Private Banking Relationship Manager (HNW Wealth)

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

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.