The role involves managing and growing a portfolio of high-net-worth clients by delivering tailored banking and lending solutions
Job Summary
The role involves managing and growing a portfolio of high-net-worth clients by delivering tailored banking and lending solutions.
Candidates will be expected to build networks to attract new clients while navigating compliance and regulatory frameworks.
The company offers access to cutting-edge research and resources within a collaborative team environment backed by Australia's leading financial institution.
Matching Summary
The role involves managing and growing a portfolio of high-net-worth clients by delivering tailored banking and lending solutions.
Skills & Requirements
Must-have
Proven experience in Private Banking
Strong relationship management skills
Expertise in consumer residential lending
Ability to develop trusted client relationships
Detailed understanding of wealth landscape
Nice-to-have
Tertiary qualifications in Commerce or Business
RG146 accreditation
Collaborative team-oriented environment
Flexible working arrangements
Key Requirements
Experience in Private Banking or Commercial Banking