- Manage and grow an established portfolio of high-net-worth and ultra-high-net-worth clients, providing tailored private banking, lending and wealth solutions.
- Structure complex credit facilities and generate new business through referrals and professional networks.
- Collaborate with credit, investment and risk teams, drawing on strong relationship management, commercial judgement and credit knowledge.
- Competitive salary, bonus, and hybrid work flexibility
- Acquisition portfolio
- Brisbane CBD
About the Role
Manage and grow a portfolio of high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, providing tailored private banking, lending and wealth solutions. You'll have dedicated 1:1 support from a Private Banking Assistant, allowing you to focus on building client relationships, growing your portfolio and delivering tailored financial solutions.
The Benefits
- Work alongside a highly regarded and experienced leadership team
- Competitive base salary and performance-based bonus
- Extensive employee benefits and flexible working arrangements
- Long-term career opportunities across private banking and wealth
Key Responsibilities
- Manage and grow an established HNW/UHNW client portfolio
- Deliver tailored private banking, lending and wealth solutions
- Structure complex credit facilities and bespoke lending arrangements
- Generate new business through referrals and professional networks
- Partner with credit, investment and risk teams to deliver client outcomes
Skills & Experience
- RG146 certification
- Proven experience managing and growing HNW client portfolios
- Background in private banking, wealth or commercial lending
- Strong credit knowledge and commercial judgement
- Proven relationship management and business development capability
- Confidence managing complex client needs with discretion
About the Company Join a leading national financial institution recognised for its premium private banking and wealth offering. With access to extensive domestic and international investment capabilities, the organisation provides sophisticated clients with highly personalised financial solutions.
What Next?
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.
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Skills
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