Listed 13 days ago
Associate Private Banker
Profusion Group
Apply
via profusiongroup.com
Account & Relationship Management
- Location
- Brisbane, QLD
- Type
- Full-time
About the role
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 collaborative, high-performing environment 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
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 0413779752.
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.
Join a leading Australian financial institution providing tailored banking and wealth solutions to high-net-worth individuals and family groups. The business offers a collaborative, high-performing environment 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
- 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
- Clear career progression into Private Banking
- Exposure to sophisticated HNW client portfolios
- Work closely with experienced Senior Private Bankers
- Flexible working arrangements
- Ongoing learning and development
- Competitive employee benefits and wellbeing programs
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 0413779752.
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.
Apply
via profusiongroup.com
