Senior Private Banker

 

Description:

As the Private Banker you will be the single point of contact for a portfolio of ultra high value clients. You will manage the unique needs of your clients across a whole range of banking needs , whilst developing and managing long term sophisticated relationships.

 

As a Private Banker you will be responsible for the management of some of the most valuable Private Client relationships.

Responsibilities include

  • Develop and manage a flagship portfolio of Private clients,
  • Identify new business and referral opportunities and establish, develop and utilise networks of internal and external contacts
  • Delivering consumer and business lending solutions,
  • Use experience and knowledge to help clients preserve and grow their wealth
  • Prepare and submit for approval consumer and business lending proposals outside own authority with full justification for recommendations
  • Builds and maintains understanding of wealth management, financial planning, capital markets, and the financial services industry to develop appropriate business strategies
  • Role model and develop core client relationship skills that drive business growth across the team
  • Assisting in business growth capability uplift.

    Skills required:
  • Previous experience within Private Banking, Corporate banking, Asset Management, Markets and/or Investment banking.
  • Previous banking experience dealing with High Net-worth Clients
  • Comprehensive understanding of Business, Private & Corporate banking products and services.
  • Strong knowledge of the domestic and global competitive environment.

Organization Robert Walters
Industry Banking / Financial Services Jobs
Occupational Category Senior Private Banker
Job Location Melbourne,Australia
Shift Type Morning
Job Type Full Time
Gender No Preference
Career Level Intermediate
Experience 2 Years
Posted at 2021-10-20 3:19 pm
Expires on 2024-12-26