ago

    Melbourne, Victoria, Australia Commonwealth Bank Full time $90,000 - $120,000 per year

    About us Commonwealth Private strives to provide outstanding personal service and trusted advice to high net worth and ultra-high net worth individuals who have the intention to invest or borrow at least AU$2.5million. Quite simply, our breadth of experience means that we can offer clients a comprehensive range of solutions as well as market leading products...

  • Associate Director

    2 weeks ago

    Melbourne, Australia Commonwealth Bank Full time

    **Commonwealth Private **strives to provide outstanding personal service and trusted advice to high net worth **and ultra-high net worth **individuals. Quite simply, 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...

  • Relationship Associate Private Bank

    2 weeks ago

    Melbourne, Australia NAB - National Australia Bank Full time

    **Work type**: Permanent Full time **Location**: Aust - VIC Metro - **Outstanding opportunity to build and progress your career within B&PB**: - **Collaborative & challenging fast paced culture**: - **Use your expertise to drive positive outcomes for our customers**: - **Permanent Full time Opportunity** **About You** As part of NAB’s ambition to be...

  • Private Bank Analyst

    7 days ago

    Melbourne, Australia Commonwealth Bank Full time

    **About us** **Commonwealth Private**strives to provide outstanding personal service and trusted advice to high net worth and ultra-high net worth individuals who have the intention to invest or borrow at least AU$2.5million. Quite simply, our breadth of experience means that we can offer clients a comprehensive range of solutions as well as market leading...

  • Personal Banker

    2 weeks ago

    Melbourne, Victoria, Australia Bendigo Bank Full time $90,000 - $120,000 per year

    It starts here. With Bendigo Bank… and you.We've never been 'just a bank'. Just like you should never be 'just an employee'. We're united in our belief that in banking, better can be bigger, and together we're making it happen.Your role as a Personal Banker is to deliver an exceptional experience by meeting customers end-to-end banking needs.Whether you're...