Premier Relationship Manager – High Net Worth Clients

CommBank

Sydney

On-site

AUD 120,000 - 180,000

Full time

2 days ago
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Job summary

CommBank is seeking an experienced Premier Banking Relationship Manager in Sydney. You will own a portfolio of high net worth customers, coordinating lending, deposits and specialist support to deliver a highly personalised experience.

You will build deep client relationships, anticipate needs, and leverage a strong technology-enabled platform to serve customers across lending and deposits with a proactive, long-term focus.

Qualifications

  • Experience managing a portfolio of Premier or Private Banking customers.
  • Ability to structure complex home and investment lending.
  • Strong focus on delivering a high-quality, personalised customer experience.

Responsibilities

  • Build and deepen trusted, long-term relationships with Premier clients.
  • Manage customers across lending, deposits and everyday banking.
  • Structure and support complex home and investment lending, maintaining ownership throughout the journey.
  • Conduct financial health checks using portfolio insights to identify opportunities.
  • Grow and retain deposits while guiding customers across their overall banking relationship.
  • Proactively manage the portfolio with regular client contact.
  • Attract new Premier customers through referrals and networks.
  • Collaborate with specialists to connect customers with expert guidance.

Job description

CommBank is seeking an experienced Premier Banking Relationship Manager in Sydney. You will own a portfolio of high net worth customers, coordinating lending, deposits and specialist support to deliver a highly personalised experience.

You will build deep client relationships, anticipate needs, and leverage a strong technology-enabled platform to serve customers across lending and deposits with a proactive, long-term focus.

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