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.
no -- Principals only. Recruiters, please don't contact this job advertiser.
no -- Please, no phone calls about this job!
no -- Reposting this message elsewhere is NOT OK.
#J-18808-Ljbffr