Competitive salary package + bonus + banking benefits
High-impact client acquisition role within private banking
Work with HNW/UHNW clients in a high-performing team

Company Overview
This organisation is a leading player in the Australian financial services market, offering sophisticated banking and wealth solutions to high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. With a strong focus on client outcomes and innovation, the business provides access to global investment expertise and a collaborative, high-performance culture.

Role Overview
As a Private Executive, you will focus on growing and managing a portfolio of HNW clients, delivering tailored banking and wealth strategies. You will collaborate with internal specialists and leverage investment insights to deepen client relationships and drive current business.
Key responsibilities:
Proactively acquire and onboard HNW/UHNW clients
Build and manage long-term, trusted client relationships
Deliver tailored banking and wealth solutions aligned to client goals
Identify recent opportunities through networking and market insights
Partner with internal teams to enhance client outcomes
Ensure compliance with all regulatory, AML and KYC requirements

Skills & Experience




Proven success in client acquisition within banking or financial services
Solid experience working with HNW/UHNW clients
Ability to deliver holistic financial solutions across banking and wealth
Solid stakeholder engagement and relationship management skills
Solid understanding of compliance, risk, AML and KYC obligations
Commercial mindset with strong business development capability

What’s on Offer
Market-competitive salary package + performance bonus
Access to premium banking products and employee benefits
Flexible working arrangements supporting work-life balance
Ongoing learning and development opportunities
Collaborative, high-performing team environment
Chance to build a robust personal brand in private banking

Click ‘APPLY’ or contact Kim Truong on [email protected].
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 orientation, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply.

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