About the Role
Manage and expand a portfolio of high-net-worth clients, acting as a trusted advisor across banking, lending and wealth. Reporting to a highly experienced and supportive director, you'll navigate complex client needs with confidence, applying strong commercial judgement to deliver well-balanced, relationship-driven outcomes.
The Benefits
* Exceptional leadership team
* Competitive salary, strong bonus structure
* Extensive benefits and supportive flexible-working options
Duties
* Deliver tailored advice across lending, wealth, and banking services
* Structure complex credit and bespoke lending solutions
* Grow your portfolio via referrals and new-to-bank clients
* Collaborate closely with credit, investment, and compliance teams
Skills & Experience
* RG146 certified
* Builds and grows HNW books effectively
* Experienced across banking, lending and wealth
* Commercial, return-focused and risk aware
* Strong relationship and stakeholder skills
* Handles complex client situations with discretion
About the Company
This leading national financial institution delivers premium, highly personalised services and is consistently recognised across Australia for its award-winning client experience. Unmatched access to global investment opportunities.
What Next?
Please click on APPLY NOW. Alternatively, if you prefer to discuss this role in confidence before making an informed decision or have any questions, please contact Jesse on .
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