Listed 6 days ago
Private Executive
Profusion Group
Apply
via profusiongroup.com
Account & Relationship Management
- Location
- Melbourne, VIC
- Type
- Full-time
About the role
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:
Skills & Experience
What’s on Offer
Click ‘APPLY’ or contact Kim Truong on kim.truong@profusiongroup.com.
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.
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
- 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
Click ‘APPLY’ or contact Kim Truong on kim.truong@profusiongroup.com.
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.
Apply
via profusiongroup.com
