Description:
- Due to exciting investment in our Commonwealth Private proposition, we have exciting, newly-created opportunities to join our growing team of Private Bankers in Melbourne***
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.
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)
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Advertising End Date: 30/03/2025
27 Feb 2025;
from:
linkedin.com