02 Nov
|
Profusion PAC
|
Australia
02 Nov
Profusion PAC
Australia
About the Company
Join a leading Australian financial institution providing tailored banking and wealth solutions to high-net-worth individuals and family groups. The business offers a team-oriented, high-performing setting with a strong focus on client relationships and long-term career development.
About the Role
As an Associate Private Banker, you'll work closely with a Senior Private Banker to manage and grow a portfolio of high-net-worth clients. You'll gain exposure across lending, deposits and investment solutions, playing an important role in delivering personalised client outcomes while developing your private banking expertise.
Key Responsibilities
Support the management and growth of HNW client portfolios
Assist with lending, deposit and investment solutions
Manage day-to-day client needs and provide proactive service
Identify opportunities to introduce specialist banking and wealth solutions
Support lending and investment deal origination
Build relationships with internal stakeholders and external referral partners
Maintain strong risk, compliance and governance standards
Skills & Experience
Banking experience across lending, investments or cash management
Exposure to residential and/or business lending
Understanding of credit, risk and compliance frameworks
Strong client service and relationship management skills
Commercial mindset with an interest in identifying growth opportunities
Excellent communication and stakeholder management skills
Proactive, adaptable and keen to develop within private banking
What's on Offer
Clear career progression into Private Banking
Exposure to sophisticated HNW client portfolios
Work closely with experienced Senior Private Bankers
Adaptable working arrangements
Ongoing learning and development
Competitive employee benefits and wellbeing programs
What Next?
Please click on APPLY NOW. Alternatively, if you prefer to discuss this role in confidence before making an informed decision or have any questions, please contact Jesse on 04•••••752.
We are committed to providing a supportive culture and positively contributing towards creating diverse and inclusive workplaces for our candidates & clients. We invite candidates of all ages, genders, sexual orientations, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply.
📌 Associate Private Banker Brisbane (Australia)
🏢 Profusion PAC
📍 Australia