Private Banker - Client Acquisition

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

Benefits offered by this job

Wellbeing leave

Additional service bonus leave

Parental leave

Transition leave

Volunteer leave

Gender affirmation leave

Employee Assistance Program

Salary packaging

Learning and development

Hybrid working

Home office reimbursement

Job summary

Macquarie Private Bank seeks a seasoned Private Banker focused on client acquisition to advise high-net-worth clients, families and family offices with tailored investment and strategic solutions.

You will originate new opportunities through networks and referrals, grow assets under management and deepen long-term client relationships, while collaborating with specialists to deliver distinctive insights and a premium client experience.

Qualifications

• Proven track record delivering compliant, tailored wealth strategies to high-net-worth clients.
• Proven ability to acquire new clients and grow assets under management through referrals and networking.
• Strong commercial mindset to identify and convert new business opportunities while delivering client outcomes.
• Established networks or ability to build influential networks that generate opportunities.

Responsibilities

• Originate new opportunities and grow assets under management for high-net-worth clients.
• Advise on tailored investment strategies and wealth planning solutions.
• Build long-term relationships with clients and external stakeholders.
• Collaborate with specialists to deliver integrated, compliant solutions.

Skills

FASEA compliance

Relationship management

Business development

Client acquisition

Leadership

Presentation & communication

Job description

Who you're with matters when your clients expect advice, access and perspective that goes further. Macquarie Private Bank combines trusted advice, distinctive investment insights and the strength of Macquarie's institutional platform with a dedicated, collaborative team model. It's a place for senior bankers to bring their relationships, expertise and market credibility to deliver lasting value for high-net-worth clients.

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?

As a Private Banker focused on client acquisition, you'll bring deep private banking expertise, trusted client relationships and strong market credibility to Macquarie Private Bank. You'll advise high-net-worth clients, families and family offices on tailored investment and strategic solutions, drawing on Macquarie's investment insights, research and institutional capability to help clients grow, protect and transition their wealth.

You'll use your networks, referral partnerships and market presence to originate new opportunities, grow assets under management and deepen long-term client relationships. Working with specialists across Macquarie and clients' broader adviser networks, you'll connect clients to distinctive insights and integrated solutions, while delivering the premium experience expected from a dedicated private banking team.

As one of our most senior bankers, you'll help shape the standard for client service, commercial judgement and collaboration across the team. You'll coach colleagues, share market insight and contribute to initiatives that strengthen Macquarie Private Bank's investment-focused proposition, enhance how we serve clients and support sustainable growth, while ensuring advice and client materials meet regulatory and compliance requirements.

What You Offer

• Completion of FASEA requirements and registration on the ASIC Financial Advice Register in Australia.
• A proven track record of delivering compliant, tailored wealth strategies and investment advice to high-net-worth and ultra-high-net-worth clients.
• Demonstrated success in acquiring new clients, growing assets under management and achieving business development targets through referrals, networking and proactive market engagement.
• A strong commercial mindset with the ability to identify, pursue and convert new business opportunities while delivering exceptional client outcomes.
• Established professional networks and referral relationships, or a demonstrated ability to build and leverage influential networks that generate consistent client opportunities.
• Proven leadership capability, including mentoring, coaching and influencing colleagues to drive high performance and collaboration.
• Exceptional relationship management skills, with the ability to build trusted, long-term partnerships with clients and key external stakeholders.
• Outstanding presentation, communication and influencing skills, both in client interactions and written deliverables.
• A reputation as a trusted adviser with strong market credibility and the ability to represent Macquarie Private Bank in the market.

What We Offer

Benefits

• 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.