Private Bank Account Manager

Macquarie Group; Sydney; Hybrid; AUD 120,000 - 170,000; Full time

Benefits offered by this job

Wellbeing leave

Parental leave

Volunteer leave

Learning & development

Hybrid working

Salary packaging

Job summary

Macquarie Group in Sydney seeks a driven Private Banking adviser to grow a nationwide High-Net-Worth client portfolio and deliver end-to-end banking solutions.

You will qualify prospects, manage relationships, and coordinate with internal teams to ensure accurate requests and regulatory compliance.

The role offers hybrid working, a comprehensive benefits program, and opportunities to develop wealth advisory expertise.

Qualifications

• Experience in financial services or wealth management with investment knowledge.
• RG146 certification.
• Proficiency in Salesforce.
• Tertiary qualifications in Commerce, Banking, Finance, or related field.

Responsibilities

• Drive business development by qualifying inbound, outbound and web-to-lead prospects for Banking Solutions and Private Bank Advice teams.
• Manage and nurture a nationwide portfolio of High-Net-Worth clients, acting as primary contact.
• Ensure accurate client requests and adherence to internal policies and regulatory standards.

Skills

Sales experience

Client relationship management

Excellent communication

Lending policy knowledge

Education

Commerce/Finance degree

Certificate IV in Finance and Mortgage Broking

Tools

Salesforce

Job description

We empower high-net-worth individuals and families with market-leading investment expertise, innovative thinking, and robust risk management. We are committed to investing in technology to streamline compliance and operational efficiency, enabling you to focus on what matters most: building trusted client relationships and delivering exceptional wealth solutions.

We are a global financial services group operating in 30 markets with 57 years of unbroken profitability. At Macquarie, you’re empowered to shape a career that is fulfilling and creates value. You will bring your insights and expertise to the task at hand and feel supported as you make your own kind of impact for a better future.

What role will you play?

You will drive business development by qualifying inbound, outbound and web-to-lead prospects, ensuring a high conversion rate for both Banking Solutions and Private Bank Advice teams.

In parallel, you will manage and nurture a portfolio of nation-wide High-Net-Worth deposit clients (typically $1m+), acting as their primary point of contact and overseeing the seamless delivery of a suite of banking solutions. By building deep client relationships and collaborating closely with internal teams and advisers, you will deliver an exceptional, end-to-end client experience with a focus on supporting their banking needs.

Your success in the role will be underpinned by ensuring all client requests are handled accurately and efficiently, and that records are maintained in line with internal policies and regulatory standards.

What You Offer

• Passion for delivering exceptional client experiences and building a career in private banking
• Experience in financial services or wealth management, with strong investment/financial advice knowledge
• Proven success in sales roles, with the ability to influence and engage stakeholders
• Excellent communication skills with a proactive, energetic approach
• Strong knowledge of consumer and business lending policies and principles
• RG146 certified, with a commitment to growing wealth expertise
• Certificate IV in Finance and Mortgage Broking (desirable)
• Proficiency in Salesforce (highly regarded)
• Strong drive to grow in private banking and contribute to a collaborative team
• Tertiary qualifications in Commerce, Banking, Finance, or a related field.

We love hearing from anyone inspired to build a better future with us, if you're excited about the role or working at Macquarie we encourage you to apply.

What We Offer

Benefits

At Macquarie, you’re empowered to shape a career that’s rewarding in all the ways that matter most to you. Macquarie employees can access a wide range of benefits which, depending on employment type, include:

• 1 wellbeing leave day per year
• Up to 5 additional service bonus leave days per year
• Up to 20 weeks’ paid parental leave for primary caregivers along with 12 days of transition leave upon return to work, and 6 weeks’ paid leave for non-primary caregivers
• 2 days of paid volunteer leave and donation matching
• Up to 12 months’ gender affirmation leave, including 6 weeks’ paid leave
• Access to Employee Assistance Program and wellbeing benefits including skin and health checks, and flu vaccinations
• Access to a wide range of salary packaging options
• Access to a wide range of learning and development opportunities, including reimbursement for professional membership or subscription
• Hybrid and flexible working arrangements, dependent on role
• Reimbursement for work from home equipment

About Banking and Financial Services

Banking and Financial Services is our technology-driven retail bank. You will be part of a team that supports clients to achieve their full potential - whether that’s buying a home, growing a business or investing to manage wealth.

Inclusion at Macquarie

We are committed to providing an inclusive environment for all, where different experiences, skills and perspectives are valued and respected. Macquarie provides access to opportunities for all individuals regardless of race, colour, religion, sex, sexual orientation, national origin, age, disability, protected veteran status, genetic information, marital status, gender identity or any other characteristic or circumstance.

We provide reasonable adjustments to individuals who may need support during the recruitment process and employment. If you require an adjustment, please let us know during the application process.