Private Banker

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

Who you’re with matters when your clients rely on your advice, access and perspective. Macquarie Private Bank combines the strength of an institutional platform with a dedicated, collaborative team model, giving clients access to trusted advice, distinctive investment insights and a premium private banking experience.

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?

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As a Private Banker, you’ll build and deepen trusted relationships with high-net-worth clients and their families. You’ll use your expertise, commercial judgement and understanding of each client’s goals to deliver tailored investment and strategic advice, supported by Macquarie’s investment insights, research and institutional capability.

You’ll work with specialists across Macquarie to deliver integrated client solutions and a premium experience from first conversation through to ongoing relationship management. You’ll also prepare and oversee high-quality advice and review materials, ensuring they are clear, professional and aligned to regulatory and compliance requirements. Through your networks, market insight and client focus, you’ll contribute to initiatives that drive innovation and reinforce Macquarie Private Bank’s position as one of Australia’s leading investment-focused private banks.

What you offer

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

What we offer

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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

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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

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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.