Private Bank Account Manager

Macquarie Bank Limited; Sydney; Hybrid; AUD 100,000 - 130,000; Full time

Benefits offered by this job

Wellbeing leave day

Parental leave

Volunteer leave

Flexible working

Home office support

Job summary

Macquarie Bank Limited is seeking a private banking professional to drive business development and manage a nationwide portfolio of high-net-worth deposit clients (typically $1m+). You will qualify inbound, outbound and web-to-lead prospects and collaborate with Banking Solutions and Private Bank Advice teams for end-to-end client experiences.

You will work in a risk-aware, policy-driven environment, ensuring accurate records and compliant service delivery while building trusted client

Qualifications

• Experience in financial services or wealth management
• Proven sales success and client relationship experience
• Excellent communication and stakeholder management
• RG146 certification or equivalent
• Salesforce proficiency is advantageous
• Knowledge of consumer and business lending policies
• Commerce/Banking/Finance degree or equivalent

Responsibilities

• Drive business development by qualifying inbound, outbound and web-to-lead prospects
• Manage and nurture a nationwide High-Net-Worth deposit client portfolio
• Act as primary point of contact and coordinate delivery of banking solutions
• Build deep client relationships and collaborate with internal teams and advisers
• Ensure requests are handled accurately and records maintained per policies and regulations
• Support the Private Bank Advice teams to deliver end-to-end client experiences

Skills

Sales experience

Communication skills

Wealth management knowledge

Stakeholder engagement

Lending policies knowledge

RG146 certified

Salesforce proficiency

Education

Commerce/Banking/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.

What we offer

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.