Strategic Private Banker for High-Net-Worth Clients

Macquarie Group; Sydney; Hybrid; AUD 140,000 - 200,000; Full time

Benefits offered by this job

Wellbeing leave

Parental leave

Volunteer leave

Gender affirmation leave

EAP and wellbeing benefits

Salary packaging options

Learning and development opportunities

Hybrid and flexible working

Job summary

Macquarie Private Bank is seeking a Private Banker to deepen relationships with high-net-worth clients, delivering tailored investment and strategic advice aligned to goals and regulatory requirements.

You will work with specialists across Macquarie to provide integrated client solutions, preparing clear, professional materials and managing ongoing relationship management. Hybrid and flexible arrangements are offered to support client service excellence.

Qualifications

• Proven track record delivering compliant and tailored wealth strategies and investment advice.
• Exceptional presentation skills for client meetings and deliverables.
• Ability to build trusted, long-term client relationships and networks.

Responsibilities

• Build and deepen relationships with high-net-worth clients and their families.
• Deliver tailored investment and strategic advice supported by Macquarie's insights.
• Prepare and oversee high-quality advice and review materials for regulatory compliance.
• Collaborate with specialists across Macquarie to provide integrated client solutions.

Skills

Client relationship building

Regulatory compliance

Financial planning & wealth advice

Excellent presentation skills

Networking & business development

Education

FASEA completion and ASIC registration

Job description

Macquarie Private Bank is seeking a Private Banker to deepen relationships with high-net-worth clients, delivering tailored investment and strategic advice aligned to goals and regulatory requirements.

You will work with specialists across Macquarie to provide integrated client solutions, preparing clear, professional materials and managing ongoing relationship management. Hybrid and flexible arrangements are offered to support client service excellence.