As a Senior Private Banker based in Melbourne, you'll be responsible for the ongoing management and optimisation of a portfolio of high-net-worth clients. This is a relationship-led role centred on delivering sophisticated, advice-driven wealth solutions, with a strong focus on portfolio construction, asset allocation and performance outcomes.
About the Role
You'll bring deep technical expertise across a broad suite of wealth products, including managed investments, alternatives, and fixed income (bonds and hybrids), as well as foreign exchange strategies. This capability will enable you to design and actively manage diversified portfolios, tailored to each client's risk profile, liquidity needs and long‐term objectives.
Responsibilities
* Working in a highly collaborative environment, you'll ensure portfolios are dynamically positioned in response to market conditions, leveraging both traditional and alternative asset classes.
* A strong focus on portfolio stewardship, risk management and client transparency will be critical in maintaining long‐term relationships and delivering consistent outcomes.
Qualifications
* RG146 compliant with a strong understanding of AML/KYC obligations
* Demonstrated experience managing high-net-worth client portfolios within a private wealth environment
Required Skills
* Deep expertise across wealth products, including managed funds, alternative investments, fixed income (bonds, hybrids) and foreign exchange
* Advanced capability in portfolio construction, asset allocation and performance management
* Strong risk awareness and ability to position portfolios through varying market cycles
* Highly developed client management skills, with a focus on delivering tailored, advice-led outcomes
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