Private Executive (Melbourne)

Private Executive (Melbourne)

15 Nov
|
Profusion Group
|
Melbourne

15 Nov

Profusion Group

Melbourne

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 new 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 new 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 and preference for recent commercial lending exposure

Strong experience working with HNW/UHNW clients

Ability to deliver holistic financial solutions across banking and wealth

Strong 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

Opportunity to build a strong personal brand in private banking

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.

Additional information

Competitive salary package + bonus + banking benefits

High-impact client acquisition role within private banking

Work with HNW/UHNW clients in a high-performing team

📌 Private Executive (Melbourne)
🏢 Profusion Group
📍 Melbourne

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