The Opportunity :
Join a prestigious Australian financial institution with well-known brand with a reputation for innovation and superior service.
This role offers ownership of a growing portfolio of HNW and UHNW clients, delivering tailored banking and wealth solutions in a relationship-driven environment.
The Role :
Reporting to senior leadership, you will be a trusted advisor with an allocation of a portfolio of existing clients and a strong focus on portfolio growth and complex lending.
Key responsibilities include :
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
About You :
You're an experienced private or senior commercial banker with a proven track record managing HNW / UHNW clients.
You are skilled in complex lending and credit structuring.
You bring a commercial mindset, excellent relationship skills, a strong compliance focus, and a passion for helping clients build and protect their legacy.
RG146 qualification is valued.
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 ********** .
We are committed to providing a supportive culture and positively contributing towards creating diverse and inclusive workplaces for our candidates & clients.
We invite candidates of all ages, genders, sexual orientations, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply.
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