Premier Banking RM for High-Net-Worth Clients (Hybrid)

Commonwealth Bank; Perth; Hybrid; AUD 95,000 - 135,000; Full time

Job summary

Commonwealth Bank is seeking a Relationship Manager for Premier Banking to oversee a high-net-worth portfolio and deliver tailored lending and investment solutions. You will build trusted relationships through proactive servicing and regular financial health checks, aiming to grow client assets and ensure exceptional experiences.

The role offers development pathways, market-leading training, and flexible hybrid working arrangements to balance client needs with work life balance.

Qualifications

• Experience in complex mortgage lending and related financial products.
• Proven ability to drive client acquisition and service quality.

Responsibilities

• Manage high-net-worth Premier clients through regular contact and follow‑up.
• Perform quality financial health checks and identify growth opportunities.
• Provide tailored lending and investment solutions to meet client goals.
• Collaborate with specialists across banking areas for holistic client service.
• Maintain end-to-end ownership of the portfolio, from onboarding to growth.
• Refer clients to specialists for planning, risk insurance, and business needs.

Skills

Complex mortgage lending

Sales

Relationship building

Customer service

Education

Certificate IV in lending

FSRA Tier 2 accreditation (preferred)

Job description

Commonwealth Bank is seeking a Relationship Manager for Premier Banking to oversee a high-net-worth portfolio and deliver tailored lending and investment solutions. You will build trusted relationships through proactive servicing and regular financial health checks, aiming to grow client assets and ensure exceptional experiences.

The role offers development pathways, market-leading training, and flexible hybrid working arrangements to balance client needs with work life balance.