Senior private banker - truly holistic hnw private banking role

My Client:
An exclusive private bank with high end offices based in Sydney CBD, my client is looking to recruit a highly experienced Private Banker to manage and grow a book of HNW and UHNW clients whilst acting as a selfless mentor to the rest of the team. 
The Role:
Reporting to the Director, the incumbent will be responsible for the provision of high quality holistic banking services to meet the needs of the exclusive and long-established portfolio of HNW and Ultra High Net Worth Clients. With the support of highly qualified specialists, you will identify and deliver on the banking needs of the clients, referring them to the appropriate expert when and where appropriate. You will actively promote a holistic banking solution to clients that incorporates all aspects of private banking including complex structured finance, lending, transactional banking, investment advice, estate planning, financial advice/planning..etc. You will be provided full support in you role enabling you to focus on fostering long term client satisfaction as opposed to short term sales.
The Successful Applicant:
You will be a highly driven private banker with a positive track record in the industry or alternatively you may be an experienced business or corporate banker looking to move into private banking. You will also have:

  • 5+ years’ experience in the provision of holistic banking services (including complex lending and financial advice), preferably to HNW clients
  • Tertiary Qualification and preferably DFP/RG146 qualified
  • True creditability around your personal brand with the confidence to build a rapport with highly distinguished clients
  • Extensive understanding of markets and various asset classes as well as an up to date passion for local, national and global economics
What's On Offer?
This is a rare opportunity with a highly respected private bank to take on an autonomous role that has a market leading base/bonus structure as well as a positive work life balance. You will be surrounded and supported by experienced qualified professionals who enjoy a workplace driven by success and growth. 

If you believe that you meet the selection criteria and believe that this is the right opportunity for you, then please apply now!

Additional information
  • Rare opportunity to join a prolific team in this Leading Bank
  • Looking for an experienced private banker to own an exclusive client portfolio
  • $180k base

Profusion Group


Posted: 21 November 2019

Location:  Liverpool, NSW