Senior Private Banker: Grow HNW Relationships & Assets

Macquarie Group

Brisbane

Hybrid

AUD 180,000 - 260,000

Full time

9 days ago

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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

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.

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