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Private Banker - Expression of Interest

Job Title: Private Banker - Expression of Interest
Contract Type: Permanent
Location: Melbourne, Victoria
Industry:
Salary: Negotiable
Reference: 208659_1610417847
Contact Name: John Iellamo
Contact Email: johni@porterallen.com.au
Job Published: January 12, 2021 13:17

Job Description

This leading Australian Banking Institution has built an enviable reputation based on trusted financial advice.

They have a well established Private Banking business with a significant share of the Australian Private Wealth market and an unparalleled opportunity has arisen for a driven and energetic Private Banker to deliver the highest level banking and investment management services to a portfolio of High Net Worth customers based in Melbourne.

Key role responsibilities:

- Driving the growth and profitability of a portfolio of HNW clients with borrowings or investments in excess of $3m.
- Undertake quality consultative conversations with clients to understand their needs and identify cross sell opportunities to distribute the Bank's product and service offerings.
- Active involvement in business development and new opportunity identification by prospecting internal and external networks to grow new business.
- Assist clients with often complex decisions around the best way to protect and grow their wealth, structure their investments and balance competing business or wealth demands
- Knowledge of sophisticated investments products, equities markets and taxation/superannuation implications relating to HNW customers.
- Strict adherence to Risk, Compliance and Advice processes and protocols.

The successful candidate will possess:

- Proven track record in a private banking, retail lending, business banking and have the ability to demonstrate historical performance.
- Sound exposure to wealth management products and ability to identify wealth needs for affluent individuals.
- High level of internal motivation and drive to meet and exceed client expectations and business performance requirements.
- Excellent written and verbal communication skills.
- Tertiary qualifications in a related discipline - RG146 is highly desirable.
- Extensive residential and non-specialised commercial property lending skills, including:
o Being able to read and interpret financial statements for individuals, companies and trusts.
o Ability to structure credit proposals and identify and mitigate credit risks - predominantly with credit requests supported by residential freehold property.

This opportunity will appeal to a highly driven professional with a proven track-record in Banking & Finance or Private Wealth.

In return, you will receive a highly competitive salary package and generous incentive scheme, as well as enjoy the excellent culture from a first-class Private Banking practice that is run by some of the best business leaders in Australia.

For a confidential discussion please call John Iellamo on (03) 8080 7234 or click on the apply button below.



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