Senior Private Banker

Senior Private Banker
Company:

(Confidential)



Job Function:

Finance

Details of the offer

SENIOR PRIVATE BANKER
CBD LOCATION
FULL TIME PERMANENT POSITION


The Role

Use your knowledge and experience in private banking to provide high-quality investment and portfolio management services. Build deep and enduring relationships by servicing and growing clients' needs. Central to the role is client satisfaction and ensuring ongoing customer advocacy. Success in the role requires passion and taking a genuine interest in the lives of your clients.


Day to day, you will:

Identify new business and referral opportunities using a network of internal and external contacts

Assess the economic value and risk of new deals

Use your knowledge and experience to help clients preserve and grow their wealth

Approve lending within your own delegated lending authorities

Prepare and submit consumer and business lending proposals


To be successful, you will have:

Previous experience managing a portfolio of high net worth clients

Extensive knowledge and experience dealing with complex commercial and residential lending scenarios

Previous experience acquiring new clients

Strong knowledge of residential and commercial credit principles

Relevant tertiary qualifications


In return, you will receive:

Great salary, bonus, benefits and company perks

Fantastic management and work culture

Flexible hybrid working arrangements

The opportunity to grow your leadership skills


How to apply

Please apply using the links below or email your application directly to . For a confidential discussion regarding the role, please contact Simon Bonneau on 0436 365 425.

At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.

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Source: Talent2_Ppc

Job Function:

Requirements

Senior Private Banker
Company:

(Confidential)



Job Function:

Finance

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