Private Wealth Executive
Private Wealth Executive
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Job Description
Utilising your superior acquisition skills to proactively drive new HNW client growth. Youll be at the forefront of developing and growing a portfolio of high-net-worth Private Banking client relationships. With our comprehensive offering you will provide unique insights and opportunities for our HNW clients. Collaborating with our Global Investment Services team to deliver world-class investment solutions. Youll work full-time in our vibrant Melbourne office where youll be surrounded by a dynamic team and a supportive environment.
What do I need
- Proven success in building deep client relationships in the HNW/UHNW sector.
- Tangible success in client acquisition and/or business development in Banking Investment or Wealth.
- Strong capability in delivering a holistic banking wealth and service proposition to Private clients.
- Evidence of strong collaboration with peers across different teams and/or segments.
- Strong competence in managing compliance and risk including AML/KYC obligations.
- Special offers on banking products and discounts from top brands including generous employee-only mortgage rates!
- Flexible work arrangements to help you achieve a greater work/life balance and a variety of leave options including Culture Lifestyle and Wellbeing leave.
- Tailored learning and development opportunities to help your grow your career within the bank.
- Lots of opportunities to give back to the Community by getting involved in our many volunteering initiatives.
Employment Type
Full-Time
