Efinancialcareers Ltd. | Director Private Bank
vor 3 Wochen
Director Private Bank Commonwealth Bank of Australia Sydney, Australia
About us
Commonwealth Private strives to provide outstanding personal service and trusted advice to high-net-worth individuals who have the intention to invest or borrow at least AU$2.5 million.
Our breadth of experience allows us to offer clients a comprehensive range of solutions, market-leading products, and innovative investment opportunities.
We are backed by superior research capabilities and the extensive resources of the Commonwealth Bank Group, helping our clients achieve the best possible outcomes.
We have Private Bankers and Private Wealth Managers specializing in banking, lending strategic advice, investments, and insurance located across Australia.
Our vision is to be the private bank successful Australians recommend.
About the opportunity
Due to ongoing success and growth, we are seeking self-motivated and professional private/business bankers to join an already high-performing team.
As a Director in the NSW Client Acquisition Team, you will have proven lending experience, expert knowledge of high and ultra-high net worth client needs, and an already established network of clients and referrers.
Additionally, you will:
Guide clients and business partners throughout their lending journey, developing authentic long-term relationships.
Build new client relationships and identify new business development opportunities by advocating for CBA and CBA products, including lending, banking, and wealth.
Build your personal brand and network in the community to enhance your credibility.
Determine suitable lending solutions with prospective homebuyers and submit lending applications.
Grow your business by building and maintaining external referral sources and seeking referrals from existing customers.
Refer customers with complex financial needs to specialists within the Group.
Research the broader market, and economic and industry changes affecting customers and the Group.
Share best practices, productivity ideas, and implement continuous improvement initiatives.
Support the Private Banking team by inspiring, developing, and growing colleagues.
About you
To be successful in this role you will have:
Recent experience in a similar role within Private Banking, Premier Banking, Business/Commercial Banking, or similar.
Experience in residential and commercial lending, including complex lending structures.
Existing clients/referral networks.
A demonstrated ability to develop new networks and maintain effective relationships with high and ultra-high net worth clients.
Tertiary qualifications in Commerce, Business, or a related field (desirable).
RG146 (desirable).
If you're already part of the Commonwealth Bank Group (including Bankwest, x15ventures), you'll need to apply through Sidekick to submit a valid application.
We're keen to support you with the next step in your career.
Advertising End Date: 16/12/2024
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