Premium Private Banker – Hybrid Wealth Advisor

Macquarie Group; Perth; Hybrid; AUD 180,000 - 260,000; Full time

Benefits offered by this job

Wellbeing leave day

Parental leave (up to 20 weeks)

Flexible working arrangements

Reimbursement for home office setup

Job summary

Macquarie Private Bank seeks a seasoned Private Banker to build and deepen trusted relationships with high-net-worth clients, delivering tailored investment and strategic advice backed by Macquarie’s research and institutional resources. You will coordinate with specialists to provide integrated client solutions and manage advice materials to regulatory standards.

The role emphasizes client focus, market insight, and the ability to open opportunities by leveraging professional networks,

Qualifications

• Completion of FASEA requirements and registration on the ASIC Financial Advice Register in Australia
• Proven track record of delivering compliant and tailored financial planning wealth strategies and investment advice
• Exceptional presentation skills in personal interactions and deliverables
• Ability to build trusted, long-term relationships with clients
• Demonstrated ability to build professional networks that create opportunities to introduce new clients to Macquarie Private Bank

Responsibilities

• Build and deepen trusted relationships with high-net-worth clients and their families
• Deliver tailored investment and strategic advice supported by Macquarie’s insights and institutional capability
• Collaborate with specialists across Macquarie to provide integrated client solutions and a premium experience
• Prepare and oversee high-quality advice and review materials aligned to regulatory requirements
• Contribute to initiatives that drive innovation and reinforce Macquarie Private Bank’s leading position in Australia

Skills

Relationship building

Presentation skills

Networking

Regulatory/compliance awareness

Financial planning experience

Education

FASEA compliance and ASIC registration

Job description

Macquarie Private Bank seeks a seasoned Private Banker to build and deepen trusted relationships with high-net-worth clients, delivering tailored investment and strategic advice backed by Macquarie’s research and institutional resources. You will coordinate with specialists to provide integrated client solutions and manage advice materials to regulatory standards.

The role emphasizes client focus, market insight, and the ability to open opportunities by leveraging professional networks,